MBB vs MORT

AMBB

BMORT

Measures won5–1MBB wins · of 6 · 5Y

$10,000 · 5Y$10,109MBB · AGG $9,930

Lowest cost0.03%AGG · $3 on $10k

Most income18.85%MORT · $1,885 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]MBB and MORT

MBB

MORT

iShares MBS ETF · $35.7BVanEck Mortgage REIT Income ETF · $311M

+6.2%3 years · per year$11,979 · $11,644+5.2%

+0.2%5 years · per year$10,109 · $7,185−6.4%

0.04%Expense ratio$4 · $43 on $10k · lower wins0.43%

4.45%12-mo yield$445 · $1,885 on $10k18.85%

−5.4%Worst dropSmaller wins−26.9%

4.9%VolatilityLower wins18.2%

5–1MBB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBB · MORT

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	AMBB	iShares MBS ETFRead Desk	0.04%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	BMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.85%	−1.8%	−19.1%	−15.2%	+5.2%	−6.4%	−26.9%	$311M

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	AMBB	iShares MBS ETFRead Desk	0.04%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	BMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.85%	−1.8%	−19.1%	−15.2%	+5.2%	−6.4%	−26.9%	$311M

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

MBB vs MORT

MBB

iShares MBS

$10,109

MORT

VanEck Mortgage REIT Income

$7,185

MeasureMBBMORT

Fee0.04%0.43%

Cost on $10k a year$4$43

Yield4.45%18.85%

5 years, per year+0.2%−6.4%

3 years, per year+6.2%+5.2%

Worst drop · 1Y−5.4%−26.9%

Volatility · 1Y4.9%18.2%

5–1measures won
MBB first

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

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: MBB, MORT, AGG

Today

[…]holdings […]

MBBMORTAGG

MBB—[…][…]

MORT[…]—[…]

AGG[…][…]—

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

Income After Fees on $10,000

$1,842most kept, MORT

MORT$1,885 − $43 = $1,842

MBB$445 − $4 = $441

AGG$415 − $3 = $412

KeptFee

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