JMBS vs IVV

AJMBS

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · JMBS $10,278

Lowest cost0.03%IVV · $3 on $10k

Most income5.39%JMBS · $539 on $10k

Smallest drop−6.0%JMBS · worst fall in 1Y

Held in common[…]JMBS and IVV

JMBS

IVV

Janus Henderson Mortgage-Backed Securities ETF · $6.2BiShares Core S&P 500 ETF · $853B

+6.0%3 years · per year$11,896 · $18,159+22.0%

+0.6%5 years · per year$10,278 · $17,545+11.9%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

5.39%12-mo yield$539 · $111 on $10k1.11%

−6.0%Worst dropSmaller wins−8.9%

4.9%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJMBS · IVV

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

Held in common[…]

End-of-day Nov 9, 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
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	AJMBS	Janus Henderson Mortgage-Backed Securities ETFRead Desk		0.21%	5.39%	0.0%	−0.3%	+0.4%	+6.0%	+0.6%	−6.0%	$6.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	AJMBS	Janus Henderson Mortgage-Backed Securities ETFRead Desk		0.21%	5.39%	0.0%	−0.3%	+0.4%	+6.0%	+0.6%	−6.0%	$6.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JMBS vs IVV

JMBS

Janus Henderson Mortgage-Backed Securities

$10,278

IVV

iShares Core S&P 500

$17,545

MeasureJMBSIVV

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield5.39%1.11%

5 years, per year+0.6%+11.9%

3 years, per year+6.0%+22.0%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y4.9%13.8%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: JMBS, IVV

Today

[…]holdings […]

JMBSIVV

JMBS—[…]

IVV[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$518most kept, JMBS

JMBS$539 − $21 = $518

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee