Compare MBSX and JMTG

MBSX and JMTG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.37%4.53%−0.2%+0.6%[…][…]−4.8%4.0%$6.8B1.3

Regan Fixed Rate MBS ETFBonds & Cash · Mortgage0.40%3.75%+2.7%+3.4%[…][…]−27.6%58.4%$19M1.7

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: MBSX 2025 · JMTG 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Regan Fixed Rate MBS ETF · $19M[…]

MBSX

JMTG

JPMorgan Mortgage-Backed Securities ETF · $6.8B[…]

$10,000 five years ago, dividends reinvested

MBSXMeasureJMTG

+2.7%Year to dateJan 1 → Nov 3−0.2%

+3.4%1 yearTotal return+0.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.40%Expense ratio$40 · $37 a year on $10k · lower is better0.37%

3.75%Trailing 12-mo yield$375 · $453 a year on $10k4.53%

−27.6%Worst dropSmaller is better−4.8%

58.4%VolatilityLower is calmer4.0%

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

2–4JMTG wins

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

More Ways to See the Pairs

MBSX vs JMTG: Top 5 Holdings

Today

MBSX

[…]in top 5

JMTG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

MBSX vs JMTG Returns, Every Period

1Y

ReganMBSX

+3.4%

past year

JMTGJ.P. Morgan

+0.6%

past year

MBSXJMTGFaded: behind in that period

2–0MBSX wins

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

MBSX vs JMTG

YTD

ReganMBSX

+2.7%

JMTGJ.P. Morgan

−0.2%

+2.7%Year to date−0.2%

−27.6%Worst drop · 1Y−4.8%

58.4%Volatility · 1Y4.0%

3.7%Yield4.5%

$18.5MAssets$6.8B

3–1JMTG wins

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

Cost, Income and Risk

Fees: MBSX, JMTG

Today

0.37%lowest, JMTG

FundExpense ratioFee$10k

JMTG0.37%$37

MBSX0.40%$40

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

Yields: MBSX, JMTG

1Y

4.53%highest, JMTG

FundTrailing yieldYield$10k

JMTG4.53%$453

MBSX3.75%$375

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

Income After Fees on $10,000

1Y

$416most kept, JMTG

JMTG$453 − $37 = $416

MBSX$375 − $40 = $335

KeptFee

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

Overlap: MBSX, JMTG

Today

[…]holdings […]

MBSXJMTG

MBSX—[…]

JMTG[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+3.4%MBSX, at 58.4% volatility

JMTGWorst drop−4.8%4.0% vol

MBSXWorst drop−27.6%58.4% vol

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

Paid More vs Made More

YTD

JMTGMBSX

−0.2%Year to date+2.7%

4.5%Yield3.7%

+0.6%Past year+3.4%

0.37%Fee0.40%

2–2level

End-of-day Nov 3, 2026

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