Compare · 3 funds side by side · dividends reinvested

JMTG, MBB and VOO

JMTGJ.P. Morgan×MBBiShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

JMTG, MBB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.37%4.53%−0.2%+0.6%[…][…]−4.8%4.0%$6.8B1.7

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

iShares MBS ETFBonds & Cash · Mortgage0.04%4.45%−0.3%+0.4%+6.2%+0.2%−5.4%4.9%$35.7B2.3

Rank among the three1st → 3rdFee, 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: JMTG 2000 · MBB 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Mortgage-Backed Securities ETF · $6.8B[…]

JMTG

MBB

iShares MBS ETF · $35.7B$10,109

$10,000 five years ago, dividends reinvested

JMTGMeasureMBB

−0.2%Year to dateJan 1 → Nov 3−0.3%

+0.6%1 yearTotal return+0.4%

[…]3 years · per year$10,000 became […] · $11,979+6.2%

[…]5 years · per year$10,000 became […] · $10,109+0.2%

0.37%Expense ratio$37 · $4 a year on $10k · lower is better0.04%

4.53%Trailing 12-mo yield$453 · $445 a year on $10k4.45%

−4.8%Worst dropSmaller is better−5.4%

4.0%VolatilityLower is calmer4.9%

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

5–1JMTG wins

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

More Ways to See the Pairs

JMTG vs MBB: Top 5 Holdings

Today

JMTG

[…]in top 5

MBB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

JMTG vs MBB Returns, Every Period

J.P. MorganJMTG

+0.6%

past year

MBBiShares

+0.4%

past year

JMTGMBBFaded: behind in that period

2–0JMTG wins

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

JMTG vs MBB

YTD

J.P. MorganJMTG

−0.2%

MBBiShares

−0.3%

−0.2%Year to date−0.3%

−4.8%Worst drop · 1Y−5.4%

4.0%Volatility · 1Y4.9%

4.5%Yield4.5%

$6.8BAssets$35.7B

3–0JMTG wins

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

Cost, Income and Risk

Fees: JMTG, MBB, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MBB0.04%$4

JMTG0.37%$37

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

Yields: JMTG, MBB, VOO

4.53%highest, JMTG

FundTrailing yieldYield$10k

JMTG4.53%$453

MBB4.45%$445

VOO1.07%$107

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

Income After Fees on $10,000

$441most kept, MBB

MBB$445 − $4 = $441

JMTG$453 − $37 = $416

VOO$107 − $3 = $104

KeptFee

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

Overlap: JMTG, MBB, VOO

Today

[…]holdings […]

JMTGMBBVOO

JMTG—[…][…]

MBB[…]—[…]

VOO[…][…]—

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

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

JMTGWorst drop−4.8%4.0% vol

MBBWorst drop−5.4%4.9% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

JMTGVOO

−0.2%Year to date+11.5%

4.5%Yield1.1%

+0.6%Past year+11.9%

0.37%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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