DSCO vs SMBS

ADSCO

BSMBS

Measures won0–2SMBS wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.03%SMBS · $3 on $10k

Most income5.27%SMBS · $527 on $10k

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

Held in common[…]DSCO and SMBS

DSCO

SMBS

DoubleLine Securitized Credit ETF · $239MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.5B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

4.19%12-mo yield$419 · $527 on $10k5.27%

[…]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 holdingsDSCO · 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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ADSCO	DoubleLine Securitized Credit ETFRead Desk		0.50%	4.19%	+0.4%	new	new	new	new	[…]	$239M
2	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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ADSCO	DoubleLine Securitized Credit ETFRead Desk		0.50%	4.19%	+0.4%	new	new	new	new	[…]	$239M
2	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

DSCO vs SMBS

DSCO

DoubleLine Securitized Credit

[…]

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureDSCOSMBS

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield4.19%5.27%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−5.2%

Volatility · 1Y[…]4.7%

2–0measures won
SMBS first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DSCO, SMBS

Today

[…]holdings […]

DSCOSMBS

DSCO—[…]

SMBS[…]—

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

Income After Fees on $10,000

$524most kept, SMBS

SMBS$527 − $3 = $524

DSCO$419 − $50 = $369

KeptFee

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