DFIP vs IUSB

ADFIP

BIUSB

Measures won2–3IUSB wins · of 6 · 1Y

$10,000 · 1Y$10,111MUB · IUSB $10,049

Lowest cost0.03%BND · $3 on $10k

Most income5.32%DFIP · $532 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]DFIP and IUSB

DFIP

IUSB

Dimensional - Inflation-Protected Securities ETF · $1.1BiShares Core Universal USD Bond ETF · $50.5B

−0.3%Year to dateJan 1 → Nov 9+0.1%

−0.5%1 yearTotal return+0.5%

0.11%Expense ratio$11 · $6 on $10k · lower wins0.06%

5.32%12-mo yield$532 · $433 on $10k4.33%

−4.3%Worst dropSmaller wins−4.3%

3.7%VolatilityLower wins3.9%

2–3IUSB wins

$10,000 · 1 yearAll four, one scale

Shared top holdingsDFIP · IUSB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

1Y4 funds

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.32%	−0.3%	−0.3%	−0.5%	+4.4%	new	−4.3%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

1Y4 funds

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.32%	−0.3%	−0.3%	−0.5%	+4.4%	new	−4.3%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFIP vs IUSB

DFIP

Dimensional - Inflation-Protected Securities

$9,945

IUSB

iShares Core Universal USD Bond

$10,049

MeasureDFIPIUSB

Fee0.11%0.06%

Cost on $10k a year$11$6

Yield5.32%4.33%

5 years, per year[…]+0.3%

3 years, per year+4.4%+5.4%

Worst drop · 1Y−4.3%−4.3%

Volatility · 1Y3.7%3.9%

2–2measures won
level

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MUB, DFIP, IUSB, BND

Today

[…]holdings […]

MUBDFIPIUSBBND

MUB—[…][…][…]

DFIP[…]—[…][…]

IUSB[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

IUSB$433 − $6 = $427

BND$412 − $3 = $409

MUB$326 − $5 = $321

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee