IMTG vs SMBS

AIMTG

BSMBS

Measures won0–2SMBS wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.03%SMBS · $3 on $10k

Most income5.29%SMBS · $529 on $10k

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

Held in common0.0%IMTG and SMBS

IMTG

SMBS

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Agency MBS ETF · $14MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.22%Expense ratio$22 · $3 on $10k · lower wins0.03%

3.08%12-mo yield$308 · $529 on $10k5.29%

[…]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 holdingsIMTG · SMBS

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

Held in common0.0%

End-of-day Nov 4, 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	AIMTG	Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Agency MBS ETFRead Desk		0.22%	3.08%	0.0%	new	new	new	new	[…]	$14M
2	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	new	new	−5.2%	$6.4B

End-of-day Nov 4, 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	AIMTG	Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Agency MBS ETFRead Desk		0.22%	3.08%	0.0%	new	new	new	new	[…]	$14M
2	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	new	new	−5.2%	$6.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IMTG vs SMBS

IMTG

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Agency MBS

[…]

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureIMTGSMBS

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield3.08%5.29%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−5.2%

Volatility · 1Y[…]4.7%

2–0measures won
SMBS first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IMTG, SMBS

Today

0.0%most shared, IMTG and SMBS

IMTGSMBS

IMTG—0.0%

SMBS0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$526most kept, SMBS

SMBS$529 − $3 = $526

IMTG$308 − $22 = $286

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee