IUSB vs STBF

AIUSB

BSTBF

Measures won1–3STBF wins · of 6 · 5Y

$10,000 · 5Y$10,113IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income4.74%STBF · $474 on $10k

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

Held in common[…]IUSB and STBF

IUSB

STBF

iShares Core Universal USD Bond ETF · $50.1BPerformance Trust Short Term Bond ETF · $131M

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

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

0.06%Expense ratio$6 · $65 on $10k · lower wins0.65%

4.34%12-mo yield$434 · $474 on $10k4.74%

−4.3%Worst dropSmaller wins−1.1%

3.9%VolatilityLower wins1.6%

1–3STBF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · STBF

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%	$50.1B
2	BSTBF	Performance Trust Short Term Bond ETFRead Desk		0.65%	4.74%	+0.2%	+2.4%	+3.5%	new	new	−1.1%	$131M

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%	$50.1B
2	BSTBF	Performance Trust Short Term Bond ETFRead Desk		0.65%	4.74%	+0.2%	+2.4%	+3.5%	new	new	−1.1%	$131M

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 STBF

IUSB

iShares Core Universal USD Bond

$10,113

STBF

Performance Trust Short Term Bond

[…]

MeasureIUSBSTBF

Fee0.06%0.65%

Cost on $10k a year$6$65

Yield4.34%4.74%

5 years, per year+0.2%[…]

3 years, per year+5.9%[…]

Worst drop · 1Y−4.3%−1.1%

Volatility · 1Y3.9%1.6%

3–1measures won
STBF 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IUSB, STBF

Today

[…]holdings […]

IUSBSTBF

IUSB—[…]

STBF[…]—

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

STBF$474 − $65 = $409

KeptFee

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