Compare · 2 funds side by side · dividends reinvested

MTBA and MBB

MTBASimplify×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

MTBA 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%$35.7B1.4

Simplify MBS ETFBonds & Cash · Mortgage0.28%6.10%−1.0%+0.1%[…][…]−4.6%3.7%$905M1.5

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 · MBB 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares MBS ETF · $35.7B$10,109

MBB

MTBA

Simplify MBS ETF · $905M[…]

$10,000 five years ago, dividends reinvested

MBBMeasureMTBA

−0.3%Year to dateJan 1 → Nov 3−1.0%

+0.4%1 yearTotal return+0.1%

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

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

0.04%Expense ratio$4 · $28 a year on $10k · lower is better0.28%

4.45%Trailing 12-mo yield$445 · $610 a year on $10k6.10%

−5.4%Worst dropSmaller is better−4.6%

4.9%VolatilityLower is calmer3.7%

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

3–3Level

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

More Ways to See the Pairs

MBB vs MTBA: Top 5 Holdings

Today

MBB

[…]in top 5

MTBA

in top 546.0%

MBBStockMTBA

not top 5SBIL46.0%

Held in common[…]

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

MBB vs MTBA Returns, Every Period

iSharesMBB

+0.4%

past year

MTBASimplify

+0.1%

past year

MBBMTBAFaded: behind in that period

2–0MBB wins

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

MBB vs MTBA

YTD

iSharesMBB

−0.3%

MTBASimplify

−1.0%

−0.3%Year to date−1.0%

−5.4%Worst drop · 1Y−4.6%

4.9%Volatility · 1Y3.7%

4.5%Yield6.1%

$35.7BAssets$905M

3–1MTBA wins

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

Cost, Income and Risk

Fees: MTBA, MBB

Today

0.04%lowest, MBB

FundExpense ratioFee$10k

MBB0.04%$4

MTBA0.28%$28

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

Yields: MTBA, MBB

6.10%highest, MTBA

FundTrailing yieldYield$10k

MTBA6.10%$610

MBB4.45%$445

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

Income After Fees on $10,000

$582most kept, MTBA

MTBA$610 − $28 = $582

MBB$445 − $4 = $441

KeptFee

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

Overlap: MTBA, MBB

Today

[…]holdings […]

MTBAMBB

MTBA—[…]

MBB[…]—

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

Return vs Bumpiness: 2 ETFs

+0.4%MBB, at 4.9% volatility

MTBAWorst drop−4.6%3.7% vol

MBBWorst drop−5.4%4.9% vol

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

Paid More vs Made More

YTD

MTBAMBB

−1.0%Year to date−0.3%

6.1%Yield4.5%

+0.1%Past year+0.4%

0.28%Fee0.04%

3–1MBB wins

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