IUSB vs PBTP

AIUSB

BPBTP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,539PBTP · VCIT $10,493

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop−1.3%PBTP · worst fall in 1Y

Held in common[…]IUSB and PBTP

IUSB

PBTP

iShares Core Universal USD Bond ETF · $50.4BInvesco 0-5 Yr US TIPS ETF · $254M

+5.6%3 years · per year$11,774 · $11,534+4.9%

+0.3%5 years · per year$10,138 · $11,539+2.9%

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

4.34%12-mo yield$434 · $400 on $10k4.00%

−4.3%Worst dropSmaller wins−1.3%

3.9%VolatilityLower wins1.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIUSB · PBTP

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

All Four

5Y4 funds

#
1	BPBTP	Invesco 0-5 Yr US TIPS ETFRead Desk	0.07%	4.00%	0.0%	+2.1%	+2.4%	+4.9%	+2.9%	−1.3%	$254M
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B
4	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

All Four

5Y4 funds

#
1	BPBTP	Invesco 0-5 Yr US TIPS ETFRead Desk	0.07%	4.00%	0.0%	+2.1%	+2.4%	+4.9%	+2.9%	−1.3%	$254M
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B
4	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 PBTP

IUSB

iShares Core Universal USD Bond

$10,138

PBTP

Invesco 0-5 Yr US TIPS

$11,539

MeasureIUSBPBTP

Fee0.06%0.07%

Cost on $10k a year$6$7

Yield4.34%4.00%

5 years, per year+0.3%+2.9%

3 years, per year+5.6%+4.9%

Worst drop · 1Y−4.3%−1.3%

Volatility · 1Y3.9%1.6%

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, PBTP, VCIT, MUB

Today

[…]holdings […]

IUSBPBTPVCITMUB

IUSB—[…][…][…]

PBTP[…]—[…][…]

VCIT[…][…]—[…]

MUB[…][…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

IUSB$434 − $6 = $428

PBTP$400 − $7 = $393

MUB$327 − $5 = $322

KeptFee

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