MBBA vs MBB

AMBBA

BMBB

Measures won0–2MBB wins · of 6 · 5Y

$10,000 · 5Y$10,109MBB · AGG $9,930

Lowest cost0.03%AGG · $3 on $10k

Most income4.45%MBB · $445 on $10k

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

Held in common[…]MBBA and MBB

MBBA

MBB

iShares Mortgage-Backed Securities Active ETF · $765MiShares MBS ETF · $35.7B

[…]3 years · per year[…] · $11,979+6.2%

[…]5 years · per year[…] · $10,109+0.2%

0.26%Expense ratio$26 · $4 on $10k · lower wins0.04%

3.62%12-mo yield$362 · $445 on $10k4.45%

[…]Worst dropSmaller wins−5.4%

[…]VolatilityLower wins4.9%

0–2MBB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBBA · MBB

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

Held in common[…]

End-of-day Nov 3, 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%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	AMBBA	iShares Mortgage-Backed Securities Active ETFRead Desk	0.26%	3.62%	−0.2%	new	new	new	new	[…]	$765M

End-of-day Nov 3, 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%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	AMBBA	iShares Mortgage-Backed Securities Active ETFRead Desk	0.26%	3.62%	−0.2%	new	new	new	new	[…]	$765M

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

Cards for this view

MBBA vs MBB

MBBA

iShares Mortgage-Backed Securities Active

[…]

MBB

iShares MBS

$10,109

MeasureMBBAMBB

Fee0.26%0.04%

Cost on $10k a year$26$4

Yield3.62%4.45%

5 years, per year[…]+0.2%

3 years, per year[…]+6.2%

Worst drop · 1Y[…]−5.4%

Volatility · 1Y[…]4.9%

2–0measures won
MBB first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: MBBA, MBB, AGG

Today

[…]holdings […]

MBBAMBBAGG

MBBA—[…][…]

MBB[…]—[…]

AGG[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$441most kept, MBB

MBB$445 − $4 = $441

AGG$415 − $3 = $412

MBBA$362 − $26 = $336

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee