Compare · 2 funds side by side · dividends reinvested

SDCP and IUSB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,113IUSB · best of the two

02 / 04

SDCP and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Newfleet Short Duration Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.12%+2.0%+2.9%[…][…]−1.1%1.2%$13M1.2

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SDCP 2023 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.3B$10,113

IUSB

SDCP

Virtus Newfleet Short Duration Core Plus Bond ETF · $13M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureSDCP

−0.0%Year to dateJan 1 → Nov 4+2.0%

+0.5%1 yearTotal return+2.9%

+5.9%3 years · per year$10,000 became $11,881 · […][…]

+0.2%5 years · per year$10,000 became $10,113 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

4.34%Trailing 12-mo yield$434 · $512 a year on $10k5.12%

−4.3%Worst dropSmaller is better−1.1%

3.9%VolatilityLower is calmer1.2%

IUSBSDCP Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SDCP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSB vs SDCP: Top 5 Holdings

Today

IUSB

[…]in top 5

SDCP

in top 51.0%

IUSBStockSDCP

not top 5JNK1.0%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

IUSB vs SDCP Returns, Every Period

iSharesIUSB

+0.5%

past year

SDCPVirtus

+2.9%

past year

IUSBSDCPFaded: behind in that period

0–2SDCP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IUSB vs SDCP

YTD

iSharesIUSB

−0.0%

SDCPVirtus

+2.0%

−0.0%Year to date+2.0%

−4.3%Worst drop · 1Y−1.1%

3.9%Volatility · 1Y1.2%

4.3%Yield5.1%

$50.3BAssets$13.2M

4–0SDCP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDCP, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SDCP0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SDCP, IUSB

5.12%highest, SDCP

FundTrailing yieldYield$10k

SDCP5.12%$512

IUSB4.34%$434

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

IUSB$434 − $6 = $428

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SDCP, IUSB

Today

[…]holdings […]

SDCPIUSB

SDCP—[…]

IUSB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.9%SDCP, at 1.2% volatility

SDCPWorst drop−1.1%1.2% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SDCPIUSB

+2.0%Year to date−0.0%

5.1%Yield4.3%

+2.9%Past year+0.5%

0.35%Fee0.06%

3–1SDCP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026