Compare · 2 funds side by side · dividends reinvested

MVRL and MBB

MVRLETRACS×MBBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,143MBB · best of the two

02 / 04

MVRL and MBB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MBS ETFBonds & Cash · Mortgage0.04%4.43%+0.2%+1.0%+6.5%+0.3%−5.4%4.9%$35.7B1.1

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNBonds & Cash · Mortgage0.95%29.38%−26.1%−21.3%+4.7%−13.4%−39.1%29.7%$8M1.9

Rank among the two1st → 2ndFee, 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: MVRL 2020 · MBB 2007

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN · $8M$4,883

MVRL

MBB

iShares MBS ETF · $35.7B$10,143

$10,000 five years ago, dividends reinvested

MVRLMeasureMBB

−26.1%Year to dateJan 1 → Nov 4+0.2%

−21.3%1 yearTotal return+1.0%

+4.7%3 years · per year$10,000 became $11,473 · $12,077+6.5%

−13.4%5 years · per year$10,000 became $4,883 · $10,143+0.3%

0.95%Expense ratio$95 · $4 a year on $10k · lower is better0.04%

29.38%Trailing 12-mo yield$2,938 · $443 a year on $10k4.43%

−39.1%Worst dropSmaller is better−5.4%

29.7%VolatilityLower is calmer4.9%

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

1–7MBB wins

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

More Ways to See the Pairs

MVRL vs MBB: Top 5 Holdings

Today

MVRL

[…]in top 5

MBB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

MVRL vs MBB Returns, Every Period

ETRACSMVRL

−13.4%

5 years, per year

MBBiShares

+0.3%

5 years, per year

MVRLMBBFaded: behind in that period

0–4MBB wins

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

MVRL vs MBB

YTD

ETRACSMVRL

−26.1%

MBBiShares

+0.2%

−26.1%Year to date+0.2%

−39.1%Worst drop · 1Y−5.4%

29.7%Volatility · 1Y4.9%

29.4%Yield4.4%

$8.3MAssets$35.7B

3–1MBB wins

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

Cost, Income and Risk

Fees: MVRL, MBB

Today

0.04%lowest, MBB

FundExpense ratioFee$10k

MBB0.04%$4

MVRL0.95%$95

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

Yields: MVRL, MBB

29.38%highest, MVRL

FundTrailing yieldYield$10k

MVRL29.38%$2,938

MBB4.43%$443

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

Income After Fees on $10,000

$2,843most kept, MVRL

MVRL$2,938 − $95 = $2,843

MBB$443 − $4 = $439

KeptFee

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

Overlap: MVRL, MBB

Today

[…]holdings […]

MVRLMBB

MVRL—[…]

MBB[…]—

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

Return vs Bumpiness: 2 ETFs

+1.0%MBB, at 4.9% volatility

MBBWorst drop−5.4%4.9% vol

MVRLWorst drop−39.1%29.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MVRLMBB

−26.1%Year to date+0.2%

29.4%Yield4.4%

−21.3%Past year+1.0%

0.95%Fee0.04%

3–1MBB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

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