Compare · 2 funds side by side · dividends reinvested

MBSD and VOO

MBSDFlexShares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

MBSD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

Northern Trust Disciplined Duration MBS ETFBonds & Cash · Mortgage0.21%4.13%+0.0%+0.8%+5.2%+0.6%−4.0%3.8%$89M1.6

Rank among the two1st → 2ndFee, 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: MBSD 2014 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust Disciplined Duration MBS ETF · $89M$10,312

MBSD

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested

MBSDMeasureVOO

+0.0%Year to dateJan 1 → Nov 4+13.4%

+0.8%1 yearTotal return+13.5%

+5.2%3 years · per year$10,000 became $11,637 · $19,172+24.2%

+0.6%5 years · per year$10,000 became $10,312 · $18,115+12.6%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

4.13%Trailing 12-mo yield$413 · $105 a year on $10k1.05%

−4.0%Worst dropSmaller is better−8.9%

3.8%VolatilityLower is calmer12.8%

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

3–5VOO wins

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

More Ways to See the Pairs

MBSD vs VOO: Top 5 Holdings

Today

MBSD

[…]in top 5

VOO

in top 528.3%

MBSDStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

MBSD vs VOO Returns, Every Period

FlexSharesMBSD

+0.6%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

MBSDVOOFaded: behind in that period

0–4VOO wins

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

Bonds vs Core: MBSD vs VOO

YTD

FlexSharesMBSD

+0.0%

VOOVanguard

+13.4%

+0.0%Year to date+13.4%

−4.0%Worst drop · 1Y−8.9%

3.8%Volatility · 1Y12.8%

4.1%Yield1.1%

$88.8MAssets$1.00T

3–1MBSD wins

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

Cost, Income and Risk

Fees: MBSD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MBSD0.21%$21

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

Yields: MBSD, VOO

4.13%highest, MBSD

FundTrailing yieldYield$10k

MBSD4.13%$413

VOO1.05%$105

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

Income After Fees on $10,000

$392most kept, MBSD

MBSD$413 − $21 = $392

VOO$105 − $3 = $102

KeptFee

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

Overlap: MBSD, VOO

Today

[…]holdings […]

MBSDVOO

MBSD—[…]

VOO[…]—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

MBSDWorst drop−4.0%3.8% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

MBSDVOO

+0.0%Year to date+13.4%

4.1%Yield1.1%

+0.8%Past year+13.5%

0.21%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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