SCHZ vs IUSB

ASCHZ

BIUSB

Measures won1–5IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,142IUSB · SCHZ $9,965

Lowest cost0.03%SCHZ · $3 on $10k

Most income4.33%IUSB · $433 on $10k

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

Held in common[…]SCHZ and IUSB

SCHZ

IUSB

Schwab U.S. Aggregate Bond ETF · $10.8BiShares Core Universal USD Bond ETF · $50.3B

+5.6%3 years · per year$11,774 · $11,909+6.0%

−0.1%5 years · per year$9,965 · $10,142+0.3%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

4.27%12-mo yield$427 · $433 on $10k4.33%

−4.6%Worst dropSmaller wins−4.3%

4.0%VolatilityLower wins3.9%

1–5IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHZ · 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%	$50.3B
2	ASCHZ	Schwab U.S. Aggregate Bond ETFRead Desk		0.03%	4.27%	+0.2%	0.0%	+0.4%	+5.6%	−0.1%	−4.6%	$10.8B

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%	$50.3B
2	ASCHZ	Schwab U.S. Aggregate Bond ETFRead Desk		0.03%	4.27%	+0.2%	0.0%	+0.4%	+5.6%	−0.1%	−4.6%	$10.8B

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

SCHZ vs IUSB

SCHZ

Schwab U.S. Aggregate Bond

$9,965

IUSB

iShares Core Universal USD Bond

$10,142

MeasureSCHZIUSB

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield4.27%4.33%

5 years, per year−0.1%+0.3%

3 years, per year+5.6%+6.0%

Worst drop · 1Y−4.6%−4.3%

Volatility · 1Y4.0%3.9%

4–1measures 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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHZ, IUSB

Today

[…]holdings […]

SCHZIUSB

SCHZ—[…]

IUSB[…]—

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

SCHZ$427 − $3 = $424

KeptFee

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