IUSB vs BBAG

AIUSB

BBBAG

Measures won4–2IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,102IUSB · BBAG $9,862

Lowest cost0.03%BBAG · $3 on $10k

Most income4.58%BBAG · $458 on $10k

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

Held in common[…]IUSB and BBAG

IUSB

BBAG

iShares Core Universal USD Bond ETF · $50.1BJPMorgan BetaBuilders U.S. Aggregate Bond ETF · $863M

+5.6%3 years · per year$11,788 · $11,662+5.3%

+0.2%5 years · per year$10,102 · $9,862−0.3%

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

4.36%12-mo yield$436 · $458 on $10k4.58%

−4.3%Worst dropSmaller wins−4.7%

3.9%VolatilityLower wins4.1%

4–2IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · BBAG

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

Held in common[…]

End-of-day Nov 3, 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%	4.36%	−0.2%	−0.5%	−0.1%	+5.6%	+0.2%	−4.3%	$50.1B
2	BBBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETFRead Desk		0.03%	4.58%	−0.2%	−0.7%	−0.4%	+5.3%	−0.3%	−4.7%	$863M

End-of-day Nov 3, 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%	4.36%	−0.2%	−0.5%	−0.1%	+5.6%	+0.2%	−4.3%	$50.1B
2	BBBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETFRead Desk		0.03%	4.58%	−0.2%	−0.7%	−0.4%	+5.3%	−0.3%	−4.7%	$863M

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

Cards for this view

IUSB vs BBAG

IUSB

iShares Core Universal USD Bond

$10,102

BBAG

JPMorgan BetaBuilders U.S. Aggregate Bond

$9,862

MeasureIUSBBBAG

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield4.36%4.58%

5 years, per year+0.2%−0.3%

3 years, per year+5.6%+5.3%

Worst drop · 1Y−4.3%−4.7%

Volatility · 1Y3.9%4.1%

4–2measures won
IUSB first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IUSB, BBAG

Today

[…]holdings […]

IUSBBBAG

IUSB—[…]

BBAG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$455most kept, BBAG

BBAG$458 − $3 = $455

IUSB$436 − $6 = $430

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee