TAFM vs IUSB

ATAFM

BIUSB

Measures won1–3IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,138IUSB

Lowest cost0.06%IUSB · $6 on $10k

Most income4.34%IUSB · $434 on $10k

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

Held in common[…]TAFM and IUSB

TAFM

IUSB

Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF · $1.2BiShares Core Universal USD Bond ETF · $50.4B

[…]3 years · per year[…] · $11,774+5.6%

[…]5 years · per year[…] · $10,138+0.3%

0.28%Expense ratio$28 · $6 on $10k · lower wins0.06%

3.68%12-mo yield$368 · $434 on $10k4.34%

−6.6%Worst dropSmaller wins−4.3%

3.8%VolatilityLower wins3.9%

1–3IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAFM · 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

Both

5Y2 funds

#			Trend
1	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
2	ATAFM	Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETFRead Desk		0.28%	3.68%	+0.4%	+1.2%	+1.7%	new	new	−6.6%	$1.2B

End-of-day Nov 6, 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%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B
2	ATAFM	Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETFRead Desk		0.28%	3.68%	+0.4%	+1.2%	+1.7%	new	new	−6.6%	$1.2B

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

TAFM vs IUSB

TAFM

Alliance Bernstein - AB Tax-Aware Intermediate Municipal

[…]

IUSB

iShares Core Universal USD Bond

$10,138

MeasureTAFMIUSB

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield3.68%4.34%

5 years, per year[…]+0.3%

3 years, per year[…]+5.6%

Worst drop · 1Y−6.6%−4.3%

Volatility · 1Y3.8%3.9%

3–1measures won
IUSB first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TAFM, IUSB

Today

[…]holdings […]

TAFMIUSB

TAFM—[…]

IUSB[…]—

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

TAFM$368 − $28 = $340

KeptFee

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