IUSB vs SMTH

AIUSB

BSMTH

Measures won2–1IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,469VCIT · IUSB $10,113

Lowest cost0.03%VCIT · $3 on $10k

Most income5.03%VCIT · $503 on $10k

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

Held in common[…]IUSB and SMTH

IUSB

SMTH

iShares Core Universal USD Bond ETF · $50.3BALPS Funds Smith Core Plus Bond ETF · $3.7B

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

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

0.06%Expense ratio$6 · $59 on $10k · lower wins0.59%

4.34%12-mo yield$434 · $442 on $10k4.42%

−4.3%Worst dropSmaller wins−4.6%

3.9%VolatilityLower wins3.9%

2–1IUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSB · SMTH

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

All Three

5Y3 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.03%	+0.6%	−0.9%	+0.1%	+7.2%	+0.9%	−4.9%	$66.6B
2	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
3	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.42%	+0.3%	−0.4%	0.0%	new	new	−4.6%	$3.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.03%	+0.6%	−0.9%	+0.1%	+7.2%	+0.9%	−4.9%	$66.6B
2	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
3	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.42%	+0.3%	−0.4%	0.0%	new	new	−4.6%	$3.7B

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 SMTH

IUSB

iShares Core Universal USD Bond

$10,113

SMTH

ALPS Funds Smith Core Plus Bond

[…]

MeasureIUSBSMTH

Fee0.06%0.59%

Cost on $10k a year$6$59

Yield4.34%4.42%

5 years, per year+0.2%[…]

3 years, per year+5.9%[…]

Worst drop · 1Y−4.3%−4.6%

Volatility · 1Y3.9%3.9%

2–1measures won
IUSB 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, SMTH, VCIT

Today

[…]holdings […]

IUSBSMTHVCIT

IUSB—[…][…]

SMTH[…]—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$500most kept, VCIT

VCIT$503 − $3 = $500

IUSB$434 − $6 = $428

SMTH$442 − $59 = $383

KeptFee

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