Compare EVMO and SMBS

EVMO and SMBS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETFBonds & Cash · Mortgage0.45%5.18%+0.6%+1.6%[…][…]−3.4%3.3%$804M1.3

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%5.32%−0.3%+0.4%[…][…]−5.2%4.7%$6.4B1.7

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 · SMBS 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

EVMO

SMBS

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EVMOMeasureSMBS

+0.6%Year to dateJan 1 → Nov 3−0.3%

+1.6%1 yearTotal return+0.4%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

5.18%Trailing 12-mo yield$518 · $532 a year on $10k5.32%

−3.4%Worst dropSmaller is better−5.2%

3.3%VolatilityLower is calmer4.7%

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

4–2EVMO 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 SMBS: Top 5 Holdings

Today

EVMO

29.6%in top 5

SMBS

in top 50.3%

EVMOStockSMBS

27.8%FVZ6not top 5

0.9%TUZ6not top 5

0.7%TYZ6not top 5

not top 5GVMXX0.3%

0.1%USZ6not top 5

Held in common0.0%

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

EVMO vs SMBS Returns, Every Period

1Y

Eaton VanceEVMO

+1.6%

past year

SMBSSchwab

+0.4%

past year

EVMOSMBSFaded: behind in that period

2–0EVMO wins

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

EVMO vs SMBS

YTD

Eaton VanceEVMO

+0.6%

SMBSSchwab

−0.3%

+0.6%Year to date−0.3%

−3.4%Worst drop · 1Y−5.2%

3.3%Volatility · 1Y4.7%

5.2%Yield5.3%

$804MAssets$6.4B

3–1EVMO wins

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

Cost, Income and Risk

Fees: EVMO, SMBS

Today

0.03%lowest, SMBS

FundExpense ratioFee$10k

SMBS0.03%$3

EVMO0.45%$45

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

Yields: EVMO, SMBS

1Y

5.32%highest, SMBS

FundTrailing yieldYield$10k

SMBS5.32%$532

EVMO5.18%$518

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

Income After Fees on $10,000

1Y

$529most kept, SMBS

SMBS$532 − $3 = $529

EVMO$518 − $45 = $473

KeptFee

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

Overlap: EVMO, SMBS

Today

0.0%most shared, EVMO and SMBS

EVMOSMBS

EVMO—0.0%

SMBS0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+1.6%EVMO, at 3.3% volatility

EVMOWorst drop−3.4%3.3% 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

SMBSEVMO

−0.3%Year to date+0.6%

5.3%Yield5.2%

+0.4%Past year+1.6%

0.03%Fee0.45%

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