MBB vs MBSF

AMBB

BMBSF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,171MBB

Lowest cost0.04%MBB · $4 on $10k

Most income4.42%MBB · $442 on $10k

Smallest drop−1.0%MBSF · worst fall in 1Y

Held in common[…]MBB and MBSF

MBB

MBSF

iShares MBS ETF · $36.0BRegan Floating Rate MBS ETF · $265M

+6.5%3 years · per year$12,072 · […][…]

+0.3%5 years · per year$10,171 · […][…]

0.04%Expense ratio$4 · $49 on $10k · lower wins0.49%

4.42%12-mo yield$442 · $420 on $10k4.20%

−5.4%Worst dropSmaller wins−1.0%

4.9%VolatilityLower wins2.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMBB · MBSF

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

Held in common[…]

End-of-day Nov 5, 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	AMBB	iShares MBS ETFRead Desk		0.04%	4.42%	+0.1%	+0.3%	+1.0%	+6.5%	+0.3%	−5.4%	$36.0B
2	BMBSF	Regan Floating Rate MBS ETFRead Desk		0.49%	4.20%	+0.1%	+3.0%	+4.1%	new	new	−1.0%	$265M

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

Both

5Y2 funds

#			Trend
1	AMBB	iShares MBS ETFRead Desk		0.04%	4.42%	+0.1%	+0.3%	+1.0%	+6.5%	+0.3%	−5.4%	$36.0B
2	BMBSF	Regan Floating Rate MBS ETFRead Desk		0.49%	4.20%	+0.1%	+3.0%	+4.1%	new	new	−1.0%	$265M

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

Cards for this view

MBB vs MBSF

MBB

iShares MBS

$10,171

MBSF

Regan Floating Rate MBS

[…]

MeasureMBBMBSF

Fee0.04%0.49%

Cost on $10k a year$4$49

Yield4.42%4.20%

5 years, per year+0.3%[…]

3 years, per year+6.5%[…]

Worst drop · 1Y−5.4%−1.0%

Volatility · 1Y4.9%2.7%

2–2measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MBB, MBSF

Today

[…]holdings […]

MBBMBSF

MBB—[…]

MBSF[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$438most kept, MBB

MBB$442 − $4 = $438

MBSF$420 − $49 = $371

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee