Which returned more over the last year, IUSB or SDY?

In the year to Oct 28, 2026, with distributions reinvested, IUSB returned −1.2% and SDY +16.5%.

Which is cheaper, IUSB or SDY?

IUSB is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IUSB vs SDY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IUSB returned −1.2% to SDY's +16.5%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $49.8bn for iShares Core Universal USD Bond ETF and $21.9bn for State Street SPDR S&P Dividend ETF.

IUSB on its own →SDY on its own →

At a glance

−1.2%

IUSB total return, 1 year

+16.5%

SDY total return, 1 year

0.06%

IUSB expense ratio

0.35%

SDY expense ratio

Pair scorecard

IUSB costs 0.29 points a year less; their one-year returns differ by 17.7 points; IUSB is 2.3 times larger.

IUSB vs SDY: Differences, Returns & Fees
Measure	IUSB	SDY
Return
Measure	IUSB	SDY
Total return, 1 year	−1.2%	+16.5%
Benchmark
Measure	IUSB	SDY
What it tracks	Bloomberg U.S. Universal Index	S&P High Yield Dividend Aristocrats Index
Cost and size
Measure	IUSB	SDY
Expense ratio	0.06%	0.35%
Net assets, as of Oct 27, 2026	$49.8bn	$21.9bn
Holdings
Measure	IUSB	SDY
Holdings in common	0%
In the S&P 500, by weight		84%
Top ten holdings, share of the fund		20.4%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, IUSB and SDY hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IUSB SDY

Only in one fund ↓

Only in IUSB

BLK Liquidity Temp Cash Inst #21 4.75%

TREASURY NOTE 0.49%

TREASURY NOTE 0.42%

TREASURY NOTE 0.41%

TREASURY NOTE 0.38%

TREASURY NOTE 0.37%

TREASURY NOTE (2OLD) 0.36%

UMBS 15YR TBA(REG B) 0.35%

Only in SDY

ACCENTURE PLC CL A 3.73%

VERIZON COMMUNICATIONS INC 2.81%

CHEVRON CORP 2.15%

REALTY INCOME CORP 1.94%

PEPSICO INC 1.82%

MEDTRONIC PLC 1.79%

TARGET CORP 1.59%

AUTOMATIC DATA PROCESSING 1.55%

Check overlap with more funds →

Side by side

IUSB iShares Core Universal USD Bond ETF SDY State Street SPDR S&P Dividend ETF

Where it sits Bond ETF Stock ETF

Issuer iShares State Street

What it is Tracks an index of Universal USD Bond Tracks the S&P Dividend

Total return, 1 year −1.2% +16.5%

Expense ratio 0.06% 0.35%

Holdings 18338 156

Net assets, as of Oct 27, 2026 $49.8bn $21.9bn

IUSB and SDY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IUSB

IUSB tracks an index of Universal USD Bond. Over the year to Oct 28, 2026 it returned −1.2% with distributions reinvested. The prospectus expense ratio is 0.06% a year.

SDY

SDY tracks the S&P Dividend. Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 156 positions, with the top ten at 20.4%.

Questions people ask

Which returned more over the last year, IUSB or SDY?: In the year to Oct 28, 2026, with distributions reinvested, IUSB returned −1.2% and SDY +16.5%.
Which is cheaper, IUSB or SDY?: IUSB is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

IUSB vs RSP IUSB vs NOBL IUSB vs VOE COWZ vs IUSB BOND vs SDY SDY vs SGOV SDY vs TIP SDY vs VBIL

Where to next

IUSB on its own →SDY on its own →Hold both: look the portfolio through →Rankings →IUSB dividend history →IUSB holdings →SDY dividend history →SDY holdings →Standards and sources →

Sources and dates

IUSB filings on SEC EDGAR ↗

IUSB prospectus with the expense ratio (SEC) ↗

iShares page for IUSB ↗

SDY filings on SEC EDGAR ↗

SDY prospectus with the expense ratio (SEC) ↗

State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IUSB against SDY, data as of Oct 28, 2026. https://etfiq.com/compare/any/iusb-vs-sdy

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.