JMTG vs MBB

AJMTG

BMBB

Measures won3–1JMTG wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · MBB $10,109

Lowest cost0.03%VOO · $3 on $10k

Most income4.53%JMTG · $453 on $10k

Smallest drop−4.8%JMTG · worst fall in 1Y

Held in common[…]JMTG and MBB

JMTG

MBB

JPMorgan Mortgage-Backed Securities ETF · $6.8BiShares MBS ETF · $35.7B

[…]3 years · per year[…] · $11,979+6.2%

[…]5 years · per year[…] · $10,109+0.2%

0.37%Expense ratio$37 · $4 on $10k · lower wins0.04%

4.53%12-mo yield$453 · $445 on $10k4.45%

−4.8%Worst dropSmaller wins−5.4%

4.0%VolatilityLower wins4.9%

3–1JMTG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJMTG · MBB

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

Held in common[…]

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BMBB	iShares MBS ETFRead Desk	0.04%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B
3	AJMTG	JPMorgan Mortgage-Backed Securities ETFRead Desk	0.37%	4.53%	−0.2%	−0.2%	+0.6%	new	new	−4.8%	$6.8B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BMBB	iShares MBS ETFRead Desk	0.04%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B
3	AJMTG	JPMorgan Mortgage-Backed Securities ETFRead Desk	0.37%	4.53%	−0.2%	−0.2%	+0.6%	new	new	−4.8%	$6.8B

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

JMTG vs MBB

JMTG

JPMorgan Mortgage-Backed Securities

[…]

MBB

iShares MBS

$10,109

MeasureJMTGMBB

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield4.53%4.45%

5 years, per year[…]+0.2%

3 years, per year[…]+6.2%

Worst drop · 1Y−4.8%−5.4%

Volatility · 1Y4.0%4.9%

2–1measures won
JMTG first

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

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

Overlap: JMTG, MBB, VOO

Today

[…]holdings […]

JMTGMBBVOO

JMTG—[…][…]

MBB[…]—[…]

VOO[…][…]—

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

Income After Fees on $10,000

$441most kept, MBB

MBB$445 − $4 = $441

JMTG$453 − $37 = $416

VOO$107 − $3 = $104

KeptFee

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