MBB vs MTBA

AMBB

BMTBA

Measures won1–3MTBA wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · MBB $10,167

Lowest cost0.04%MBB · $4 on $10k

Most income6.07%MTBA · $607 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]MBB and MTBA

MBB

MTBA

iShares MBS ETF · $36.0BSimplify MBS ETF · $896M

+6.0%3 years · per year$11,914 · […][…]

+0.3%5 years · per year$10,167 · […][…]

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

4.43%12-mo yield$443 · $607 on $10k6.07%

−5.4%Worst dropSmaller wins−4.6%

4.9%VolatilityLower wins3.7%

1–3MTBA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBB · MTBA

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

Held in common[…]

End-of-day Nov 6, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	AMBB	iShares MBS ETFRead Desk	0.04%	4.43%	0.0%	+0.3%	+1.3%	+6.0%	+0.3%	−5.4%	$36.0B
3	BMTBA	Simplify MBS ETFRead Desk	0.28%	6.07%	−0.1%	−0.6%	+0.5%	new	new	−4.6%	$896M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	AMBB	iShares MBS ETFRead Desk	0.04%	4.43%	0.0%	+0.3%	+1.3%	+6.0%	+0.3%	−5.4%	$36.0B
3	BMTBA	Simplify MBS ETFRead Desk	0.28%	6.07%	−0.1%	−0.6%	+0.5%	new	new	−4.6%	$896M

End-of-day Nov 6, 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

$10,167

MTBA

Simplify MBS

[…]

MeasureMBBMTBA

Fee0.04%0.28%

Cost on $10k a year$4$28

Yield4.43%6.07%

5 years, per year+0.3%[…]

3 years, per year+6.0%[…]

Worst drop · 1Y−5.4%−4.6%

Volatility · 1Y4.9%3.7%

3–1measures won
MTBA first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MBB, MTBA, SGOV

Today

[…]holdings […]

MBBMTBASGOV

MBB—[…][…]

MTBA[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$579most kept, MTBA

MTBA$607 − $28 = $579

MBB$443 − $4 = $439

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee