RTRE vs IUSB

ARTRE

BIUSB

Measures won1–3IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,142IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income4.64%RTRE · $464 on $10k

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

Held in common[…]RTRE and IUSB

RTRE

IUSB

Collaborative Investment Series Trust - Rareview Total Return Bond ETF · $58MiShares Core Universal USD Bond ETF · $50.3B

[…]3 years · per year[…] · $11,881+5.9%

[…]5 years · per year[…] · $10,113+0.2%

1.33%Expense ratio$133 · $6 on $10k · lower wins0.06%

4.64%12-mo yield$464 · $434 on $10k4.34%

−6.2%Worst dropSmaller wins−4.3%

4.7%VolatilityLower wins3.9%

1–3IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsRTRE · 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%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B
2	ARTRE	Collaborative Investment Series Trust - Rareview Total Return Bond ETFRead Desk		1.33%	4.64%	+0.5%	−1.4%	−0.9%	new	new	−6.2%	$58M

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%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B
2	ARTRE	Collaborative Investment Series Trust - Rareview Total Return Bond ETFRead Desk		1.33%	4.64%	+0.5%	−1.4%	−0.9%	new	new	−6.2%	$58M

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

RTRE vs IUSB

RTRE

Collaborative Investment Series Trust - Rareview Total Return Bond

[…]

IUSB

iShares Core Universal USD Bond

$10,113

MeasureRTREIUSB

Fee1.33%0.06%

Cost on $10k a year$133$6

Yield4.64%4.34%

5 years, per year[…]+0.2%

3 years, per year[…]+5.9%

Worst drop · 1Y−6.2%−4.3%

Volatility · 1Y4.7%3.9%

3–1measures won
IUSB first

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

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 5, 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 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RTRE, IUSB

Today

[…]holdings […]

RTREIUSB

RTRE—[…]

IUSB[…]—

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

RTRE$464 − $133 = $331

KeptFee

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