IUSB vs BKAG

AIUSB

BBKAG

Measures won4–2IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,113IUSB · BKAG $9,912

Lowest cost0.00%BKAG · $0 on $10k

Most income4.57%BKAG · $457 on $10k

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

Held in common[…]IUSB and BKAG

IUSB

BKAG

iShares Core Universal USD Bond ETF · $50.3BBNY Mellon Core Bond ETF · $1.5B

+5.9%3 years · per year$11,881 · $11,747+5.5%

+0.2%5 years · per year$10,113 · $9,912−0.2%

0.06%Expense ratio$6 · $0 on $10k · lower wins0.00%

4.34%12-mo yield$434 · $457 on $10k4.57%

−4.3%Worst dropSmaller wins−4.7%

3.9%VolatilityLower wins4.1%

4–2IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · BKAG

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	AIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B
2	BBKAG	BNY Mellon Core Bond ETFRead Desk		0.00%	4.57%	+0.4%	−0.1%	+0.2%	+5.5%	−0.2%	−4.7%	$1.5B

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	AIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B
2	BBKAG	BNY Mellon Core Bond ETFRead Desk		0.00%	4.57%	+0.4%	−0.1%	+0.2%	+5.5%	−0.2%	−4.7%	$1.5B

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

IUSB vs BKAG

IUSB

iShares Core Universal USD Bond

$10,113

BKAG

BNY Mellon Core Bond

$9,912

MeasureIUSBBKAG

Fee0.06%0.00%

Cost on $10k a year$6$0

Yield4.34%4.57%

5 years, per year+0.2%−0.2%

3 years, per year+5.9%+5.5%

Worst drop · 1Y−4.3%−4.7%

Volatility · 1Y3.9%4.1%

4–2measures 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IUSB, BKAG

Today

[…]holdings […]

IUSBBKAG

IUSB—[…]

BKAG[…]—

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

Income After Fees on $10,000

$457most kept, BKAG

BKAG$457 − $0 = $457

IUSB$434 − $6 = $428

KeptFee

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