DFCF vs IUSB

ADFCF

BIUSB

Measures won1–4IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,113IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income4.47%DFCF · $447 on $10k

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

Held in common[…]DFCF and IUSB

DFCF

IUSB

Dimensional - Core Fixed Income ETF · $11.7BiShares Core Universal USD Bond ETF · $50.1B

+5.8%3 years · per year$11,849 · $11,881+5.9%

[…]5 years · per year[…] · $10,113+0.2%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

4.47%12-mo yield$447 · $434 on $10k4.34%

−4.8%Worst dropSmaller wins−4.3%

4.3%VolatilityLower wins3.9%

1–4IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFCF · IUSB

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.1B
2	ADFCF	Dimensional - Core Fixed Income ETFRead Desk		0.18%	4.47%	+0.6%	−0.3%	+0.3%	+5.8%	new	−4.8%	$11.7B

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

Both

5Y2 funds

#			Trend
1	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.1B
2	ADFCF	Dimensional - Core Fixed Income ETFRead Desk		0.18%	4.47%	+0.6%	−0.3%	+0.3%	+5.8%	new	−4.8%	$11.7B

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

DFCF vs IUSB

DFCF

Dimensional - Core Fixed Income

[…]

IUSB

iShares Core Universal USD Bond

$10,113

MeasureDFCFIUSB

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield4.47%4.34%

5 years, per year[…]+0.2%

3 years, per year+5.8%+5.9%

Worst drop · 1Y−4.8%−4.3%

Volatility · 1Y4.3%3.9%

4–1measures won
IUSB first

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFCF, IUSB

Today

[…]holdings […]

DFCFIUSB

DFCF—[…]

IUSB[…]—

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

Income After Fees on $10,000

$429most kept, DFCF

DFCF$447 − $18 = $429

IUSB$434 − $6 = $428

KeptFee

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