IUSB vs DFSB

AIUSB

BDFSB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,138IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income5.41%DFSB · $541 on $10k

Smallest drop−3.9%DFSB · worst fall in 1Y

Held in common[…]IUSB and DFSB

IUSB

DFSB

iShares Core Universal USD Bond ETF · $50.4BDimensional - Global Sustainability Fixed Income ETF · $772M

+5.6%3 years · per year$11,774 · $11,782+5.6%

+0.3%5 years · per year$10,138 · […][…]

0.06%Expense ratio$6 · $24 on $10k · lower wins0.24%

4.34%12-mo yield$434 · $541 on $10k5.41%

−4.3%Worst dropSmaller wins−3.9%

3.9%VolatilityLower wins4.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · DFSB

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

Held in common[…]

End-of-day Nov 6, 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%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B
2	BDFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.41%	0.0%	+1.0%	+1.0%	+5.6%	new	−3.9%	$772M

End-of-day Nov 6, 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%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B
2	BDFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.41%	0.0%	+1.0%	+1.0%	+5.6%	new	−3.9%	$772M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUSB vs DFSB

IUSB

iShares Core Universal USD Bond

$10,138

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

MeasureIUSBDFSB

Fee0.06%0.24%

Cost on $10k a year$6$24

Yield4.34%5.41%

5 years, per year+0.3%[…]

3 years, per year+5.6%+5.6%

Worst drop · 1Y−4.3%−3.9%

Volatility · 1Y3.9%4.3%

2–2measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IUSB, DFSB

Today

[…]holdings […]

IUSBDFSB

IUSB—[…]

DFSB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$517most kept, DFSB

DFSB$541 − $24 = $517

IUSB$434 − $6 = $428

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee