EVMO vs MBB

AEVMO

BMBB

Measures won3–1EVMO wins · of 6 · 5Y

$10,000 · 5Y$10,164MBB

Lowest cost0.04%MBB · $4 on $10k

Most income5.15%EVMO · $515 on $10k

Smallest drop−3.4%EVMO · worst fall in 1Y

Held in common[…]EVMO and MBB

EVMO

MBB

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETF · $805MiShares MBS ETF · $36.0B

[…]3 years · per year[…] · $11,852+5.8%

[…]5 years · per year[…] · $10,164+0.3%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

5.15%12-mo yield$515 · $443 on $10k4.43%

−3.4%Worst dropSmaller wins−5.4%

3.3%VolatilityLower wins4.9%

3–1EVMO wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVMO · MBB

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

Held in common[…]

End-of-day Nov 9, 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
1	BMBB	iShares MBS ETFRead Desk		0.04%	4.43%	0.0%	+0.3%	+0.9%	+5.8%	+0.3%	−5.4%	$36.0B
2	AEVMO	Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETFRead Desk		0.45%	5.15%	+0.1%	+1.1%	+1.9%	new	new	−3.4%	$805M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMBB	iShares MBS ETFRead Desk		0.04%	4.43%	0.0%	+0.3%	+0.9%	+5.8%	+0.3%	−5.4%	$36.0B
2	AEVMO	Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETFRead Desk		0.45%	5.15%	+0.1%	+1.1%	+1.9%	new	new	−3.4%	$805M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EVMO vs MBB

EVMO

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities

[…]

MBB

iShares MBS

$10,164

MeasureEVMOMBB

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield5.15%4.43%

5 years, per year[…]+0.3%

3 years, per year[…]+5.8%

Worst drop · 1Y−3.4%−5.4%

Volatility · 1Y3.3%4.9%

3–1measures won
EVMO first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: EVMO, MBB

Today

[…]holdings […]

EVMOMBB

EVMO—[…]

MBB[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$470most kept, EVMO

EVMO$515 − $45 = $470

MBB$443 − $4 = $439

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee