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Save view, at the bottom, keeps this one here JPST and SCUS · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return0.0%+0.2%+0.5%+2.7%+3.4%——+9.6%
Peer average0.0%+0.3%+0.5%+2.8%+3.4%+15.1%+18.3%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
Schwab SCUS and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
TRI-PARTY WELLTri-Party Wells Fargo Securities L 4.49% 04/09/20273.0%TRI-PARTY BA3.0%TRI-PARTY CI2.9%BAYERISCHE L2.7%SOCIETE GENE2.6%TRI-PARTY SM2.3%TRI-PARTY J.2.2%TRI-PARTY BO2.1%NATWEST MARK2.1%BANCO BILBAO1.9%NORDDEUTSCHE1.9%ING BANK NV 1.9%MACQUARIE BA1.9%SALESFORCE I1.8%US BANCORP 31.8%UBS AG (LOND1.8%HSBC USA INC1.7%SIMON PROPER1.7%BNP PARIBAS 1.7%CONCORD MINU1.5%BANK OF MONT1.5%COOPERATIEVE1.5%
TRI-PARTY WELLTri-Party Wells Fargo Securities L 4.49% 04/09/20273.0%TRI-PARTY BA3.0%TRI-PARTY CI2.9%BAYERISCHE L2.7%SOCIETE GENE2.6%TRI-PARTY SM2.3%TRI-PARTY J.2.2%TRI-PARTY BO2.1%NATWEST MARK2.1%BANCO BILBAO1.9%NORDDEUTSCHE1.9%ING BANK NV 1.9%
Schwab SCUS · 138 holdings · top 22 shown · tile size = share of the fund · as of Nov 13, 2026
+3.6%
0.0%
$18.3B
Ultra-Short Bond
+2.7%
+0.1%
$9.9B
Ultra Short Duration Bond Active
+2.9%
+0.1%
$8.9B
JPMorgan Ultra-Short Municipal Income
+2.0%
0.0%
$8.5B
First Trust Enhanced Short Maturity
+2.9%
+0.1%
$6.8B
First Trust Low Duration Opportunities
+1.0%
0.0%
$6.6B
Ultra Short Duration
+3.1%
0.0%
$4.1B
Dimensional Ultrashort Fixed Income
+3.0%
0.0%
$2.8B
Fidelity Low Duration Bond Factor
+2.6%
−0.1%
$2.4B
T. Rowe Price Ultra Short-Term Bond
+3.2%
0.0%
$2.1B
Goldman Sachs Ultra Short Bond
+3.3%
0.0%
$1.8B
Northern Trust Ultra-Short Fixed Income
+3.0%
0.0%
$1.6B
Alliance Bernstein - AB Ultra Short Income
+2.4%
0.0%
$1.6B
Short Maturity Municipal Bond Active
+1.7%
+0.1%
$1.6B
Ultra-Short · current AUM · as of Nov 13, 2026
0.0%
+3.6%
+4.3%
$18.3B
Vanguard Ultra-Short Bond ETF
+0.1%
+2.7%
+3.5%
$9.9B
iShares Ultra Short Duration Bond Active ETF
+0.1%
+2.9%
+3.6%
$8.9B
Schwab Ultra-Short Income ETF
0.0%
+2.7%
+3.4%
$263M
#31 of 50 this year · #7 cheapest of 56 · sorted by assets
SCUS and its peer group · total return · as of Nov 13, 2026
3.00%
2TRI-PATri-Party Barclays Bank 3.96% 11/12/20263.00%
3TRI-PATri-Party Citigroup Global Markets 4.37% 04/19/20272.87%
4BAYERIBayerische Landesbank (new York Br 4.49% 09/09/2027 (bbg024xz1js2)2.67%
5SOCIETSociete Generale 08/20/2027 (bbg024lgp2q0)2.58%
6TRI-PATri-Party Smbc Nikko Securities Am 3.98% 11/13/20262.29%
7TRI-PATri-Party J.p. Morgan Securities L 4.39% 04/20/20272.22%
8TRI-PATri-Party Boasi - Bofa Securities 4.39% 02/08/20272.10%
9NATWESNatwest Markets 04/21/2027 (bbg023tdzv95)2.06%
10BANCO Banco Bilbao Vizcaya Argentaria 4.30% 05/28/2027 (bbg022nnz4j0)1.91%
Schwab SCUS · weight in the fund · as of Nov 13, 2026
TRI-PARTY WELLTri-Party Wells Fargo Securities L 4.49% 04/09/20273.0%TRI-PARTY BA3.0%TRI-PARTY CI2.9%BAYERISCHE L2.7%SOCIETE GENE2.6%
TRI-PARTY WELLTri-Party Wells Fargo Securities L 4.49% 04/09/20273.0%TRI-PARTY BA3.0%TRI-PARTY CI2.9%BAYERISCHE L2.7%SOCIETE GENE2.6%
Schwab SCUS · 138 holdings · top 22 shown · tile size = share of the fund · as of Nov 13, 2026
+0.2 pts
JPST and SCUS · year-to-date · as of Nov 13, 2026 · AUM not scored
SCUSAvsBPeer average
1D0.0%0.0%
1M+0.2%+0.3%
3M+0.5%+0.5%
YTD+2.7%+2.8%
1Y+3.4%+3.4%
3Y[…]+15.1%
5Y[…]+18.3%
2–3Peer average wins
55 Ultra-short peers · each row scaled to its leader
TRI-PARTY SM2.3%
TRI-PARTY J.2.2%
TRI-PARTY BO2.1%
NATWEST MARK2.1%
BANCO BILBAO1.9%
NORDDEUTSCHE1.9%
ING BANK NV 1.9%
MACQUARIE BA1.9%
SALESFORCE I1.8%
US BANCORP 31.8%
UBS AG (LOND1.8%
HSBC USA INC1.7%
SIMON PROPER1.7%
BNP PARIBAS 1.7%
CONCORD MINU1.5%
BANK OF MONT1.5%
COOPERATIEVE1.5%
TRI-PARTY SM2.3%
TRI-PARTY J.2.2%
TRI-PARTY BO2.1%
NATWEST MARK2.1%
BANCO BILBAO1.9%
NORDDEUTSCHE1.9%
ING BANK NV 1.9%