JMBS vs SMBS

AJMBS

BSMBS

Measures won1–3SMBS wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · JMBS $10,283

Lowest cost0.03%SMBS · $3 on $10k

Most income5.39%JMBS · $539 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]JMBS and SMBS

JMBS

SMBS

Janus Henderson Mortgage-Backed Securities ETF · $6.3BSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.5B

+6.2%3 years · per year$11,992 · […][…]

+0.6%5 years · per year$10,283 · […][…]

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

5.39%12-mo yield$539 · $527 on $10k5.27%

−6.0%Worst dropSmaller wins−5.2%

4.9%VolatilityLower wins4.7%

1–3SMBS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJMBS · SMBS

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

Held in common[…]

End-of-day Nov 6, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	AJMBS	Janus Henderson Mortgage-Backed Securities ETFRead Desk	0.21%	5.39%	0.0%	−0.3%	+0.8%	+6.2%	+0.6%	−6.0%	$6.3B
3	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.27%	+0.1%	+0.5%	+1.6%	new	new	−5.2%	$6.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	AJMBS	Janus Henderson Mortgage-Backed Securities ETFRead Desk	0.21%	5.39%	0.0%	−0.3%	+0.8%	+6.2%	+0.6%	−6.0%	$6.3B
3	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.27%	+0.1%	+0.5%	+1.6%	new	new	−5.2%	$6.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JMBS vs SMBS

JMBS

Janus Henderson Mortgage-Backed Securities

$10,283

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureJMBSSMBS

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield5.39%5.27%

5 years, per year+0.6%[…]

3 years, per year+6.2%[…]

Worst drop · 1Y−6.0%−5.2%

Volatility · 1Y4.9%4.7%

3–1measures won
SMBS first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: JMBS, SMBS, SGOV

Today

[…]holdings […]

JMBSSMBSSGOV

JMBS—[…][…]

SMBS[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$524most kept, SMBS

SMBS$527 − $3 = $524

JMBS$539 − $21 = $518

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee