RTRE vs IUSB

ARTRE

BIUSB

Measures won1–3IUSB wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · VCIT $10,508

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop0.0%SGOV · 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[…] · $11,909+6.0%

[…]5 years · per year[…] · $10,142+0.3%

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

4.65%12-mo yield$465 · $433 on $10k4.33%

−6.2%Worst dropSmaller wins−4.3%

4.7%VolatilityLower wins3.9%

1–3IUSB wins

$10,000 · 5 yearsAll four, one 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

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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
4	ARTRE	Collaborative Investment Series Trust - Rareview Total Return Bond ETFRead Desk	1.33%	4.65%	0.0%	−1.4%	−1.0%	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

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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
4	ARTRE	Collaborative Investment Series Trust - Rareview Total Return Bond ETFRead Desk	1.33%	4.65%	0.0%	−1.4%	−1.0%	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

$10,142

MeasureRTREIUSB

Fee1.33%0.06%

Cost on $10k a year$133$6

Yield4.65%4.33%

5 years, per year[…]+0.3%

3 years, per year[…]+6.0%

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

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 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RTRE, IUSB, SGOV, VCIT

Today

[…]holdings […]

RTREIUSBSGOVVCIT

RTRE—[…][…][…]

IUSB[…]—[…][…]

SGOV[…][…]—[…]

VCIT[…][…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

IUSB$433 − $6 = $427

SGOV$363 − $9 = $354

RTRE$465 − $133 = $332

KeptFee

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