IUSB vs AGG

AIUSB

BAGG

Measures won5–1IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,142IUSB · AGG $9,975

Lowest cost0.03%AGG · $3 on $10k

Most income4.33%IUSB · $433 on $10k

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

Held in common[…]IUSB and AGG

IUSB

AGG

iShares Core Universal USD Bond ETF · $50.3BiShares Core U.S. Aggregate Bond ETF · $139B

+6.0%3 years · per year$11,909 · $11,786+5.6%

+0.3%5 years · per year$10,142 · $9,975−0.0%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

4.33%12-mo yield$433 · $412 on $10k4.12%

−4.3%Worst dropSmaller wins−4.6%

3.9%VolatilityLower wins4.1%

5–1IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · AGG

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	AIUSB	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	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.1B

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	AIUSB	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	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.1B

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

IUSB vs AGG

IUSB

iShares Core Universal USD Bond

$10,142

AGG

iShares Core U.S. Aggregate Bond

$9,975

MeasureIUSBAGG

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield4.33%4.12%

5 years, per year+0.3%−0.0%

3 years, per year+6.0%+5.6%

Worst drop · 1Y−4.3%−4.6%

Volatility · 1Y3.9%4.1%

5–1measures won
IUSB first

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

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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

Overlap: IUSB, AGG

Today

[…]holdings […]

IUSBAGG

IUSB—[…]

AGG[…]—

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

AGG$412 − $3 = $409

KeptFee

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