MBB vs JMBS

AMBB

BJMBS

Measures won2–3JMBS wins · of 6 · 5Y

$10,000 · 5Y$10,267JMBS · MBB $10,143

Lowest cost0.04%MBB · $4 on $10k

Most income5.40%JMBS · $540 on $10k

Smallest drop−5.4%MBB · worst fall in 1Y

Held in common[…]MBB and JMBS

MBB

JMBS

iShares MBS ETF · $35.9BJanus Henderson Mortgage-Backed Securities ETF · $6.3B

+6.5%3 years · per year$12,077 · $12,129+6.6%

+0.3%5 years · per year$10,143 · $10,267+0.5%

0.04%Expense ratio$4 · $21 on $10k · lower wins0.21%

4.43%12-mo yield$443 · $540 on $10k5.40%

−5.4%Worst dropSmaller wins−6.0%

4.9%VolatilityLower wins4.9%

2–3JMBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBB · JMBS

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BJMBS	Janus Henderson Mortgage-Backed Securities ETFRead Desk		0.21%	5.40%	+0.5%	−0.5%	+0.4%	+6.6%	+0.5%	−6.0%	$6.3B
2	AMBB	iShares MBS ETFRead Desk		0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJMBS	Janus Henderson Mortgage-Backed Securities ETFRead Desk		0.21%	5.40%	+0.5%	−0.5%	+0.4%	+6.6%	+0.5%	−6.0%	$6.3B
2	AMBB	iShares MBS ETFRead Desk		0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B

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

MBB vs JMBS

MBB

iShares MBS

$10,143

JMBS

Janus Henderson Mortgage-Backed Securities

$10,267

MeasureMBBJMBS

Fee0.04%0.21%

Cost on $10k a year$4$21

Yield4.43%5.40%

5 years, per year+0.3%+0.5%

3 years, per year+6.5%+6.6%

Worst drop · 1Y−5.4%−6.0%

Volatility · 1Y4.9%4.9%

3–2measures won
JMBS first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MBB, JMBS

Today

[…]holdings […]

MBBJMBS

MBB—[…]

JMBS[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$519most kept, JMBS

JMBS$540 − $21 = $519

MBB$443 − $4 = $439

KeptFee

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