IUSB vs SDCP

AIUSB

BSDCP

Measures won1–3SDCP wins · of 6 · 5Y

$10,000 · 5Y$10,113IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income5.12%SDCP · $512 on $10k

Smallest drop−1.1%SDCP · worst fall in 1Y

Held in common[…]IUSB and SDCP

IUSB

SDCP

iShares Core Universal USD Bond ETF · $50.3BVirtus Newfleet Short Duration Core Plus Bond ETF · $13M

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

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

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

4.34%12-mo yield$434 · $512 on $10k5.12%

−4.3%Worst dropSmaller wins−1.1%

3.9%VolatilityLower wins1.2%

1–3SDCP wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · SDCP

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%	$50.3B
2	BSDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk		0.35%	5.12%	+0.1%	+2.0%	+2.9%	new	new	−1.1%	$13M

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%	$50.3B
2	BSDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk		0.35%	5.12%	+0.1%	+2.0%	+2.9%	new	new	−1.1%	$13M

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 SDCP

IUSB

iShares Core Universal USD Bond

$10,113

SDCP

Virtus Newfleet Short Duration Core Plus Bond

[…]

MeasureIUSBSDCP

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield4.34%5.12%

5 years, per year+0.2%[…]

3 years, per year+5.9%[…]

Worst drop · 1Y−4.3%−1.1%

Volatility · 1Y3.9%1.2%

3–1measures won
SDCP 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IUSB, SDCP

Today

[…]holdings […]

IUSBSDCP

IUSB—[…]

SDCP[…]—

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

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

IUSB$434 − $6 = $428

KeptFee

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