IUSB vs PMIO

AIUSB

BPMIO

Measures won3–1IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,151IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income4.33%IUSB · $433 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]IUSB and PMIO

IUSB

PMIO

iShares Core Universal USD Bond ETF · $50.5BPGIM Municipal Income Opportunities ETF · $65M

+5.4%3 years · per year$11,705 · […][…]

+0.3%5 years · per year$10,151 · […][…]

0.06%Expense ratio$6 · $25 on $10k · lower wins0.25%

4.33%12-mo yield$433 · $382 on $10k3.82%

−4.3%Worst dropSmaller wins−4.9%

3.9%VolatilityLower wins2.9%

3–1IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · PMIO

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

Both

5Y2 funds

#			Trend
1	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
2	BPMIO	PGIM Municipal Income Opportunities ETFRead Desk		0.25%	3.82%	+0.2%	+2.2%	+2.7%	new	new	−4.9%	$65M

End-of-day Nov 9, 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%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
2	BPMIO	PGIM Municipal Income Opportunities ETFRead Desk		0.25%	3.82%	+0.2%	+2.2%	+2.7%	new	new	−4.9%	$65M

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 PMIO

IUSB

iShares Core Universal USD Bond

$10,151

PMIO

PGIM Municipal Income Opportunities

[…]

MeasureIUSBPMIO

Fee0.06%0.25%

Cost on $10k a year$6$25

Yield4.33%3.82%

5 years, per year+0.3%[…]

3 years, per year+5.4%[…]

Worst drop · 1Y−4.3%−4.9%

Volatility · 1Y3.9%2.9%

3–1measures won
IUSB first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IUSB, PMIO

Today

[…]holdings […]

IUSBPMIO

IUSB—[…]

PMIO[…]—

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

PMIO$382 − $25 = $357

KeptFee

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