Compare · 3 funds side by side · dividends reinvested

MBBA, VIG and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

MBBA, VIG and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

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 Mortgage-Backed Securities Active ETFBonds & Cash · Mortgage0.26%3.59%[…][…][…][…][…][…]$769M2.5

Rank among the three1st → 3rdFee, 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: MBBA 1998 · VIG 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Mortgage-Backed Securities Active ETF · $769M[…]

MBBA

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested

MBBAMeasureVIG

[…]Year to dateJan 1 → Nov 5+12.5%

[…]1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.26%Expense ratio$26 · $4 a year on $10k · lower is better0.04%

3.59%Trailing 12-mo yield$359 · $149 a year on $10k1.49%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

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

1–1Level

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

More Ways to See the Pairs

MBBA vs VIG: Top 5 Holdings

Today

MBBA

[…]in top 5

VIG

in top 522.1%

MBBAStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

MBBA vs VIG Returns, Every Period

iSharesMBBA

[…]

past year

VIGVanguard

+15.2%

past year

Returns […]

MBBAVIGFaded: behind in that period

0–0Level

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

MBBA vs SGOV

YTD

iSharesMBBA

[…]

SGOViShares

+3.1%

[…]Year to date+3.1%

[…]Worst drop · 1Y+0.0%

[…]Volatility · 1Y0.2%

3.6%Yield3.6%

$769MAssets$117B

0–0level

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

Cost, Income and Risk

Fees: MBBA, VIG, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

MBBA0.26%$26

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

Yields: MBBA, VIG, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

MBBA3.59%$359

VIG1.49%$149

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

MBBA$359 − $26 = $333

VIG$149 − $4 = $145

KeptFee

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

Overlap: MBBA, VIG, SGOV

Today

[…]holdings […]

MBBAVIGSGOV

MBBA—[…][…]

VIG[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

SGOVWorst drop0.0%0.2% vol

VIGWorst drop−7.9%10.8% vol

MBBAWorst drop[…][…]

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

Paid More vs Made More

YTD

SGOVVIG

+3.1%Year to date+12.5%

3.6%Yield1.5%

+3.7%Past year+15.2%

0.09%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026