Compare · 3 funds side by side · dividends reinvested

OWNS, MBB and SGOV

OWNSImpact Shares×MBBiShares×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

OWNS, MBB and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.6

iShares MBS ETFBonds & Cash · Mortgage0.04%4.43%+0.2%+1.0%+6.5%+0.3%−5.4%4.9%$35.9B1.8

CCM Affordable Housing MBS ETFBonds & Cash · Mortgage0.68%4.25%−0.4%+0.5%+6.1%+0.2%−5.8%4.6%$106M2.6

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: OWNS 2021 · MBB 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

CCM Affordable Housing MBS ETF · $106M$10,078

OWNS

MBB

iShares MBS ETF · $35.9B$10,143

$10,000 five years ago, dividends reinvested

OWNSMeasureMBB

−0.4%Year to dateJan 1 → Nov 4+0.2%

+0.5%1 yearTotal return+1.0%

+6.1%3 years · per year$10,000 became $11,948 · $12,077+6.5%

+0.2%5 years · per year$10,000 became $10,078 · $10,143+0.3%

0.68%Expense ratio$68 · $4 a year on $10k · lower is better0.04%

4.25%Trailing 12-mo yield$425 · $443 a year on $10k4.43%

−5.8%Worst dropSmaller is better−5.4%

4.6%VolatilityLower is calmer4.9%

OWNSMBB 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

OWNS vs MBB: Top 5 Holdings

Today

OWNS

[…]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

OWNS vs MBB Returns, Every Period

Impact SharesOWNS

+0.2%

5 years, per year

MBBiShares

+0.3%

5 years, per year

OWNSMBBFaded: behind in that period

0–4MBB wins

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

OWNS vs MBB

YTD

Impact SharesOWNS

−0.4%

MBBiShares

+0.2%

−0.4%Year to date+0.2%

−5.8%Worst drop · 1Y−5.4%

4.6%Volatility · 1Y4.9%

4.3%Yield4.4%

$106MAssets$35.9B

3–1MBB wins

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

Cost, Income and Risk

Fees: OWNS, MBB, SGOV

Today

0.04%lowest, MBB

FundExpense ratioFee$10k

MBB0.04%$4

SGOV0.09%$9

OWNS0.68%$68

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

Yields: OWNS, MBB, SGOV

4.43%highest, MBB

FundTrailing yieldYield$10k

MBB4.43%$443

OWNS4.25%$425

SGOV3.63%$363

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

Income After Fees on $10,000

$439most kept, MBB

MBB$443 − $4 = $439

OWNS$425 − $68 = $357

SGOV$363 − $9 = $354

KeptFee

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

Overlap: OWNS, MBB, SGOV

Today

[…]holdings […]

OWNSMBBSGOV

OWNS—[…][…]

MBB[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

OWNSWorst drop−5.8%4.6% vol

MBBWorst drop−5.4%4.9% vol

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

Paid More vs Made More

YTD

MBBSGOV

+0.2%Year to date+3.1%

4.4%Yield3.6%

+1.0%Past year+3.7%

0.04%Fee0.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026