Compare · 3 funds side by side · dividends reinvested

MTBA, SMBS and VCIT

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,256VCIT · best of the three

Story of the three · IncomeMost incomeMTBA · 6.16% · $616 a year on $10k

Story of the three · RiskSmallest drop

MTBA, SMBS and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify MBS ETFBonds & Cash · Mortgage0.28%6.16%−2.0%−1.0%+3.7%[…]−4.6%3.8%$876M1.6

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%5.38%−1.5%−1.1%[…][…]−5.2%4.8%$6.4B2.0

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.09%−2.2%−1.6%+5.8%+0.5%−4.9%4.5%$68.6B2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: MTBA 2023 · SMBS 2024 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify MBS ETF · $876M[…]

MTBA

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MTBA

More Ways to See the Pairs

MTBA vs SMBS: Top 5 Holdings

Today

MTBA

46.5%in top 5

SMBS

in top 50.0%

MTBAStockSMBS

46.5%SBILnot top 5

not top 5GVMXX0.0%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

Cost, Income and Risk

Fees: MTBA, SMBS, VCIT

Today

0.03%lowest, SMBS

FundExpense ratioFee$10k

SMBS0.03%$3

VCIT0.03%$3

MTBA0.28%$28

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SMBS

−2.0%Year to dateJan 1 → Nov 13−1.5%

−1.0%1 yearTotal return−1.1%

+3.7%3 years · per year$10,000 became $11,151 · […][…]

[…]5 years · per year[…]

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

6.16%Trailing 12-mo yield$616 · $538 a year on $10k5.38%

−4.6%Worst dropSmaller is better−5.2%

3.8%VolatilityLower is calmer4.8%

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

4–2MTBA wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

MTBA vs SMBS Returns, Every Period

1Y

SimplifyMTBA

−1.0%

past year

SMBSSchwab

−1.1%

past year

MTBASMBSFaded: behind in that period

1–1Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

MTBA vs SMBS

YTD

SimplifyMTBA

−2.0%

SMBSSchwab

−1.5%

−2.0%Year to date−1.5%

−4.6%Worst drop · 1Y−5.2%

3.8%Volatility · 1Y4.8%

6.2%Yield5.4%

$876MAssets$6.4B

3–1MTBA wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: MTBA, SMBS, VCIT

1Y

6.16%highest, MTBA

FundTrailing yieldYield$10k

MTBA6.16%$616

SMBS5.38%$538

VCIT5.09%$509

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$588most kept, MTBA

MTBA$616 − $28 = $588

SMBS$538 − $3 = $535

VCIT$509 − $3 = $506

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: MTBA, SMBS, VCIT

Today

0.0%most shared, MTBA and SMBS

MTBASMBSVCIT

MTBA—0.0%[…]

SMBS0.0%—[…]

VCIT[…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

−1.0%MTBA, at 3.8% volatility

MTBAWorst drop−4.6%3.8% vol

VCITWorst drop−4.9%4.5% vol

SMBSWorst drop−5.2%4.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

MTBASMBS

−2.0%Year to date−1.5%

6.2%Yield5.4%

−1.0%Past year−1.1%

0.28%Fee0.03%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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MTBA, SMBS and VCIT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: MTBA, SMBS, VCIT