SSFI vs IUSB

ASSFI

BIUSB

Measures won0–6IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,142IUSB · SSFI $9,756

Lowest cost0.06%IUSB · $6 on $10k

Most income4.33%IUSB · $433 on $10k

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

Held in common[…]SSFI and IUSB

SSFI

IUSB

Day Hagan Smart Sector Fixed Income ETF · $28MiShares Core Universal USD Bond ETF · $50.3B

+4.6%3 years · per year$11,449 · $11,909+6.0%

−0.5%5 years · per year$9,756 · $10,142+0.3%

0.76%Expense ratio$76 · $6 on $10k · lower wins0.06%

3.86%12-mo yield$386 · $433 on $10k4.33%

−4.8%Worst dropSmaller wins−4.3%

4.0%VolatilityLower wins3.9%

0–6IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSFI · 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	ASSFI	Day Hagan Smart Sector Fixed Income ETFRead Desk		0.76%	3.86%	+0.2%	−0.7%	−0.5%	+4.6%	−0.5%	−4.8%	$28M

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	ASSFI	Day Hagan Smart Sector Fixed Income ETFRead Desk		0.76%	3.86%	+0.2%	−0.7%	−0.5%	+4.6%	−0.5%	−4.8%	$28M

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

SSFI vs IUSB

SSFI

Day Hagan Smart Sector Fixed Income

$9,756

IUSB

iShares Core Universal USD Bond

$10,142

MeasureSSFIIUSB

Fee0.76%0.06%

Cost on $10k a year$76$6

Yield3.86%4.33%

5 years, per year−0.5%+0.3%

3 years, per year+4.6%+6.0%

Worst drop · 1Y−4.8%−4.3%

Volatility · 1Y4.0%3.9%

6–0measures 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: SSFI, IUSB

Today

[…]holdings […]

SSFIIUSB

SSFI—[…]

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

SSFI$386 − $76 = $310

KeptFee

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