STOT vs IUSB

ASTOT

BIUSB

Measures won4–2STOT wins · of 6 · 5Y

$10,000 · 5Y$11,608STOT · IUSB $10,142

Lowest cost0.06%IUSB · $6 on $10k

Most income4.46%STOT · $446 on $10k

Smallest drop−1.0%STOT · worst fall in 1Y

Held in common[…]STOT and IUSB

STOT

IUSB

State Street DoubleLine Short Duration Total Return Tactical ETF · $543MiShares Core Universal USD Bond ETF · $50.3B

+4.9%3 years · per year$11,537 · $11,881+5.9%

+3.0%5 years · per year$11,591 · $10,113+0.2%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

4.46%12-mo yield$446 · $434 on $10k4.34%

−1.0%Worst dropSmaller wins−4.3%

1.2%VolatilityLower wins3.9%

4–2STOT wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTOT · 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	ASTOT	State Street DoubleLine Short Duration Total Return Tactical ETFRead Desk		0.45%	4.46%	+0.2%	+1.8%	+2.5%	+4.9%	+3.0%	−1.0%	$543M
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B

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	ASTOT	State Street DoubleLine Short Duration Total Return Tactical ETFRead Desk		0.45%	4.46%	+0.2%	+1.8%	+2.5%	+4.9%	+3.0%	−1.0%	$543M
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B

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

STOT vs IUSB

STOT

DoubleLine Short Duration Total Return Tactical

$11,591

IUSB

iShares Core Universal USD Bond

$10,113

MeasureSTOTIUSB

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield4.46%4.34%

5 years, per year+3.0%+0.2%

3 years, per year+4.9%+5.9%

Worst drop · 1Y−1.0%−4.3%

Volatility · 1Y1.2%3.9%

4–2measures won
STOT first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: STOT, IUSB

Today

[…]holdings […]

STOTIUSB

STOT—[…]

IUSB[…]—

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

STOT$446 − $45 = $401

KeptFee

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