IUSB vs FSMB

AIUSB

BFSMB

Measures won3–3level · of 6 · 3Y

$10,000 · 3Y$11,881IUSB · BND $11,733

Lowest cost0.03%BND · $3 on $10k

Most income4.34%IUSB · $434 on $10k

Smallest drop−2.4%FSMB · worst fall in 1Y

Held in common[…]IUSB and FSMB

IUSB

FSMB

iShares Core Universal USD Bond ETF · $50.3BFirst Trust Short Duration Managed Municipal ETF · $661M

+5.9%3 years · per year$11,881 · $11,229+3.9%

+0.2%5 years · per year$10,113 · $10,807+1.6%

0.06%Expense ratio$6 · $34 on $10k · lower wins0.34%

4.34%12-mo yield$434 · $321 on $10k3.21%

−4.3%Worst dropSmaller wins−2.4%

3.9%VolatilityLower wins1.8%

3–3Level

$10,000 · 3 yearsAll three, one scale

Shared top holdingsIUSB · FSMB

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

3Y3 funds

#
1	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	BFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.21%	+0.1%	+1.5%	+2.1%	+3.9%	+1.6%	−2.4%	$661M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

3Y3 funds

#
1	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	BFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.21%	+0.1%	+1.5%	+2.1%	+3.9%	+1.6%	−2.4%	$661M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUSB vs FSMB

IUSB

iShares Core Universal USD Bond

$11,882

FSMB

First Trust Short Duration Managed Municipal

$11,229

MeasureIUSBFSMB

Fee0.06%0.34%

Cost on $10k a year$6$34

Yield4.34%3.21%

5 years, per year+0.2%+1.6%

3 years, per year+5.9%+3.9%

Worst drop · 1Y−4.3%−2.4%

Volatility · 1Y3.9%1.8%

3–3measures won
level

Nov 4, 2026 · $10,000 three years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

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

Overlap: FSMB, IUSB, BND

Today

[…]holdings […]

FSMBIUSBBND

FSMB—[…][…]

IUSB[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

BND$413 − $3 = $410

FSMB$321 − $34 = $287

KeptFee

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