Compare DMBS and SMBS

DMBS and SMBS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%5.32%−0.3%+0.4%[…][…]−5.2%4.7%$6.4B1.3

Doubleline Etf Trust - Mortgage ETFBonds & Cash · Mortgage0.39%5.74%−0.7%+0.1%+6.2%[…]−5.4%4.6%$687M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DMBS 2023 · SMBS 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B[…]

SMBS

DMBS

Doubleline Etf Trust - Mortgage ETF · $687M[…]

$10,000 five years ago, dividends reinvested

SMBSMeasureDMBS

−0.3%Year to dateJan 1 → Nov 3−0.7%

+0.4%1 yearTotal return+0.1%

[…]3 years · per year$10,000 became […] · $11,976+6.2%

[…]5 years · per year[…]

0.03%Expense ratio$3 · $39 a year on $10k · lower is better0.39%

5.32%Trailing 12-mo yield$532 · $574 a year on $10k5.74%

−5.2%Worst dropSmaller is better−5.4%

4.7%VolatilityLower is calmer4.6%

SMBSDMBS Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2SMBS wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMBS vs DMBS: Top 5 Holdings

Today

SMBS

0.3%in top 5

DMBS

in top 5[…]

SMBSStockDMBS

0.3%GVMXXnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SMBS vs DMBS Returns, Every Period

1Y

SchwabSMBS

+0.4%

past year

DMBSDoubleLine

+0.1%

past year

SMBSDMBSFaded: behind in that period

2–0SMBS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMBS vs DMBS

YTD

SchwabSMBS

−0.3%

DMBSDoubleLine

−0.7%

−0.3%Year to date−0.7%

−5.2%Worst drop · 1Y−5.4%

4.7%Volatility · 1Y4.6%

5.3%Yield5.7%

$6.4BAssets$687M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DMBS, SMBS

Today

0.03%lowest, SMBS

FundExpense ratioFee$10k

SMBS0.03%$3

DMBS0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DMBS, SMBS

1Y

5.74%highest, DMBS

FundTrailing yieldYield$10k

DMBS5.74%$574

SMBS5.32%$532

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$535most kept, DMBS

DMBS$574 − $39 = $535

SMBS$532 − $3 = $529

KeptFee

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

Overlap: DMBS, SMBS

Today

[…]holdings […]

DMBSSMBS

DMBS—[…]

SMBS[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+0.4%SMBS, at 4.7% volatility

DMBSWorst drop−5.4%4.6% vol

SMBSWorst drop−5.2%4.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DMBSSMBS

−0.7%Year to date−0.3%

5.7%Yield5.3%

+0.1%Past year+0.4%

0.39%Fee0.03%

3–1SMBS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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