MBB vs MORT

AMBB

BMORT

Measures won5–1MBB wins · of 6 · 5Y

$10,000 · 5Y$10,150BNDX · MBB $10,143

Lowest cost0.04%MBB · $4 on $10k

Most income18.09%MORT · $1,809 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common[…]MBB and MORT

MBB

MORT

iShares MBS ETF · $35.9BVanEck Mortgage REIT Income ETF · $324M

+6.5%3 years · per year$12,077 · $11,988+6.2%

+0.3%5 years · per year$10,143 · $7,538−5.5%

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

4.43%12-mo yield$443 · $1,809 on $10k18.09%

−5.4%Worst dropSmaller wins−26.9%

4.9%VolatilityLower wins18.7%

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 4, 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	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B
2	AMBB	iShares MBS ETFRead Desk	0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B
3	BMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M

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

All Three

5Y3 funds

#
1	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	+0.4%	+0.6%	0.0%	+4.6%	+0.3%	−3.2%	$82.9B
2	AMBB	iShares MBS ETFRead Desk	0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B
3	BMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M

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 MORT

MBB

iShares MBS

$10,143

MORT

VanEck Mortgage REIT Income

$7,538

MeasureMBBMORT

Fee0.04%0.43%

Cost on $10k a year$4$43

Yield4.43%18.09%

5 years, per year+0.3%−5.5%

3 years, per year+6.5%+6.2%

Worst drop · 1Y−5.4%−26.9%

Volatility · 1Y4.9%18.7%

5–1measures won
MBB 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, MORT, BNDX

Today

[…]holdings […]

MBBMORTBNDX

MBB—[…][…]

MORT[…]—[…]

BNDX[…][…]—

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

Income After Fees on $10,000

$1,766most kept, MORT

MORT$1,809 − $43 = $1,766

BNDX$465 − $7 = $458

MBB$443 − $4 = $439

KeptFee

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