IUSB vs NFLT

AIUSB

BNFLT

Measures won2–4NFLT wins · of 6 · 5Y

$10,000 · 5Y$11,580NFLT · IUSB $10,138

Lowest cost0.06%IUSB · $6 on $10k

Most income5.50%NFLT · $550 on $10k

Smallest drop−3.0%NFLT · worst fall in 1Y

Held in common[…]IUSB and NFLT

IUSB

NFLT

iShares Core Universal USD Bond ETF · $50.4BVirtus Newfleet Multi-Sector Bond ETF · $560M

+5.6%3 years · per year$11,774 · $12,552+7.9%

+0.3%5 years · per year$10,138 · $11,580+3.0%

0.06%Expense ratio$6 · $50 on $10k · lower wins0.50%

4.34%12-mo yield$434 · $550 on $10k5.50%

−4.3%Worst dropSmaller wins−3.0%

3.9%VolatilityLower wins4.2%

2–4NFLT wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · NFLT

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	BNFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk		0.50%	5.50%	+0.4%	+1.5%	+2.8%	+7.9%	+3.0%	−3.0%	$560M
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	BNFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk		0.50%	5.50%	+0.4%	+1.5%	+2.8%	+7.9%	+3.0%	−3.0%	$560M
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 NFLT

IUSB

iShares Core Universal USD Bond

$10,138

NFLT

Virtus Newfleet Multi-Sector Bond

$11,580

MeasureIUSBNFLT

Fee0.06%0.50%

Cost on $10k a year$6$50

Yield4.34%5.50%

5 years, per year+0.3%+3.0%

3 years, per year+5.6%+7.9%

Worst drop · 1Y−4.3%−3.0%

Volatility · 1Y3.9%4.2%

4–2measures won
NFLT first

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, NFLT

Today

[…]holdings […]

IUSBNFLT

IUSB—[…]

NFLT[…]—

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

Income After Fees on $10,000

$500most kept, NFLT

NFLT$550 − $50 = $500

IUSB$434 − $6 = $428

KeptFee

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