IUSB vs MFSB

AIUSB

BMFSB

Measures won1–2MFSB wins · of 6 · 5Y

$10,000 · 5Y$10,113IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income4.72%MFSB · $472 on $10k

Smallest drop−4.1%MFSB · worst fall in 1Y

Held in common[…]IUSB and MFSB

IUSB

MFSB

iShares Core Universal USD Bond ETF · $50.1BMFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $806M

+5.9%3 years · per year$11,881 · […][…]

+0.2%5 years · per year$10,113 · […][…]

0.06%Expense ratio$6 · $34 on $10k · lower wins0.34%

4.34%12-mo yield$434 · $472 on $10k4.72%

−4.3%Worst dropSmaller wins−4.1%

3.9%VolatilityLower wins3.9%

1–2MFSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · MFSB

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%	$50.1B
2	BMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk		0.34%	4.72%	+0.5%	+0.2%	+0.9%	new	new	−4.1%	$806M

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%	$50.1B
2	BMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk		0.34%	4.72%	+0.5%	+0.2%	+0.9%	new	new	−4.1%	$806M

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 MFSB

IUSB

iShares Core Universal USD Bond

$10,113

MFSB

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond

[…]

MeasureIUSBMFSB

Fee0.06%0.34%

Cost on $10k a year$6$34

Yield4.34%4.72%

5 years, per year+0.2%[…]

3 years, per year+5.9%[…]

Worst drop · 1Y−4.3%−4.1%

Volatility · 1Y3.9%3.9%

2–1measures won
MFSB 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IUSB, MFSB

Today

[…]holdings […]

IUSBMFSB

IUSB—[…]

MFSB[…]—

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

Income After Fees on $10,000

$438most kept, MFSB

MFSB$472 − $34 = $438

IUSB$434 − $6 = $428

KeptFee

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