MBB vs MTBA

AMBB

BMTBA

Measures won1–3MTBA wins · of 6 · 5Y

$10,000 · 5Y$10,171MBB

Lowest cost0.04%MBB · $4 on $10k

Most income6.07%MTBA · $607 on $10k

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

Held in common[…]MBB and MTBA

MBB

MTBA

iShares MBS ETF · $35.9BSimplify MBS ETF · $900M

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

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

0.04%Expense ratio$4 · $28 on $10k · lower wins0.28%

4.42%12-mo yield$442 · $607 on $10k6.07%

−5.4%Worst dropSmaller wins−4.6%

4.9%VolatilityLower wins3.7%

1–3MTBA wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBB · MTBA

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%	$35.9B
2	BMTBA	Simplify MBS ETFRead Desk		0.28%	6.07%	+0.1%	−0.5%	+0.5%	new	new	−4.6%	$900M

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%	$35.9B
2	BMTBA	Simplify MBS ETFRead Desk		0.28%	6.07%	+0.1%	−0.5%	+0.5%	new	new	−4.6%	$900M

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 MTBA

MBB

iShares MBS

$10,171

MTBA

Simplify MBS

[…]

MeasureMBBMTBA

Fee0.04%0.28%

Cost on $10k a year$4$28

Yield4.42%6.07%

5 years, per year+0.3%[…]

3 years, per year+6.5%[…]

Worst drop · 1Y−5.4%−4.6%

Volatility · 1Y4.9%3.7%

3–1measures won
MTBA first

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MBB, MTBA

Today

[…]holdings […]

MBBMTBA

MBB—[…]

MTBA[…]—

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

Income After Fees on $10,000

$579most kept, MTBA

MTBA$607 − $28 = $579

MBB$442 − $4 = $438

KeptFee

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