EVTR vs IUSB

AEVTR

BIUSB

Measures won1–3IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,113IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income5.03%EVTR · $503 on $10k

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

Held in common[…]EVTR and IUSB

EVTR

IUSB

Eaton Vance Total Return Bond ETF · $6.6BiShares Core Universal USD Bond ETF · $50.1B

[…]3 years · per year[…] · $11,881+5.9%

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

0.32%Expense ratio$32 · $6 on $10k · lower wins0.06%

5.03%12-mo yield$503 · $434 on $10k4.34%

−4.7%Worst dropSmaller wins−4.3%

4.2%VolatilityLower wins3.9%

1–3IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVTR · 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	AEVTR	Eaton Vance Total Return Bond ETFRead Desk		0.32%	5.03%	+0.6%	−0.3%	+0.4%	new	new	−4.7%	$6.6B

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	AEVTR	Eaton Vance Total Return Bond ETFRead Desk		0.32%	5.03%	+0.6%	−0.3%	+0.4%	new	new	−4.7%	$6.6B

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

EVTR vs IUSB

EVTR

Eaton Vance Total Return Bond

[…]

IUSB

iShares Core Universal USD Bond

$10,113

MeasureEVTRIUSB

Fee0.32%0.06%

Cost on $10k a year$32$6

Yield5.03%4.34%

5 years, per year[…]+0.2%

3 years, per year[…]+5.9%

Worst drop · 1Y−4.7%−4.3%

Volatility · 1Y4.2%3.9%

3–1measures 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: EVTR, IUSB

Today

[…]holdings […]

EVTRIUSB

EVTR—[…]

IUSB[…]—

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

Income After Fees on $10,000

$471most kept, EVTR

EVTR$503 − $32 = $471

IUSB$434 − $6 = $428

KeptFee

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