Compare · 2 funds side by side · dividends reinvested

MBSX and MBB

MBSXRegan×MBBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,109MBB · best of the two

02 / 04

MBSX and MBB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MBS ETFBonds & Cash · Mortgage0.04%4.45%−0.3%+0.4%+6.2%+0.2%−5.4%4.9%$35.7B1.3

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 · MBB 2007

Head to Head

Swap sides Versus in desk

Head to Head

Regan Fixed Rate MBS ETF · $19M[…]

MBSX

MBB

iShares MBS ETF · $35.7B$10,109

$10,000 five years ago, dividends reinvested

MBSXMeasureMBB

+2.7%Year to dateJan 1 → Nov 3−0.3%

+3.4%1 yearTotal return+0.4%

[…]3 years · per year$10,000 became […] · $11,979+6.2%

[…]5 years · per year$10,000 became […] · $10,109+0.2%

0.40%Expense ratio$40 · $4 a year on $10k · lower is better0.04%

3.75%Trailing 12-mo yield$375 · $445 a year on $10k4.45%

−27.6%Worst dropSmaller is better−5.4%

58.4%VolatilityLower is calmer4.9%

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

2–4MBB 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 MBB: Top 5 Holdings

Today

MBSX

[…]in top 5

MBB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

MBSX vs MBB Returns, Every Period

ReganMBSX

+3.4%

past year

MBBiShares

+0.4%

past year

MBSXMBBFaded: behind in that period

2–0MBSX wins

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

MBSX vs MBB

YTD

ReganMBSX

+2.7%

MBBiShares

−0.3%

+2.7%Year to date−0.3%

−27.6%Worst drop · 1Y−5.4%

58.4%Volatility · 1Y4.9%

3.7%Yield4.5%

$18.5MAssets$35.7B

3–1MBB wins

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

Cost, Income and Risk

Fees: MBSX, MBB

Today

0.04%lowest, MBB

FundExpense ratioFee$10k

MBB0.04%$4

MBSX0.40%$40

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

Yields: MBSX, MBB

4.45%highest, MBB

FundTrailing yieldYield$10k

MBB4.45%$445

MBSX3.75%$375

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

Income After Fees on $10,000

$441most kept, MBB

MBB$445 − $4 = $441

MBSX$375 − $40 = $335

KeptFee

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

Overlap: MBSX, MBB

Today

[…]holdings […]

MBSXMBB

MBSX—[…]

MBB[…]—

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

Return vs Bumpiness: 2 ETFs

+3.4%MBSX, at 58.4% volatility

MBBWorst drop−5.4%4.9% 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

MBBMBSX

−0.3%Year to date+2.7%

4.5%Yield3.7%

+0.4%Past year+3.4%

0.04%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