USFI vs IAGG

AUSFI

BIAGG

Measures won2–3IAGG wins · of 6 · 5Y

$10,000 · 5Y$10,626IAGG

Lowest cost0.07%IAGG · $7 on $10k

Most income5.18%IAGG · $518 on $10k

Smallest drop−2.3%IAGG · worst fall in 1Y

Held in common[…]USFI and IAGG

USFI

IAGG

BrandywineGLOBAL - U.S. Fixed Income ETF · $10MiShares Core International Aggregate Bond ETF · $12.9B

+6.5%3 years · per year$12,082 · $11,560+5.0%

[…]5 years · per year[…] · $10,626+1.2%

0.39%Expense ratio$39 · $7 on $10k · lower wins0.07%

4.43%12-mo yield$443 · $518 on $10k5.18%

−2.9%Worst dropSmaller wins−2.3%

2.9%VolatilityLower wins3.0%

2–3IAGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSFI · IAGG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 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	BIAGG	iShares Core International Aggregate Bond ETFRead Desk		0.07%	5.18%	−0.1%	+1.2%	+0.8%	+5.0%	+1.2%	−2.3%	$12.9B
2	AUSFI	BrandywineGLOBAL - U.S. Fixed Income ETFRead Desk		0.39%	4.43%	0.0%	+0.3%	+0.3%	+6.5%	new	−2.9%	$10M

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

Both

5Y2 funds

#			Trend
1	BIAGG	iShares Core International Aggregate Bond ETFRead Desk		0.07%	5.18%	−0.1%	+1.2%	+0.8%	+5.0%	+1.2%	−2.3%	$12.9B
2	AUSFI	BrandywineGLOBAL - U.S. Fixed Income ETFRead Desk		0.39%	4.43%	0.0%	+0.3%	+0.3%	+6.5%	new	−2.9%	$10M

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

Cards for this view

USFI vs IAGG

USFI

BrandywineGLOBAL - U.S. Fixed Income

[…]

IAGG

iShares Core International Aggregate Bond

$10,626

MeasureUSFIIAGG

Fee0.39%0.07%

Cost on $10k a year$39$7

Yield4.43%5.18%

5 years, per year[…]+1.2%

3 years, per year+6.5%+5.0%

Worst drop · 1Y−2.9%−2.3%

Volatility · 1Y2.9%3.0%

3–2measures won
IAGG first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: USFI, IAGG

Today

[…]holdings […]

USFIIAGG

USFI—[…]

IAGG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$511most kept, IAGG

IAGG$518 − $7 = $511

USFI$443 − $39 = $404

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee