PTRB vs IUSB

APTRB

BIUSB

Measures won2–3IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,102IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income4.85%PTRB · $485 on $10k

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

Held in common[…]PTRB and IUSB

PTRB

IUSB

PGIM Total Return Bond ETF · $1.2BiShares Core Universal USD Bond ETF · $50.1B

+6.0%3 years · per year$11,922 · $11,788+5.6%

[…]5 years · per year[…] · $10,102+0.2%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

4.85%12-mo yield$485 · $436 on $10k4.36%

−4.9%Worst dropSmaller wins−4.3%

4.2%VolatilityLower wins3.9%

2–3IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTRB · 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

Both

5Y2 funds

#			Trend
1	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
2	APTRB	PGIM Total Return Bond ETFRead Desk		0.49%	4.85%	−0.2%	−1.0%	−0.5%	+6.0%	new	−4.9%	$1.2B

End-of-day Nov 3, 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%	4.36%	−0.2%	−0.5%	−0.1%	+5.6%	+0.2%	−4.3%	$50.1B
2	APTRB	PGIM Total Return Bond ETFRead Desk		0.49%	4.85%	−0.2%	−1.0%	−0.5%	+6.0%	new	−4.9%	$1.2B

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

PTRB vs IUSB

PTRB

PGIM Total Return Bond

[…]

IUSB

iShares Core Universal USD Bond

$10,102

MeasurePTRBIUSB

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield4.85%4.36%

5 years, per year[…]+0.2%

3 years, per year+6.0%+5.6%

Worst drop · 1Y−4.9%−4.3%

Volatility · 1Y4.2%3.9%

3–2measures won
IUSB 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: PTRB, IUSB

Today

[…]holdings […]

PTRBIUSB

PTRB—[…]

IUSB[…]—

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

Income After Fees on $10,000

$436most kept, PTRB

PTRB$485 − $49 = $436

IUSB$436 − $6 = $430

KeptFee

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