Compare · 2 funds side by side · dividends reinvested

EVMO and VMBS

EVMOEaton Vance×VMBSVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,229VMBS · best of the two

02 / 04

EVMO and VMBS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETFBonds & Cash · Mortgage0.45%5.17%+0.7%+1.8%[…][…]−3.4%3.3%$803M1.2

Vanguard Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%4.32%+0.2%+1.1%+6.6%+0.5%−5.1%4.7%$15.5B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: EVMO 1997 · VMBS 2009

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETF · $803M[…]

EVMO

VMBS

Vanguard Mortgage-Backed Securities ETF · $15.5B$10,229

$10,000 five years ago, dividends reinvested

EVMOMeasureVMBS

+0.7%Year to dateJan 1 → Nov 4+0.2%

+1.8%1 yearTotal return+1.1%

[…]3 years · per year$10,000 became […] · $12,129+6.6%

[…]5 years · per year$10,000 became […] · $10,229+0.5%

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

5.17%Trailing 12-mo yield$517 · $432 a year on $10k4.32%

−3.4%Worst dropSmaller is better−5.1%

3.3%VolatilityLower is calmer4.7%

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

5–1EVMO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVMO vs VMBS: Top 5 Holdings

Today

EVMO

29.6%in top 5

VMBS

in top 5[…]

EVMOStockVMBS

27.9%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 4, 2026 · share of each fund

EVMO vs VMBS Returns, Every Period

Eaton VanceEVMO

+1.8%

past year

VMBSVanguard

+1.1%

past year

EVMOVMBSFaded: behind in that period

2–0EVMO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EVMO vs VMBS

YTD

Eaton VanceEVMO

+0.7%

VMBSVanguard

+0.2%

+0.7%Year to date+0.2%

−3.4%Worst drop · 1Y−5.1%

3.3%Volatility · 1Y4.7%

5.2%Yield4.3%

$803MAssets$15.5B

4–0EVMO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVMO, VMBS

Today

0.03%lowest, VMBS

FundExpense ratioFee$10k

VMBS0.03%$3

EVMO0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EVMO, VMBS

5.17%highest, EVMO

FundTrailing yieldYield$10k

EVMO5.17%$517

VMBS4.32%$432

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$472most kept, EVMO

EVMO$517 − $45 = $472

VMBS$432 − $3 = $429

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EVMO, VMBS

Today

[…]holdings […]

EVMOVMBS

EVMO—[…]

VMBS[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.8%EVMO, at 3.3% volatility

EVMOWorst drop−3.4%3.3% vol

VMBSWorst drop−5.1%4.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EVMOVMBS

+0.7%Year to date+0.2%

5.2%Yield4.3%

+1.8%Past year+1.1%

0.45%Fee0.03%

3–1EVMO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026