Compare MBBA and SMBS

MBBA and SMBS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%5.32%−0.3%+0.4%[…][…]−5.2%4.7%$6.4B1.0

iShares Mortgage-Backed Securities Active ETFBonds & Cash · Mortgage0.26%3.62%[…][…][…][…][…][…]$765M2.0

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: MBBA 1998 · SMBS 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Mortgage-Backed Securities Active ETF · $765M[…]

MBBA

SMBS

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

$10,000 five years ago, dividends reinvested

MBBAMeasureSMBS

[…]Year to dateJan 1 → Nov 3−0.3%

[…]1 yearTotal return+0.4%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.26%Expense ratio$26 · $3 a year on $10k · lower is better0.03%

3.62%Trailing 12-mo yield$362 · $532 a year on $10k5.32%

[…]Worst dropSmaller is better−5.2%

[…]VolatilityLower is calmer4.7%

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

0–2SMBS wins

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

More Ways to See the Pairs

MBBA vs SMBS: Top 5 Holdings

Today

MBBA

[…]in top 5

SMBS

in top 50.3%

MBBAStockSMBS

not top 5GVMXX0.3%

Held in common[…]

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

MBBA vs SMBS Returns, Every Period

1Y

iSharesMBBA

[…]

past year

SMBSSchwab

+0.4%

past year

Returns […]

MBBASMBSFaded: behind in that period

0–0Level

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

MBBA vs SMBS

YTD

iSharesMBBA

[…]

SMBSSchwab

−0.3%

[…]Year to date−0.3%

[…]Worst drop · 1Y−5.2%

[…]Volatility · 1Y4.7%

3.6%Yield5.3%

$765MAssets$6.4B

1–0SMBS wins

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

Cost, Income and Risk

Fees: MBBA, SMBS

Today

0.03%lowest, SMBS

FundExpense ratioFee$10k

SMBS0.03%$3

MBBA0.26%$26

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

Yields: MBBA, SMBS

1Y

5.32%highest, SMBS

FundTrailing yieldYield$10k

SMBS5.32%$532

MBBA3.62%$362

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

Income After Fees on $10,000

1Y

$529most kept, SMBS

SMBS$532 − $3 = $529

MBBA$362 − $26 = $336

KeptFee

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

Overlap: MBBA, SMBS

Today

[…]holdings […]

MBBASMBS

MBBA—[…]

SMBS[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+0.4%SMBS, at 4.7% volatility

SMBSWorst drop−5.2%4.7% vol

MBBAWorst drop[…][…]

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

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