Compare · 2 funds side by side · dividends reinvested

SMBS and BND

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,950BND · best of the two

02 / 04

SMBS and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%5.29%+0.1%+0.9%[…][…]−5.2%4.7%$6.4B1.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.4

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: SMBS 2024 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SMBS

BND

Vanguard Total Bond Market ETF · $161B$9,950

$10,000 five years ago, dividends reinvested

SMBSMeasureBND

+0.1%Year to dateJan 1 → Nov 4−0.1%

+0.9%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,733+5.5%

[…]5 years · per year$10,000 became […] · $9,950−0.1%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

5.29%Trailing 12-mo yield$529 · $413 a year on $10k4.13%

−5.2%Worst dropSmaller is better−4.5%

4.7%VolatilityLower is calmer4.0%

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

3–2SMBS wins

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

More Ways to See the Pairs

SMBS vs BND: Top 5 Holdings

Today

SMBS

0.4%in top 5

BND

in top 5[…]

SMBSStockBND

0.4%GVMXXnot top 5

Held in common[…]

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

SMBS vs BND Returns, Every Period

SchwabSMBS

+0.9%

past year

BNDVanguard

+0.3%

past year

SMBSBNDFaded: behind in that period

2–0SMBS wins

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

SMBS vs BND

YTD

SchwabSMBS

+0.1%

BNDVanguard

−0.1%

+0.1%Year to date−0.1%

−5.2%Worst drop · 1Y−4.5%

4.7%Volatility · 1Y4.0%

5.3%Yield4.1%

$6.4BAssets$161B

2–2level

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

Cost, Income and Risk

Fees: SMBS, BND

Today

0.03%lowest, SMBS

FundExpense ratioFee$10k

SMBS0.03%$3

BND0.03%$3

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

Yields: SMBS, BND

5.29%highest, SMBS

FundTrailing yieldYield$10k

SMBS5.29%$529

BND4.13%$413

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

Income After Fees on $10,000

$526most kept, SMBS

SMBS$529 − $3 = $526

BND$413 − $3 = $410

KeptFee

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

Overlap: SMBS, BND

Today

[…]holdings […]

SMBSBND

SMBS—[…]

BND[…]—

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

Return vs Bumpiness: 2 ETFs

+0.9%SMBS, at 4.7% volatility

BNDWorst drop−4.5%4.0% vol

SMBSWorst drop−5.2%4.7% vol

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

Paid More vs Made More

YTD

SMBSBND

+0.1%Year to date−0.1%

5.3%Yield4.1%

+0.9%Past year+0.3%

0.03%Fee0.03%

3–0SMBS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND 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