NUAG vs IUSB

ANUAG

BIUSB

Measures won2–3IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,142IUSB · NUAG $10,119

Lowest cost0.06%IUSB · $6 on $10k

Most income4.56%NUAG · $456 on $10k

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

Held in common[…]NUAG and IUSB

NUAG

IUSB

Nuveen Enhanced Yield U.S. Aggregate Bond · $133MiShares Core Universal USD Bond ETF · $50.4B

+6.2%3 years · per year$11,972 · $11,909+6.0%

+0.2%5 years · per year$10,119 · $10,142+0.3%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

4.56%12-mo yield$456 · $433 on $10k4.33%

−4.4%Worst dropSmaller wins−4.3%

3.9%VolatilityLower wins3.9%

2–3IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUAG · IUSB

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

Held in common[…]

End-of-day Nov 5, 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	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
2	ANUAG	Nuveen Enhanced Yield U.S. Aggregate BondRead Desk		0.15%	4.56%	+0.3%	0.0%	+0.3%	+6.2%	+0.2%	−4.4%	$133M

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

Both

5Y2 funds

#			Trend
1	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
2	ANUAG	Nuveen Enhanced Yield U.S. Aggregate BondRead Desk		0.15%	4.56%	+0.3%	0.0%	+0.3%	+6.2%	+0.2%	−4.4%	$133M

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

Cards for this view

NUAG vs IUSB

NUAG

Nuveen Enhanced Yield U.S. Aggregate Bond

$10,119

IUSB

iShares Core Universal USD Bond

$10,142

MeasureNUAGIUSB

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield4.56%4.33%

5 years, per year+0.2%+0.3%

3 years, per year+6.2%+6.0%

Worst drop · 1Y−4.4%−4.3%

Volatility · 1Y3.9%3.9%

3–2measures won
IUSB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NUAG, IUSB

Today

[…]holdings […]

NUAGIUSB

NUAG—[…]

IUSB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$441most kept, NUAG

NUAG$456 − $15 = $441

IUSB$433 − $6 = $427

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee