Compare · 3 funds side by side · dividends reinvested

MBB, MORT and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

MBB, MORT and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.6

iShares MBS ETFBonds & Cash · Mortgage0.04%4.43%+0.2%+1.0%+6.5%+0.3%−5.4%4.9%$35.7B1.8

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.09%−15.7%−11.9%+6.2%−5.5%−26.9%18.7%$311M2.6

Rank among the three1st → 3rdFee, 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: MBB 2007 · MORT 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MBS ETF · $35.7B$10,143

MBB

MORT

VanEck Mortgage REIT Income ETF · $311M$7,538

$10,000 five years ago, dividends reinvested

MBBMeasureMORT

+0.2%Year to dateJan 1 → Nov 4−15.7%

+1.0%1 yearTotal return−11.9%

+6.5%3 years · per year$10,000 became $12,077 · $11,988+6.2%

+0.3%5 years · per year$10,000 became $10,143 · $7,538−5.5%

0.04%Expense ratio$4 · $43 a year on $10k · lower is better0.43%

4.43%Trailing 12-mo yield$443 · $1,809 a year on $10k18.09%

−5.4%Worst dropSmaller is better−26.9%

4.9%VolatilityLower is calmer18.7%

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

7–1MBB wins

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

More Ways to See the Pairs

MBB vs MORT: Top 5 Holdings

Today

MBB

[…]in top 5

MORT

in top 552.5%

MBBStockMORT

not top 5NLY19.0%

not top 5AGNC15.0%

not top 5RITM6.8%

not top 5STWD6.5%

not top 5DX5.2%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

MBB vs MORT Returns, Every Period

iSharesMBB

+0.3%

5 years, per year

MORTVanEck

−5.5%

5 years, per year

MBBMORTFaded: behind in that period

4–0MBB wins

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

MBB vs MORT

YTD

iSharesMBB

+0.2%

MORTVanEck

−15.7%

+0.2%Year to date−15.7%

−5.4%Worst drop · 1Y−26.9%

4.9%Volatility · 1Y18.7%

4.4%Yield18.1%

$35.7BAssets$311M

3–1MBB wins

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

Cost, Income and Risk

Fees: MBB, MORT, SGOV

Today

0.04%lowest, MBB

FundExpense ratioFee$10k

MBB0.04%$4

SGOV0.09%$9

MORT0.43%$43

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

Yields: MBB, MORT, SGOV

18.09%highest, MORT

FundTrailing yieldYield$10k

MORT18.09%$1,809

MBB4.43%$443

SGOV3.63%$363

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

Income After Fees on $10,000

$1,766most kept, MORT

MORT$1,809 − $43 = $1,766

MBB$443 − $4 = $439

SGOV$363 − $9 = $354

KeptFee

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

Overlap: MBB, MORT, SGOV

Today

[…]holdings […]

MBBMORTSGOV

MBB—[…][…]

MORT[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

MBBWorst drop−5.4%4.9% vol

MORTWorst drop−26.9%18.7% vol

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

Paid More vs Made More

YTD

MORTSGOV

−15.7%Year to date+3.1%

18.1%Yield3.6%

−11.9%Past year+3.7%

0.43%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026