IUSB vs VTI

AIUSB

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,697VTI · MUB $10,432

Lowest cost0.03%VTI · $3 on $10k

Most income4.33%IUSB · $433 on $10k

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

Held in common[…]IUSB and VTI

IUSB

VTI

iShares Core Universal USD Bond ETF · $50.5BVanguard Morningstar Total Stock Market ETF · $689B

+5.4%3 years · per year$11,705 · $18,090+21.8%

+0.3%5 years · per year$10,151 · $16,697+10.8%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

4.33%12-mo yield$433 · $106 on $10k1.06%

−4.3%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSB · VTI

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

All Three

5Y3 funds

#
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

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

All Three

5Y3 funds

#
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

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 VTI

IUSB

iShares Core Universal USD Bond

$10,151

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureIUSBVTI

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield4.33%1.06%

5 years, per year+0.3%+10.8%

3 years, per year+5.4%+21.8%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.9%13.9%

3–3measures won
level

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IUSB, VTI, MUB

Today

[…]holdings […]

IUSBVTIMUB

IUSB—[…][…]

VTI[…]—[…]

MUB[…][…]—

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

MUB$326 − $5 = $321

VTI$106 − $3 = $103

KeptFee

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