IUSB vs IBTH

AIUSB

BIBTH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,494IBTH · IUSB $10,138

Lowest cost0.06%IUSB · $6 on $10k

Most income4.34%IUSB · $434 on $10k

Smallest drop−0.4%IBTH · worst fall in 1Y

Held in common[…]IUSB and IBTH

IUSB

IBTH

iShares Core Universal USD Bond ETF · $50.4BiShares iBonds Dec 2027 Term Treasury ETF · $2.4B

+5.6%3 years · per year$11,774 · $11,517+4.8%

+0.3%5 years · per year$10,138 · $10,494+1.0%

0.06%Expense ratio$6 · $7 on $10k · lower wins0.07%

4.34%12-mo yield$434 · $373 on $10k3.73%

−4.3%Worst dropSmaller wins−0.4%

3.9%VolatilityLower wins0.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · IBTH

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	BIBTH	iShares iBonds Dec 2027 Term Treasury ETFRead Desk		0.07%	3.73%	0.0%	+2.4%	+3.3%	+4.8%	+1.0%	−0.4%	$2.4B
2	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

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	BIBTH	iShares iBonds Dec 2027 Term Treasury ETFRead Desk		0.07%	3.73%	0.0%	+2.4%	+3.3%	+4.8%	+1.0%	−0.4%	$2.4B
2	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

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 IBTH

IUSB

iShares Core Universal USD Bond

$10,138

IBTH

iShares iBonds Dec 2027 Term Treasury

$10,494

MeasureIUSBIBTH

Fee0.06%0.07%

Cost on $10k a year$6$7

Yield4.34%3.73%

5 years, per year+0.3%+1.0%

3 years, per year+5.6%+4.8%

Worst drop · 1Y−4.3%−0.4%

Volatility · 1Y3.9%0.8%

3–3measures 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, IBTH

Today

[…]holdings […]

IUSBIBTH

IUSB—[…]

IBTH[…]—

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

IBTH$373 − $7 = $366

KeptFee

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