Compare EVMO and MBSF

EVMO and MBSF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Regan Floating Rate MBS ETFBonds & Cash · Mortgage0.49%4.20%+3.1%+4.1%[…][…]−1.0%2.7%$265M1.3

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETFBonds & Cash · Mortgage0.45%5.18%+0.6%+1.6%[…][…]−3.4%3.3%$804M1.7

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: EVMO 1997 · MBSF 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETF · $804M[…]

EVMO

MBSF

Regan Floating Rate MBS ETF · $265M[…]

$10,000 five years ago, dividends reinvested

EVMOMeasureMBSF

+0.6%Year to dateJan 1 → Nov 3+3.1%

+1.6%1 yearTotal return+4.1%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.45%Expense ratio$45 · $49 a year on $10k · lower is better0.49%

5.18%Trailing 12-mo yield$518 · $420 a year on $10k4.20%

−3.4%Worst dropSmaller is better−1.0%

3.3%VolatilityLower is calmer2.7%

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

2–4MBSF wins

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

More Ways to See the Pairs

EVMO vs MBSF: Top 5 Holdings

Today

EVMO

29.6%in top 5

MBSF

in top 5[…]

EVMOStockMBSF

27.8%FVZ6not top 5

0.9%TUZ6not top 5

0.7%TYZ6not top 5

0.1%USZ6not top 5

Held in common[…]

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

EVMO vs MBSF Returns, Every Period

1Y

Eaton VanceEVMO

+1.6%

past year

MBSFRegan

+4.1%

past year

EVMOMBSFFaded: behind in that period

0–2MBSF wins

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

EVMO vs MBSF

YTD

Eaton VanceEVMO

+0.6%

MBSFRegan

+3.1%

+0.6%Year to date+3.1%

−3.4%Worst drop · 1Y−1.0%

3.3%Volatility · 1Y2.7%

5.2%Yield4.2%

$804MAssets$265M

3–1MBSF wins

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

Cost, Income and Risk

Fees: EVMO, MBSF

Today

0.45%lowest, EVMO

FundExpense ratioFee$10k

EVMO0.45%$45

MBSF0.49%$49

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

Yields: EVMO, MBSF

1Y

5.18%highest, EVMO

FundTrailing yieldYield$10k

EVMO5.18%$518

MBSF4.20%$420

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

Income After Fees on $10,000

1Y

$473most kept, EVMO

EVMO$518 − $45 = $473

MBSF$420 − $49 = $371

KeptFee

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

Overlap: EVMO, MBSF

Today

[…]holdings […]

EVMOMBSF

EVMO—[…]

MBSF[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+4.1%MBSF, at 2.7% volatility

MBSFWorst drop−1.0%2.7% vol

EVMOWorst drop−3.4%3.3% vol

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

Paid More vs Made More

YTD

EVMOMBSF

+0.6%Year to date+3.1%

5.2%Yield4.2%

+1.6%Past year+4.1%

0.45%Fee0.49%

2–2level

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