MBBA vs JMTG

AMBBA

BJMTG

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.26%MBBA · $26 on $10k

Most income4.50%JMTG · $450 on $10k

Smallest drop−4.8%JMTG · worst fall in 1Y

Held in common[…]MBBA and JMTG

MBBA

JMTG

iShares Mortgage-Backed Securities Active ETF · $771MJPMorgan Mortgage-Backed Securities ETF · $6.8B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.26%Expense ratio$26 · $37 on $10k · lower wins0.37%

3.60%12-mo yield$360 · $450 on $10k4.50%

[…]Worst dropSmaller wins−4.8%

[…]VolatilityLower wins4.0%

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsMBBA · JMTG

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AMBBA	iShares Mortgage-Backed Securities Active ETFRead Desk		0.26%	3.60%	−0.1%	new	new	new	new	[…]	$771M
2	BJMTG	JPMorgan Mortgage-Backed Securities ETFRead Desk		0.37%	4.50%	+0.1%	+0.5%	+1.5%	new	new	−4.8%	$6.8B

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AMBBA	iShares Mortgage-Backed Securities Active ETFRead Desk		0.26%	3.60%	−0.1%	new	new	new	new	[…]	$771M
2	BJMTG	JPMorgan Mortgage-Backed Securities ETFRead Desk		0.37%	4.50%	+0.1%	+0.5%	+1.5%	new	new	−4.8%	$6.8B

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

MBBA vs JMTG

MBBA

iShares Mortgage-Backed Securities Active

[…]

JMTG

JPMorgan Mortgage-Backed Securities

[…]

MeasureMBBAJMTG

Fee0.26%0.37%

Cost on $10k a year$26$37

Yield3.60%4.50%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−4.8%

Volatility · 1Y[…]4.0%

1–1measures won
level

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MBBA, JMTG

Today

[…]holdings […]

MBBAJMTG

MBBA—[…]

JMTG[…]—

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

Income After Fees on $10,000

$413most kept, JMTG

JMTG$450 − $37 = $413

MBBA$360 − $26 = $334

KeptFee

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