DMBS vs SMBS

ADMBS

BSMBS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$9,974BND

Lowest cost0.03%SMBS · $3 on $10k

Most income5.71%DMBS · $571 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]DMBS and SMBS

DMBS

SMBS

Doubleline Etf Trust - Mortgage ETF · $690MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.5B

+6.0%3 years · per year$11,901 · […][…]

[…]5 years · per year[…]

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

5.71%12-mo yield$571 · $527 on $10k5.27%

−5.4%Worst dropSmaller wins−5.2%

4.6%VolatilityLower wins4.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDMBS · SMBS

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	ADMBS	Doubleline Etf Trust - Mortgage ETFRead Desk	0.39%	5.71%	+0.1%	−0.2%	+0.9%	+6.0%	new	−5.4%	$690M
3	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.27%	+0.1%	+0.5%	+1.6%	new	new	−5.2%	$6.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	ADMBS	Doubleline Etf Trust - Mortgage ETFRead Desk	0.39%	5.71%	+0.1%	−0.2%	+0.9%	+6.0%	new	−5.4%	$690M
3	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.27%	+0.1%	+0.5%	+1.6%	new	new	−5.2%	$6.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DMBS vs SMBS

DMBS

Doubleline Etf Trust - Mortgage

[…]

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureDMBSSMBS

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield5.71%5.27%

5 years, per year[…][…]

3 years, per year+6.0%[…]

Worst drop · 1Y−5.4%−5.2%

Volatility · 1Y4.6%4.7%

2–2measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DMBS, SMBS, BND

Today

[…]holdings […]

DMBSSMBSBND

DMBS—[…][…]

SMBS[…]—[…]

BND[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$532most kept, DMBS

DMBS$571 − $39 = $532

SMBS$527 − $3 = $524

BND$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee