IUSB vs SMTH

AIUSB

BSMTH

Measures won3–1IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,508VCIT · MUB $10,414

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 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

+6.0%3 years · per year$11,909 · […][…]

+0.3%5 years · per year$10,142 · […][…]

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

4.33%12-mo yield$433 · $441 on $10k4.41%

−4.3%Worst dropSmaller wins−4.6%

3.9%VolatilityLower wins4.0%

3–1IUSB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIUSB · SMTH

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.7B
3	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
4	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.41%	+0.2%	−0.2%	+0.2%	new	new	−4.6%	$3.7B

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

All Four

5Y4 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.7B
3	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
4	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.41%	+0.2%	−0.2%	+0.2%	new	new	−4.6%	$3.7B

End-of-day Nov 5, 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

$10,142

SMTH

ALPS Funds Smith Core Plus Bond

[…]

MeasureIUSBSMTH

Fee0.06%0.59%

Cost on $10k a year$6$59

Yield4.33%4.41%

5 years, per year+0.3%[…]

3 years, per year+6.0%[…]

Worst drop · 1Y−4.3%−4.6%

Volatility · 1Y3.9%4.0%

3–1measures won
IUSB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IUSB, SMTH, VCIT, MUB

Today

[…]holdings […]

IUSBSMTHVCITMUB

IUSB—[…][…][…]

SMTH[…]—[…][…]

VCIT[…][…]—[…]

MUB[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

IUSB$433 − $6 = $427

SMTH$441 − $59 = $382

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee