Compare SMBS and JMTG

SMBS and JMTG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%5.28%+0.4%+1.1%[…][…]−5.2%4.7%$6.5B1.3

JPMorgan Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.37%4.50%+0.4%+1.1%[…][…]−4.8%4.0%$6.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SMBS 2024 · JMTG 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.5B[…]

SMBS

JMTG

JPMorgan Mortgage-Backed Securities ETF · $6.8B[…]

$10,000 five years ago, dividends reinvested

SMBSMeasureJMTG

+0.4%Year to dateJan 1 → Nov 5+0.4%

+1.1%1 yearTotal return+1.1%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.03%Expense ratio$3 · $37 a year on $10k · lower is better0.37%

5.28%Trailing 12-mo yield$528 · $450 a year on $10k4.50%

−5.2%Worst dropSmaller is better−4.8%

4.7%VolatilityLower is calmer4.0%

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

2–2Level

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

More Ways to See the Pairs

SMBS vs JMTG: Top 5 Holdings

Today

SMBS

0.4%in top 5

JMTG

in top 5[…]

SMBSStockJMTG

0.4%GVMXXnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SMBS vs JMTG Returns, Every Period

1Y

SchwabSMBS

+1.1%

past year

JMTGJ.P. Morgan

+1.1%

past year

SMBSJMTGFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMBS vs JMTG

YTD

SchwabSMBS

+0.4%

JMTGJ.P. Morgan

+0.4%

+0.4%Year to date+0.4%

−5.2%Worst drop · 1Y−4.8%

4.7%Volatility · 1Y4.0%

5.3%Yield4.5%

$6.5BAssets$6.8B

2–1JMTG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMBS, JMTG

Today

0.03%lowest, SMBS

FundExpense ratioFee$10k

SMBS0.03%$3

JMTG0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMBS, JMTG

1Y

5.28%highest, SMBS

FundTrailing yieldYield$10k

SMBS5.28%$528

JMTG4.50%$450

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$525most kept, SMBS

SMBS$528 − $3 = $525

JMTG$450 − $37 = $413

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMBS, JMTG

Today

[…]holdings […]

SMBSJMTG

SMBS—[…]

JMTG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+1.1%SMBS, at 4.7% volatility

JMTGWorst drop−4.8%4.0% vol

SMBSWorst drop−5.2%4.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMBSJMTG

+0.4%Year to date+0.4%

5.3%Yield4.5%

+1.1%Past year+1.1%

0.03%Fee0.37%

2–0SMBS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026