Compare · 3 funds side by side · dividends reinvested

MBSX, MBB and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

MBSX, MBB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

iShares MBS ETFBonds & Cash · Mortgage0.04%4.45%−0.3%+0.4%+6.2%+0.2%−5.4%4.9%$35.7B1.9

Regan Fixed Rate MBS ETFBonds & Cash · Mortgage0.40%3.75%+2.7%+3.4%[…][…]−27.6%58.4%$19M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MBSX 2025 · MBB 2007 · VOO 2010

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, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MBB0.04%$4

MBSX0.40%$40

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

Yields: MBSX, MBB, VOO

4.45%highest, MBB

FundTrailing yieldYield$10k

MBB4.45%$445

MBSX3.75%$375

VOO1.07%$107

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

VOO$107 − $3 = $104

KeptFee

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

Overlap: MBSX, MBB, VOO

Today

[…]holdings […]

MBSXMBBVOO

MBSX—[…][…]

MBB[…]—[…]

VOO[…][…]—

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

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

MBBWorst drop−5.4%4.9% vol

VOOWorst drop−8.9%12.7% 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

MBBVOO

−0.3%Year to date+11.5%

4.5%Yield1.1%

+0.4%Past year+11.9%

0.04%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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