JCPB vs IUSB

AJCPB

BIUSB

Measures won3–2JCPB wins · of 6 · 5Y

$10,000 · 5Y$10,394JCPB · BNDX $10,152

Lowest cost0.06%IUSB · $6 on $10k

Most income4.99%JCPB · $499 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common[…]JCPB and IUSB

JCPB

IUSB

JPMorgan Core Plus Bond ETF · $17.5BiShares Core Universal USD Bond ETF · $50.1B

+6.3%3 years · per year$12,025 · $11,788+5.6%

+0.8%5 years · per year$10,394 · $10,102+0.2%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

4.99%12-mo yield$499 · $436 on $10k4.36%

−4.5%Worst dropSmaller wins−4.3%

3.9%VolatilityLower wins3.9%

3–2JCPB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJCPB · IUSB

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

Held in common[…]

End-of-day Nov 3, 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	AJCPB	JPMorgan Core Plus Bond ETFRead Desk	0.40%	4.99%	−0.1%	−0.2%	+0.3%	+6.3%	+0.8%	−4.5%	$17.5B
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.36%	−0.2%	−0.5%	−0.1%	+5.6%	+0.2%	−4.3%	$50.1B

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

All Three

5Y3 funds

#
1	AJCPB	JPMorgan Core Plus Bond ETFRead Desk	0.40%	4.99%	−0.1%	−0.2%	+0.3%	+6.3%	+0.8%	−4.5%	$17.5B
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.36%	−0.2%	−0.5%	−0.1%	+5.6%	+0.2%	−4.3%	$50.1B

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

Cards for this view

JCPB vs IUSB

JCPB

JPMorgan Core Plus Bond

$10,394

IUSB

iShares Core Universal USD Bond

$10,102

MeasureJCPBIUSB

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield4.99%4.36%

5 years, per year+0.8%+0.2%

3 years, per year+6.3%+5.6%

Worst drop · 1Y−4.5%−4.3%

Volatility · 1Y3.9%3.9%

3–2measures won
JCPB first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: JCPB, IUSB, BNDX

Today

[…]holdings […]

JCPBIUSBBNDX

JCPB—[…][…]

IUSB[…]—[…]

BNDX[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$460most kept, BNDX

BNDX$467 − $7 = $460

JCPB$499 − $40 = $459

IUSB$436 − $6 = $430

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee