SMBS vs MBB

ASMBS

BMBB

Measures won4–0SMBS wins · of 6 · 5Y

$10,000 · 5Y$10,167MBB · BND $9,974

Lowest cost0.03%SMBS · $3 on $10k

Most income5.27%SMBS · $527 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]SMBS and MBB

SMBS

MBB

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.5BiShares MBS ETF · $36.0B

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

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

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

5.27%12-mo yield$527 · $443 on $10k4.43%

−5.2%Worst dropSmaller wins−5.4%

4.7%VolatilityLower wins4.9%

4–0SMBS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMBS · MBB

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	BMBB	iShares MBS ETFRead Desk	0.04%	4.43%	0.0%	+0.3%	+1.3%	+6.0%	+0.3%	−5.4%	$36.0B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
3	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.27%	+0.1%	+0.5%	+1.6%	new	new	−5.2%	$6.5B

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	BMBB	iShares MBS ETFRead Desk	0.04%	4.43%	0.0%	+0.3%	+1.3%	+6.0%	+0.3%	−5.4%	$36.0B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
3	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.27%	+0.1%	+0.5%	+1.6%	new	new	−5.2%	$6.5B

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

SMBS vs MBB

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MBB

iShares MBS

$10,167

MeasureSMBSMBB

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield5.27%4.43%

5 years, per year[…]+0.3%

3 years, per year[…]+6.0%

Worst drop · 1Y−5.2%−5.4%

Volatility · 1Y4.7%4.9%

4–0measures won
SMBS first

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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, SMBS, BND

Today

[…]holdings […]

MBBSMBSBND

MBB—[…][…]

SMBS[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$524most kept, SMBS

SMBS$527 − $3 = $524

MBB$443 − $4 = $439

BND$412 − $3 = $409

KeptFee

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