SDCP vs IUSB

ASDCP

BIUSB

Measures won3–1SDCP wins · of 6 · 5Y

$10,000 · 5Y$10,102IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income5.12%SDCP · $512 on $10k

Smallest drop−1.1%SDCP · worst fall in 1Y

Held in common[…]SDCP and IUSB

SDCP

IUSB

Virtus Newfleet Short Duration Core Plus Bond ETF · $13MiShares Core Universal USD Bond ETF · $50.1B

[…]3 years · per year[…] · $11,788+5.6%

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

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

5.12%12-mo yield$512 · $436 on $10k4.36%

−1.1%Worst dropSmaller wins−4.3%

1.2%VolatilityLower wins3.9%

3–1SDCP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDCP · 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	ASDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk		0.35%	5.12%	0.0%	+1.9%	+2.8%	new	new	−1.1%	$13M

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	ASDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk		0.35%	5.12%	0.0%	+1.9%	+2.8%	new	new	−1.1%	$13M

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

SDCP vs IUSB

SDCP

Virtus Newfleet Short Duration Core Plus Bond

[…]

IUSB

iShares Core Universal USD Bond

$10,102

MeasureSDCPIUSB

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield5.12%4.36%

5 years, per year[…]+0.2%

3 years, per year[…]+5.6%

Worst drop · 1Y−1.1%−4.3%

Volatility · 1Y1.2%3.9%

3–1measures won
SDCP 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: SDCP, IUSB

Today

[…]holdings […]

SDCPIUSB

SDCP—[…]

IUSB[…]—

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

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

IUSB$436 − $6 = $430

KeptFee

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