Compare · 2 funds side by side · dividends reinvested

MBB and MTBA

MBBiShares×MTBASimplify×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,171MBB · best of the two

02 / 04

MBB and MTBA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MBS ETFBonds & Cash · Mortgage0.04%4.42%+0.3%+1.0%+6.5%+0.3%−5.4%4.9%$35.9B1.4

Simplify MBS ETFBonds & Cash · Mortgage0.28%6.07%−0.5%+0.5%[…][…]−4.6%3.7%$900M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: MBB 2007 · MTBA 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares MBS ETF · $35.9B$10,171

MBB

MTBA

Simplify MBS ETF · $900M[…]

$10,000 five years ago, dividends reinvested

MBBMeasureMTBA

+0.3%Year to dateJan 1 → Nov 5−0.5%

+1.0%1 yearTotal return+0.5%

+6.5%3 years · per year$10,000 became $12,072 · […][…]

+0.3%5 years · per year$10,000 became $10,171 · […][…]

0.04%Expense ratio$4 · $28 a year on $10k · lower is better0.28%

4.42%Trailing 12-mo yield$442 · $607 a year on $10k6.07%

−5.4%Worst dropSmaller is better−4.6%

4.9%VolatilityLower is calmer3.7%

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

3–3Level

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

More Ways to See the Pairs

MBB vs MTBA: Top 5 Holdings

Today

MBB

[…]in top 5

MTBA

in top 546.0%

MBBStockMTBA

not top 5SBIL46.0%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MBB vs MTBA Returns, Every Period

iSharesMBB

+1.0%

past year

MTBASimplify

+0.5%

past year

MBBMTBAFaded: behind in that period

2–0MBB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MBB vs MTBA

YTD

iSharesMBB

+0.3%

MTBASimplify

−0.5%

+0.3%Year to date−0.5%

−5.4%Worst drop · 1Y−4.6%

4.9%Volatility · 1Y3.7%

4.4%Yield6.1%

$35.9BAssets$900M

3–1MTBA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBB, MTBA

Today

0.04%lowest, MBB

FundExpense ratioFee$10k

MBB0.04%$4

MTBA0.28%$28

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MBB, MTBA

6.07%highest, MTBA

FundTrailing yieldYield$10k

MTBA6.07%$607

MBB4.42%$442

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$579most kept, MTBA

MTBA$607 − $28 = $579

MBB$442 − $4 = $438

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MBB, MTBA

Today

[…]holdings […]

MBBMTBA

MBB—[…]

MTBA[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.0%MBB, at 4.9% volatility

MTBAWorst drop−4.6%3.7% vol

MBBWorst drop−5.4%4.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MTBAMBB

−0.5%Year to date+0.3%

6.1%Yield4.4%

+0.5%Past year+1.0%

0.28%Fee0.04%

3–1MBB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026