SMBS vs FSEC

ASMBS

BFSEC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,210FSEC · BND $9,983

Lowest cost0.03%SMBS · $3 on $10k

Most income5.28%SMBS · $528 on $10k

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

Held in common[…]SMBS and FSEC

SMBS

FSEC

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4BFIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5B

[…]3 years · per year[…] · $12,199+6.9%

[…]5 years · per year[…] · $10,210+0.4%

0.03%Expense ratio$3 · $36 on $10k · lower wins0.36%

5.28%12-mo yield$528 · $455 on $10k4.55%

−5.2%Worst dropSmaller wins−5.0%

4.7%VolatilityLower wins4.6%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMBS · FSEC

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

Held in common[…]

End-of-day Nov 5, 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	BFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.55%	+0.1%	+0.3%	+1.1%	+6.9%	+0.4%	−5.0%	$4.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.28%	+0.3%	+0.4%	+1.1%	new	new	−5.2%	$6.4B

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

All Three

5Y3 funds

#
1	BFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.55%	+0.1%	+0.3%	+1.1%	+6.9%	+0.4%	−5.0%	$4.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.28%	+0.3%	+0.4%	+1.1%	new	new	−5.2%	$6.4B

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

Cards for this view

SMBS vs FSEC

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,210

MeasureSMBSFSEC

Fee0.03%0.36%

Cost on $10k a year$3$36

Yield5.28%4.55%

5 years, per year[…]+0.4%

3 years, per year[…]+6.9%

Worst drop · 1Y−5.2%−5.0%

Volatility · 1Y4.7%4.6%

2–2measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FSEC, SMBS, BND

Today

[…]holdings […]

FSECSMBSBND

FSEC—[…][…]

SMBS[…]—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$525most kept, SMBS

SMBS$528 − $3 = $525

FSEC$455 − $36 = $419

BND$412 − $3 = $409

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee