DFIP vs IUSB

ADFIP

BIUSB

Measures won2–2level · of 6 · 3Y

$10,000 · 3Y$11,705IUSB · DFIP $11,371

Lowest cost0.06%IUSB · $6 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

+4.4%3 years · per year$11,371 · $11,705+5.4%

[…]5 years · per year[…] · $10,151+0.3%

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%

2–2Level

$10,000 · 3 yearsOne 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 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	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
2	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

Both

3Y2 funds

#			Trend
1	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
2	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

$11,371

IUSB

iShares Core Universal USD Bond

$11,705

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 three years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFIP, IUSB

Today

[…]holdings […]

DFIPIUSB

DFIP—[…]

IUSB[…]—

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

KeptFee

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