SDCP vs IUSB

ASDCP

BIUSB

Measures won3–1SDCP wins · of 6 · 5Y

$10,000 · 5Y$10,432MUB · IUSB $10,151

Lowest cost0.05%MUB · $5 on $10k

Most income5.07%SDCP · $507 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 · $50.5B

[…]3 years · per year[…] · $11,705+5.4%

[…]5 years · per year[…] · $10,151+0.3%

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

5.07%12-mo yield$507 · $433 on $10k4.33%

−1.1%Worst dropSmaller wins−4.3%

1.5%VolatilityLower wins3.9%

3–1SDCP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSDCP · IUSB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
3	ASDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk	0.35%	5.07%	+1.0%	+3.0%	+3.9%	new	new	−1.1%	$13M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
3	ASDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk	0.35%	5.07%	+1.0%	+3.0%	+3.9%	new	new	−1.1%	$13M

End-of-day Nov 9, 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

$10,151

MeasureSDCPIUSB

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield5.07%4.33%

5 years, per year[…]+0.3%

3 years, per year[…]+5.4%

Worst drop · 1Y−1.1%−4.3%

Volatility · 1Y1.5%3.9%

3–1measures won
SDCP first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SDCP, IUSB, MUB

Today

[…]holdings […]

SDCPIUSBMUB

SDCP—[…][…]

IUSB[…]—[…]

MUB[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$472most kept, SDCP

SDCP$507 − $35 = $472

IUSB$433 − $6 = $427

MUB$326 − $5 = $321

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee