ASEC vs SMBS

AASEC

BSMBS

Measures won0–2SMBS wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.03%SMBS · $3 on $10k

Most income5.29%SMBS · $529 on $10k

Smallest drop−5.2%SMBS · worst fall in 1Y

Held in common[…]ASEC and SMBS

ASEC

SMBS

American Century Securitized Credit ETF · $20MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.79%12-mo yield$179 · $529 on $10k5.29%

[…]Worst dropSmaller wins−5.2%

[…]VolatilityLower wins4.7%

0–2SMBS wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsASEC · SMBS

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AASEC	American Century Securitized Credit ETFRead Desk		0.29%	1.79%	0.0%	new	new	new	new	[…]	$20M
2	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	new	new	−5.2%	$6.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AASEC	American Century Securitized Credit ETFRead Desk		0.29%	1.79%	0.0%	new	new	new	new	[…]	$20M
2	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	new	new	−5.2%	$6.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ASEC vs SMBS

ASEC

American Century Securitized Credit

[…]

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureASECSMBS

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.79%5.29%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−5.2%

Volatility · 1Y[…]4.7%

2–0measures won
SMBS first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ASEC, SMBS

Today

[…]holdings […]

ASECSMBS

ASEC—[…]

SMBS[…]—

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

Income After Fees on $10,000

$526most kept, SMBS

SMBS$529 − $3 = $526

ASEC$179 − $29 = $150

KeptFee

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