IUSB vs IBMP

AIUSB

BIBMP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,450IBMP · IUSB $10,151

Lowest cost0.03%AGG · $3 on $10k

Most income4.33%IUSB · $433 on $10k

Smallest drop−0.6%IBMP · worst fall in 1Y

Held in common[…]IUSB and IBMP

IUSB

IBMP

iShares Core Universal USD Bond ETF · $50.5BiShares iBonds Dec 2027 Term Muni Bond ETF · $684M

+5.4%3 years · per year$11,705 · $11,111+3.6%

+0.3%5 years · per year$10,151 · $10,450+0.9%

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

4.33%12-mo yield$433 · $255 on $10k2.55%

−4.3%Worst dropSmaller wins−0.6%

3.9%VolatilityLower wins1.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSB · IBMP

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	BIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk	0.10%	2.55%	+0.2%	+1.8%	+2.4%	+3.6%	+0.9%	−0.6%	$684M
2	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
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B

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	BIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk	0.10%	2.55%	+0.2%	+1.8%	+2.4%	+3.6%	+0.9%	−0.6%	$684M
2	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
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B

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 IBMP

IUSB

iShares Core Universal USD Bond

$10,151

IBMP

iShares iBonds Dec 2027 Term Muni Bond

$10,450

MeasureIUSBIBMP

Fee0.06%0.10%

Cost on $10k a year$6$10

Yield4.33%2.55%

5 years, per year+0.3%+0.9%

3 years, per year+5.4%+3.6%

Worst drop · 1Y−4.3%−0.6%

Volatility · 1Y3.9%1.0%

3–3measures won
level

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

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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, IBMP, AGG

Today

[…]holdings […]

IUSBIBMPAGG

IUSB—[…][…]

IBMP[…]—[…]

AGG[…][…]—

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

AGG$412 − $3 = $409

IBMP$255 − $10 = $245

KeptFee

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