IUSB vs TIPX

AIUSB

BTIPX

Measures won2–4TIPX wins · of 6 · 5Y

$10,000 · 5Y$10,818TIPX · IUSB $10,151

Lowest cost0.06%IUSB · $6 on $10k

Most income5.11%TIPX · $511 on $10k

Smallest drop−2.9%TIPX · worst fall in 1Y

Held in common[…]IUSB and TIPX

IUSB

TIPX

iShares Core Universal USD Bond ETF · $50.4BState Street SPDR Bloomberg 1-10 Year TIPS ETF · $2.1B

+5.6%3 years · per year$11,774 · $11,496+4.8%

+0.3%5 years · per year$10,138 · $10,822+1.6%

0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%

4.34%12-mo yield$434 · $511 on $10k5.11%

−4.3%Worst dropSmaller wins−2.9%

3.9%VolatilityLower wins2.8%

2–4TIPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · TIPX

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

Held in common[…]

End-of-day Nov 9, 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	BTIPX	State Street SPDR Bloomberg 1-10 Year TIPS ETFRead Desk		0.15%	5.11%	+0.1%	+0.9%	+1.2%	+4.8%	+1.6%	−2.9%	$2.1B
2	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

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BTIPX	State Street SPDR Bloomberg 1-10 Year TIPS ETFRead Desk		0.15%	5.11%	+0.1%	+0.9%	+1.2%	+4.8%	+1.6%	−2.9%	$2.1B
2	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

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUSB vs TIPX

IUSB

iShares Core Universal USD Bond

$10,138

TIPX

SPDR Bloomberg 1-10 Year TIPS

$10,822

MeasureIUSBTIPX

Fee0.06%0.15%

Cost on $10k a year$6$15

Yield4.34%5.11%

5 years, per year+0.3%+1.6%

3 years, per year+5.6%+4.8%

Worst drop · 1Y−4.3%−2.9%

Volatility · 1Y3.9%2.8%

4–2measures won
TIPX first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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 9, 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IUSB, TIPX

Today

[…]holdings […]

IUSBTIPX

IUSB—[…]

TIPX[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$496most kept, TIPX

TIPX$511 − $15 = $496

IUSB$434 − $6 = $428

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee