IUSB vs SCCR

AIUSB

BSCCR

Measures won3–1IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,138IUSB · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income4.65%SCCR · $465 on $10k

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

Held in common[…]IUSB and SCCR

IUSB

SCCR

iShares Core Universal USD Bond ETF · $50.4BSchwab Core Bond ETF · $1.9B

+5.6%3 years · per year$11,774 · […][…]

+0.3%5 years · per year$10,138 · […][…]

0.06%Expense ratio$6 · $16 on $10k · lower wins0.16%

4.34%12-mo yield$434 · $465 on $10k4.65%

−4.3%Worst dropSmaller wins−4.9%

3.9%VolatilityLower wins4.0%

3–1IUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSB · SCCR

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 Three

5Y3 funds

#
1	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
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B
3	BSCCR	Schwab Core Bond ETFRead Desk	0.16%	4.65%	−0.1%	−0.3%	+0.6%	new	new	−4.9%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	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
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B
3	BSCCR	Schwab Core Bond ETFRead Desk	0.16%	4.65%	−0.1%	−0.3%	+0.6%	new	new	−4.9%	$1.9B

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 SCCR

IUSB

iShares Core Universal USD Bond

$10,138

SCCR

Schwab Core Bond

[…]

MeasureIUSBSCCR

Fee0.06%0.16%

Cost on $10k a year$6$16

Yield4.34%4.65%

5 years, per year+0.3%[…]

3 years, per year+5.6%[…]

Worst drop · 1Y−4.3%−4.9%

Volatility · 1Y3.9%4.0%

3–1measures won
IUSB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IUSB, SCCR, AGG

Today

[…]holdings […]

IUSBSCCRAGG

IUSB—[…][…]

SCCR[…]—[…]

AGG[…][…]—

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

Income After Fees on $10,000

$449most kept, SCCR

SCCR$465 − $16 = $449

IUSB$434 − $6 = $428

AGG$412 − $3 = $409

KeptFee

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