SPIP vs IUSB

ASPIP

BIUSB

Measures won2–3IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,414MUB · IUSB $10,142

Lowest cost0.05%MUB · $5 on $10k

Most income5.48%SPIP · $548 on $10k

Smallest drop−4.0%SPIP · worst fall in 1Y

Held in common[…]SPIP and IUSB

SPIP

IUSB

State Street SPDR Portfolio TIPS ETF · $1.1BiShares Core Universal USD Bond ETF · $50.4B

+4.6%3 years · per year$11,454 · $11,909+6.0%

−0.1%5 years · per year$9,928 · $10,142+0.3%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

5.48%12-mo yield$548 · $433 on $10k4.33%

−4.0%Worst dropSmaller wins−4.3%

3.9%VolatilityLower wins3.9%

2–3IUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPIP · 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 Three

5Y3 funds

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
3	ASPIP	State Street SPDR Portfolio TIPS ETFRead Desk	0.12%	5.48%	+0.2%	+0.1%	−0.3%	+4.6%	−0.1%	−4.0%	$1.1B

End-of-day Nov 5, 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%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
3	ASPIP	State Street SPDR Portfolio TIPS ETFRead Desk	0.12%	5.48%	+0.2%	+0.1%	−0.3%	+4.6%	−0.1%	−4.0%	$1.1B

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

SPIP vs IUSB

SPIP

SPDR Portfolio TIPS

$9,928

IUSB

iShares Core Universal USD Bond

$10,142

MeasureSPIPIUSB

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield5.48%4.33%

5 years, per year−0.1%+0.3%

3 years, per year+4.6%+6.0%

Worst drop · 1Y−4.0%−4.3%

Volatility · 1Y3.9%3.9%

3–2measures 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SPIP, IUSB, MUB

Today

[…]holdings […]

SPIPIUSBMUB

SPIP—[…][…]

IUSB[…]—[…]

MUB[…][…]—

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

Income After Fees on $10,000

$536most kept, SPIP

SPIP$548 − $12 = $536

IUSB$433 − $6 = $427

MUB$327 − $5 = $322

KeptFee

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