STOT vs IUSB

ASTOT

BIUSB

Measures won4–2STOT wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · STOT $11,614

Lowest cost0.05%MUB · $5 on $10k

Most income4.45%STOT · $445 on $10k

Smallest drop0.0%SGOV · 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 · $50.4B

+4.9%3 years · per year$11,542 · $11,774+5.6%

+3.0%5 years · per year$11,614 · $10,138+0.3%

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

4.45%12-mo yield$445 · $434 on $10k4.34%

−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 6, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	ASTOT	State Street DoubleLine Short Duration Total Return Tactical ETFRead Desk	0.45%	4.45%	0.0%	+1.9%	+2.7%	+4.9%	+3.0%	−1.0%	$544M
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B
4	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	ASTOT	State Street DoubleLine Short Duration Total Return Tactical ETFRead Desk	0.45%	4.45%	0.0%	+1.9%	+2.7%	+4.9%	+3.0%	−1.0%	$544M
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B
4	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B

End-of-day Nov 6, 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

$11,614

IUSB

iShares Core Universal USD Bond

$10,138

MeasureSTOTIUSB

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield4.45%4.34%

5 years, per year+3.0%+0.3%

3 years, per year+4.9%+5.6%

Worst drop · 1Y−1.0%−4.3%

Volatility · 1Y1.2%3.9%

4–2measures won
STOT first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: STOT, IUSB, SGOV, MUB

Today

[…]holdings […]

STOTIUSBSGOVMUB

STOT—[…][…][…]

IUSB[…]—[…][…]

SGOV[…][…]—[…]

MUB[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

STOT$445 − $45 = $400

SGOV$363 − $9 = $354

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee