JCPB vs IUSB

AJCPB

BIUSB

Measures won3–2JCPB wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · JCPB $10,409

Lowest cost0.06%IUSB · $6 on $10k

Most income4.97%JCPB · $497 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]JCPB and IUSB

JCPB

IUSB

JPMorgan Core Plus Bond ETF · $17.4BiShares Core Universal USD Bond ETF · $50.3B

+6.5%3 years · per year$12,096 · $11,881+5.9%

+0.8%5 years · per year$10,409 · $10,113+0.2%

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

4.97%12-mo yield$497 · $434 on $10k4.34%

−4.5%Worst dropSmaller wins−4.3%

3.9%VolatilityLower wins3.9%

3–2JCPB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJCPB · IUSB

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

All Four

5Y4 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AJCPB	JPMorgan Core Plus Bond ETFRead Desk	0.40%	4.97%	+0.4%	+0.2%	+0.8%	+6.5%	+0.8%	−4.5%	$17.4B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B
4	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AJCPB	JPMorgan Core Plus Bond ETFRead Desk	0.40%	4.97%	+0.4%	+0.2%	+0.8%	+6.5%	+0.8%	−4.5%	$17.4B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B
4	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B

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

JCPB vs IUSB

JCPB

JPMorgan Core Plus Bond

$10,409

IUSB

iShares Core Universal USD Bond

$10,113

MeasureJCPBIUSB

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield4.97%4.34%

5 years, per year+0.8%+0.2%

3 years, per year+6.5%+5.9%

Worst drop · 1Y−4.5%−4.3%

Volatility · 1Y3.9%3.9%

3–2measures won
JCPB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: JCPB, IUSB, BNDX, SGOV

Today

[…]holdings […]

JCPBIUSBBNDXSGOV

JCPB—[…][…][…]

IUSB[…]—[…][…]

BNDX[…][…]—[…]

SGOV[…][…][…]—

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

Income After Fees on $10,000

$458most kept, BNDX

BNDX$465 − $7 = $458

JCPB$497 − $40 = $457

IUSB$434 − $6 = $428

SGOV$363 − $9 = $354

KeptFee

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