Compare MTBA and JMTG

MTBA and JMTG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify MBS ETFBonds & Cash · Mortgage0.28%6.10%−1.0%+0.1%[…][…]−4.6%3.7%$905M1.3

JPMorgan Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.37%4.53%−0.2%+0.6%[…][…]−4.8%4.0%$6.8B1.7

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: MTBA 2023 · JMTG 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify MBS ETF · $905M[…]

MTBA

JMTG

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

$10,000 five years ago, dividends reinvested

MTBAMeasureJMTG

−1.0%Year to dateJan 1 → Nov 3−0.2%

+0.1%1 yearTotal return+0.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.28%Expense ratio$28 · $37 a year on $10k · lower is better0.37%

6.10%Trailing 12-mo yield$610 · $453 a year on $10k4.53%

−4.6%Worst dropSmaller is better−4.8%

3.7%VolatilityLower is calmer4.0%

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

4–2MTBA wins

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

More Ways to See the Pairs

MTBA vs JMTG: Top 5 Holdings

Today

MTBA

46.0%in top 5

JMTG

in top 5[…]

MTBAStockJMTG

46.0%SBILnot top 5

Held in common[…]

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

MTBA vs JMTG Returns, Every Period

1Y

SimplifyMTBA

+0.1%

past year

JMTGJ.P. Morgan

+0.6%

past year

MTBAJMTGFaded: behind in that period

0–2JMTG wins

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

MTBA vs JMTG

YTD

SimplifyMTBA

−1.0%

JMTGJ.P. Morgan

−0.2%

−1.0%Year to date−0.2%

−4.6%Worst drop · 1Y−4.8%

3.7%Volatility · 1Y4.0%

6.1%Yield4.5%

$905MAssets$6.8B

3–1MTBA wins

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

Cost, Income and Risk

Fees: MTBA, JMTG

Today

0.28%lowest, MTBA

FundExpense ratioFee$10k

MTBA0.28%$28

JMTG0.37%$37

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

Yields: MTBA, JMTG

1Y

6.10%highest, MTBA

FundTrailing yieldYield$10k

MTBA6.10%$610

JMTG4.53%$453

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

Income After Fees on $10,000

1Y

$582most kept, MTBA

MTBA$610 − $28 = $582

JMTG$453 − $37 = $416

KeptFee

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

Overlap: MTBA, JMTG

Today

[…]holdings […]

MTBAJMTG

MTBA—[…]

JMTG[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+0.6%JMTG, at 4.0% volatility

MTBAWorst drop−4.6%3.7% vol

JMTGWorst drop−4.8%4.0% vol

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

Paid More vs Made More

YTD

MTBAJMTG

−1.0%Year to date−0.2%

6.1%Yield4.5%

+0.1%Past year+0.6%

0.28%Fee0.37%

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