FSEC vs SMBS

AFSEC

BSMBS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,226FSEC · AGG $9,970

Lowest cost0.03%SMBS · $3 on $10k

Most income5.27%SMBS · $527 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]FSEC and SMBS

FSEC

SMBS

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5BSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.5B

+6.4%3 years · per year$12,044 · […][…]

+0.4%5 years · per year$10,226 · […][…]

0.36%Expense ratio$36 · $3 on $10k · lower wins0.03%

4.55%12-mo yield$455 · $527 on $10k5.27%

−5.0%Worst dropSmaller wins−5.2%

4.6%VolatilityLower wins4.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSEC · 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	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.55%	0.0%	+0.3%	+1.3%	+6.4%	+0.4%	−5.0%	$4.5B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B
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	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.55%	0.0%	+0.3%	+1.3%	+6.4%	+0.4%	−5.0%	$4.5B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B
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

FSEC vs SMBS

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,226

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureFSECSMBS

Fee0.36%0.03%

Cost on $10k a year$36$3

Yield4.55%5.27%

5 years, per year+0.4%[…]

3 years, per year+6.4%[…]

Worst drop · 1Y−5.0%−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: FSEC, SMBS, AGG

Today

[…]holdings […]

FSECSMBSAGG

FSEC—[…][…]

SMBS[…]—[…]

AGG[…][…]—

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

FSEC$455 − $36 = $419

AGG$412 − $3 = $409

KeptFee

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