DFIP vs IUSB

ADFIP

BIUSB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,142IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income5.31%DFIP · $531 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 · $50.3B

+4.9%3 years · per year$11,548 · $11,909+6.0%

[…]5 years · per year[…] · $10,142+0.3%

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

5.31%12-mo yield$531 · $433 on $10k4.33%

−4.3%Worst dropSmaller wins−4.3%

3.7%VolatilityLower wins3.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFIP · IUSB

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

Held in common[…]

End-of-day Nov 5, 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%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
2	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk		0.11%	5.31%	+0.2%	−0.1%	−0.4%	+4.9%	new	−4.3%	$1.1B

End-of-day Nov 5, 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%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
2	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk		0.11%	5.31%	+0.2%	−0.1%	−0.4%	+4.9%	new	−4.3%	$1.1B

End-of-day Nov 5, 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

[…]

IUSB

iShares Core Universal USD Bond

$10,142

MeasureDFIPIUSB

Fee0.11%0.06%

Cost on $10k a year$11$6

Yield5.31%4.33%

5 years, per year[…]+0.3%

3 years, per year+4.9%+6.0%

Worst drop · 1Y−4.3%−4.3%

Volatility · 1Y3.7%3.9%

2–2measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFIP, IUSB

Today

[…]holdings […]

DFIPIUSB

DFIP—[…]

IUSB[…]—

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

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

IUSB$433 − $6 = $427

KeptFee

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