Compare · 2 funds side by side · dividends reinvested

STOT and IUSB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,608STOT · best of the two

02 / 04

STOT and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street DoubleLine Short Duration Total Return Tactical ETFBonds & Cash · Core aggregate0.45%4.46%+1.8%+2.5%+4.9%+3.0%−1.0%1.2%$543M1.3

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.3B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: STOT 2016 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

State Street DoubleLine Short Duration Total Return Tactical ETF · $543M$11,608

STOT

IUSB

iShares Core Universal USD Bond ETF · $50.3B$10,142

$10,000 five years ago, dividends reinvested

STOTMeasureIUSB

+1.8%Year to dateJan 1 → Nov 5−0.0%

+2.5%1 yearTotal return+0.5%

+4.9%3 years · per year$10,000 became $11,537 · $11,881+5.9%

+3.0%5 years · per year$10,000 became $11,591 · $10,113+0.2%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

4.46%Trailing 12-mo yield$446 · $434 a year on $10k4.34%

−1.0%Worst dropSmaller is better−4.3%

1.2%VolatilityLower is calmer3.9%

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

6–2STOT wins

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

More Ways to See the Pairs

STOT vs IUSB: Top 5 Holdings

Today

STOT

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

STOT vs IUSB Returns, Every Period

SPDRSTOT

+3.0%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

STOTIUSBFaded: behind in that period

3–1STOT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

STOT vs IUSB

YTD

SPDRSTOT

+1.8%

IUSBiShares

−0.0%

+1.8%Year to date−0.0%

−1.0%Worst drop · 1Y−4.3%

1.2%Volatility · 1Y3.9%

4.5%Yield4.3%

$543MAssets$50.3B

4–0STOT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STOT, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

STOT0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: STOT, IUSB

4.46%highest, STOT

FundTrailing yieldYield$10k

STOT4.46%$446

IUSB4.34%$434

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

STOT$446 − $45 = $401

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: STOT, IUSB

Today

[…]holdings […]

STOTIUSB

STOT—[…]

IUSB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.5%STOT, at 1.2% volatility

STOTWorst drop−1.0%1.2% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

STOTIUSB

+1.8%Year to date−0.0%

4.5%Yield4.3%

+2.5%Past year+0.5%

0.45%Fee0.06%

3–1STOT wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026