STOT vs IUSB

ASTOT

BIUSB

Measures won4–2STOT wins · of 6 · 5Y

$10,000 · 5Y$11,620STOT · VCIT $10,510

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 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 · $544MiShares Core Universal USD Bond ETF · $50.5B

+4.9%3 years · per year$11,536 · $11,705+5.4%

+3.0%5 years · per year$11,620 · $10,151+0.3%

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

4.45%12-mo yield$445 · $433 on $10k4.33%

−1.0%Worst dropSmaller wins−4.3%

1.2%VolatilityLower wins3.9%

4–2STOT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSTOT · 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 Four

5Y4 funds

#
1	ASTOT	State Street DoubleLine Short Duration Total Return Tactical ETFRead Desk	0.45%	4.45%	0.0%	+1.9%	+2.6%	+4.9%	+3.0%	−1.0%	$544M
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
3	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
4	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

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

All Four

5Y4 funds

#
1	ASTOT	State Street DoubleLine Short Duration Total Return Tactical ETFRead Desk	0.45%	4.45%	0.0%	+1.9%	+2.6%	+4.9%	+3.0%	−1.0%	$544M
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
3	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
4	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

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

STOT vs IUSB

STOT

DoubleLine Short Duration Total Return Tactical

$11,620

IUSB

iShares Core Universal USD Bond

$10,151

MeasureSTOTIUSB

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield4.45%4.33%

5 years, per year+3.0%+0.3%

3 years, per year+4.9%+5.4%

Worst drop · 1Y−1.0%−4.3%

Volatility · 1Y1.2%3.9%

4–2measures won
STOT 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: STOT, IUSB, MUB, VCIT

Today

[…]holdings […]

STOTIUSBMUBVCIT

STOT—[…][…][…]

IUSB[…]—[…][…]

MUB[…][…]—[…]

VCIT[…][…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

IUSB$433 − $6 = $427

STOT$445 − $45 = $400

MUB$326 − $5 = $321

KeptFee

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