Compare · 3 funds side by side · dividends reinvested

MTBA, MBB and VOO

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

02 / 04

MTBA, MBB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

Simplify MBS ETFBonds & Cash · Mortgage0.28%6.08%−0.6%+0.4%[…][…]−4.6%3.7%$905M2.0

iShares MBS ETFBonds & Cash · Mortgage0.04%4.43%+0.2%+1.0%+6.5%+0.3%−5.4%4.9%$35.7B2.0

Rank among the three1st → 3rdFee, 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: MTBA 2023 · MBB 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Simplify MBS ETF · $905M[…]

MTBA

MBB

iShares MBS ETF · $35.7B$10,143

$10,000 five years ago, dividends reinvested

MTBAMeasureMBB

−0.6%Year to dateJan 1 → Nov 4+0.2%

+0.4%1 yearTotal return+1.0%

[…]3 years · per year$10,000 became […] · $12,077+6.5%

[…]5 years · per year$10,000 became […] · $10,143+0.3%

0.28%Expense ratio$28 · $4 a year on $10k · lower is better0.04%

6.08%Trailing 12-mo yield$608 · $443 a year on $10k4.43%

−4.6%Worst dropSmaller is better−5.4%

3.7%VolatilityLower is calmer4.9%

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

3–3Level

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

More Ways to See the Pairs

MTBA vs MBB: Top 5 Holdings

Today

MTBA

46.1%in top 5

MBB

in top 5[…]

MTBAStockMBB

46.1%SBILnot top 5

Held in common[…]

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

MTBA vs MBB Returns, Every Period

SimplifyMTBA

+0.4%

past year

MBBiShares

+1.0%

past year

MTBAMBBFaded: behind in that period

0–2MBB wins

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

MTBA vs MBB

YTD

SimplifyMTBA

−0.6%

MBBiShares

+0.2%

−0.6%Year to date+0.2%

−4.6%Worst drop · 1Y−5.4%

3.7%Volatility · 1Y4.9%

6.1%Yield4.4%

$905MAssets$35.7B

3–1MTBA wins

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

Cost, Income and Risk

Fees: MTBA, MBB, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MBB0.04%$4

MTBA0.28%$28

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

Yields: MTBA, MBB, VOO

6.08%highest, MTBA

FundTrailing yieldYield$10k

MTBA6.08%$608

MBB4.43%$443

VOO1.05%$105

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

Income After Fees on $10,000

$580most kept, MTBA

MTBA$608 − $28 = $580

MBB$443 − $4 = $439

VOO$105 − $3 = $102

KeptFee

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

Overlap: MTBA, MBB, VOO

Today

0.0%most shared, MTBA and VOO

MTBAMBBVOO

MTBA—[…]0.0%

MBB[…]—[…]

VOO0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

MTBAWorst drop−4.6%3.7% vol

MBBWorst drop−5.4%4.9% 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

MTBAVOO

−0.6%Year to date+13.4%

6.1%Yield1.1%

+0.4%Past year+13.5%

0.28%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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