Compare · 3 funds side by side · dividends reinvested

SJCP, IUSB and MUB

SJCPSanJac Alpha×IUSBiShares×MUBiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,414MUB · best of the three

02 / 04

SJCP, IUSB and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SanJac Alpha Core Plus Bond ETFBonds & Cash · Core aggregate0.65%3.88%+1.3%+1.8%[…][…]−2.0%2.3%$7M1.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B2.0

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SJCP 2024 · IUSB 2014 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

SanJac Alpha Core Plus Bond ETF · $7M[…]

SJCP

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,138

$10,000 five years ago, dividends reinvested

SJCPMeasureIUSB

+1.3%Year to dateJan 1 → Nov 6+0.1%

+1.8%1 yearTotal return+0.8%

[…]3 years · per year$10,000 became […] · $11,774+5.6%

[…]5 years · per year$10,000 became […] · $10,138+0.3%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

3.88%Trailing 12-mo yield$388 · $434 a year on $10k4.34%

−2.0%Worst dropSmaller is better−4.3%

2.3%VolatilityLower is calmer3.9%

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

4–2SJCP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SJCP vs IUSB: Top 5 Holdings

Today

SJCP

21.1%in top 5

IUSB

in top 5[…]

SJCPStockIUSB

10.9%RITM-PDnot top 5

3.3%PMTVnot top 5

2.9%DXnot top 5

2.0%PMT-PAnot top 5

1.9%XELLLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SJCP vs IUSB Returns, Every Period

SanJac AlphaSJCP

+1.8%

past year

IUSBiShares

+0.8%

past year

SJCPIUSBFaded: behind in that period

2–0SJCP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SJCP vs IUSB

YTD

SanJac AlphaSJCP

+1.3%

IUSBiShares

+0.1%

+1.3%Year to date+0.1%

−2.0%Worst drop · 1Y−4.3%

2.3%Volatility · 1Y3.9%

3.9%Yield4.3%

$7.4MAssets$50.4B

3–1SJCP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SJCP, IUSB, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

IUSB0.06%$6

SJCP0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SJCP, IUSB, MUB

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

SJCP3.88%$388

MUB3.27%$327

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

SJCP$388 − $65 = $323

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SJCP, IUSB, MUB

Today

[…]holdings […]

SJCPIUSBMUB

SJCP—[…][…]

IUSB[…]—[…]

MUB[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+1.8%SJCP, at 2.3% volatility

SJCPWorst drop−2.0%2.3% vol

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBSJCP

+0.1%Year to date+1.3%

4.3%Yield3.9%

+0.8%Past year+1.8%

0.06%Fee0.65%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026