SMBS vs MBBA

ASMBS

BMBBA

Measures won2–0SMBS wins · of 6 · 5Y

$10,000 · 5Y$9,983BND

Lowest cost0.03%SMBS · $3 on $10k

Most income5.28%SMBS · $528 on $10k

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

Held in common[…]SMBS and MBBA

SMBS

MBBA

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.5BiShares Mortgage-Backed Securities Active ETF · $771M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.03%Expense ratio$3 · $26 on $10k · lower wins0.26%

5.28%12-mo yield$528 · $359 on $10k3.59%

−5.2%Worst dropSmaller wins[…]

4.7%VolatilityLower wins[…]

2–0SMBS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMBS · MBBA

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

All Three

5Y3 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
2	BMBBA	iShares Mortgage-Backed Securities Active ETFRead Desk	0.26%	3.59%	+0.3%	new	new	new	new	[…]	$771M
3	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.28%	+0.3%	+0.4%	+1.1%	new	new	−5.2%	$6.5B

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

All Three

5Y3 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
2	BMBBA	iShares Mortgage-Backed Securities Active ETFRead Desk	0.26%	3.59%	+0.3%	new	new	new	new	[…]	$771M
3	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.28%	+0.3%	+0.4%	+1.1%	new	new	−5.2%	$6.5B

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

SMBS vs MBBA

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MBBA

iShares Mortgage-Backed Securities Active

[…]

MeasureSMBSMBBA

Fee0.03%0.26%

Cost on $10k a year$3$26

Yield5.28%3.59%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−5.2%[…]

Volatility · 1Y4.7%[…]

2–0measures won
SMBS first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MBBA, SMBS, BND

Today

[…]holdings […]

MBBASMBSBND

MBBA—[…][…]

SMBS[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$525most kept, SMBS

SMBS$528 − $3 = $525

BND$412 − $3 = $409

MBBA$359 − $26 = $333

KeptFee

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