IUSB vs IAUM

AIUSB

BIAUM

Measures won4–2IUSB wins · of 6 · 5Y

$10,000 · 5Y$23,043IAUM · SGOV $12,091

Lowest cost0.06%IUSB · $6 on $10k

Most income4.33%IUSB · $433 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]IUSB and IAUM

IUSB

IAUM

iShares Core Universal USD Bond ETF · $50.5BiShares Gold Trust Micro · $8.3B

+5.4%3 years · per year$11,705 · $20,833+27.7%

+0.3%5 years · per year$10,151 · $23,043+18.2%

0.06%Expense ratio$6 · $9 on $10k · lower wins0.09%

4.33%12-mo yield$433 · $0 on $10k0.00%

−4.3%Worst dropSmaller wins−28.1%

3.9%VolatilityLower wins28.7%

4–2IUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSB · IAUM

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIAUM	iShares Gold Trust MicroRead Desk	0.09%	0.00%	+1.9%	−4.0%	+4.0%	+27.7%	+18.2%	−28.1%	$8.3B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIAUM	iShares Gold Trust MicroRead Desk	0.09%	0.00%	+1.9%	−4.0%	+4.0%	+27.7%	+18.2%	−28.1%	$8.3B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUSB vs IAUM

IUSB

iShares Core Universal USD Bond

$10,151

IAUM

iShares Gold Trust Micro

$23,043

MeasureIUSBIAUM

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield4.33%0.00%

5 years, per year+0.3%+18.2%

3 years, per year+5.4%+27.7%

Worst drop · 1Y−4.3%−28.1%

Volatility · 1Y3.9%28.7%

4–2measures won
IUSB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IUSB, IAUM, SGOV

Today

[…]holdings […]

IUSBIAUMSGOV

IUSB—[…][…]

IAUM[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

SGOV$363 − $9 = $354

IAUM$0 − $9 = −$9

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee