JHMB vs SMBS

AJHMB

BSMBS

Measures won1–2SMBS wins · of 6 · 5Y

$10,000 · 5Y$10,643JHMB · BND $9,944

Lowest cost0.03%SMBS · $3 on $10k

Most income5.32%SMBS · $532 on $10k

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

Held in common0.0%JHMB and SMBS

JHMB

SMBS

John Hancock Investments - Mortgage-Backed Securities ETF · $201MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B

+6.3%3 years · per year$12,026 · […][…]

+1.3%5 years · per year$10,643 · […][…]

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

4.97%12-mo yield$497 · $532 on $10k5.32%

−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 3, 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%	4.97%	0.0%	−0.7%	0.0%	+6.3%	+1.3%	−5.2%	$201M
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.2%	−0.1%	−4.5%	$161.4B
3	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.32%	−0.2%	−0.3%	+0.4%	new	new	−5.2%	$6.4B

End-of-day Nov 3, 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%	4.97%	0.0%	−0.7%	0.0%	+6.3%	+1.3%	−5.2%	$201M
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.2%	−0.1%	−4.5%	$161.4B
3	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.32%	−0.2%	−0.3%	+0.4%	new	new	−5.2%	$6.4B

End-of-day Nov 3, 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

$10,643

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureJHMBSMBS

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield4.97%5.32%

5 years, per year+1.3%[…]

3 years, per year+6.3%[…]

Worst drop · 1Y−5.2%−5.2%

Volatility · 1Y3.9%4.7%

2–1measures won
SMBS first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: JHMB, SMBS, BND

Today

0.0%most shared, JHMB and SMBS

JHMBSMBSBND

JHMB—0.0%[…]

SMBS0.0%—[…]

BND[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$529most kept, SMBS

SMBS$532 − $3 = $529

JHMB$497 − $39 = $458

BND$415 − $3 = $412

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee