JHMB vs SMBS

AJHMB

BSMBS

Measures won1–2SMBS wins · of 6 · 5Y

$10,000 · 5Y$10,658JHMB · AGG $9,942

Lowest cost0.03%SMBS · $3 on $10k

Most income5.29%SMBS · $529 on $10k

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

Held in common0.0%JHMB and SMBS

JHMB

SMBS

John Hancock Investments - Mortgage-Backed Securities ETF · $194MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B

+6.5%3 years · per year$12,062 · […][…]

+1.3%5 years · per year$10,658 · […][…]

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

4.96%12-mo yield$496 · $529 on $10k5.29%

−5.2%Worst dropSmaller wins−5.2%

3.9%VolatilityLower wins4.7%

1–2SMBS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJHMB · 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

All Three

5Y3 funds

#
1	AJHMB	John Hancock Investments - Mortgage-Backed Securities ETFRead Desk	0.39%	4.96%	+0.2%	−0.5%	+0.2%	+6.5%	+1.3%	−5.2%	$194M
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.13%	+0.5%	−0.2%	+0.3%	+5.5%	−0.1%	−4.6%	$139.1B
3	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

All Three

5Y3 funds

#
1	AJHMB	John Hancock Investments - Mortgage-Backed Securities ETFRead Desk	0.39%	4.96%	+0.2%	−0.5%	+0.2%	+6.5%	+1.3%	−5.2%	$194M
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.13%	+0.5%	−0.2%	+0.3%	+5.5%	−0.1%	−4.6%	$139.1B
3	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

JHMB vs SMBS

JHMB

John Hancock Investments - Mortgage-Backed Securities

$10,658

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureJHMBSMBS

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield4.96%5.29%

5 years, per year+1.3%[…]

3 years, per year+6.5%[…]

Worst drop · 1Y−5.2%−5.2%

Volatility · 1Y3.9%4.7%

2–1measures won
SMBS first

0.0%

holdings shared

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

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

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

Overlap: JHMB, SMBS, AGG

Today

0.0%most shared, JHMB and SMBS

JHMBSMBSAGG

JHMB—0.0%[…]

SMBS0.0%—[…]

AGG[…][…]—

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

JHMB$496 − $39 = $457

AGG$413 − $3 = $410

KeptFee

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