MBS vs MBB

AMBS

BMBB

Measures won3–1MBS wins · of 6 · 5Y

$10,000 · 5Y$10,143MBB

Lowest cost0.04%MBB · $4 on $10k

Most income5.56%MBS · $556 on $10k

Smallest drop−5.0%MBS · worst fall in 1Y

Held in common[…]MBS and MBB

MBS

MBB

Angel Oak Mortgage-Backed Securities ETF · $190MiShares MBS ETF · $35.9B

[…]3 years · per year[…] · $12,077+6.5%

[…]5 years · per year[…] · $10,143+0.3%

0.79%Expense ratio$79 · $4 on $10k · lower wins0.04%

5.56%12-mo yield$556 · $443 on $10k4.43%

−5.0%Worst dropSmaller wins−5.4%

3.4%VolatilityLower wins4.9%

3–1MBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBS · MBB

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

Held in common[…]

End-of-day Nov 4, 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
1	BMBB	iShares MBS ETFRead Desk		0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B
2	AMBS	Angel Oak Mortgage-Backed Securities ETFRead Desk		0.79%	5.56%	0.0%	−0.5%	+0.1%	new	new	−5.0%	$190M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMBB	iShares MBS ETFRead Desk		0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B
2	AMBS	Angel Oak Mortgage-Backed Securities ETFRead Desk		0.79%	5.56%	0.0%	−0.5%	+0.1%	new	new	−5.0%	$190M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MBS vs MBB

MBS

Angel Oak Mortgage-Backed Securities

[…]

MBB

iShares MBS

$10,143

MeasureMBSMBB

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield5.56%4.43%

5 years, per year[…]+0.3%

3 years, per year[…]+6.5%

Worst drop · 1Y−5.0%−5.4%

Volatility · 1Y3.4%4.9%

3–1measures won
MBS first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MBS, MBB

Today

[…]holdings […]

MBSMBB

MBS—[…]

MBB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$477most kept, MBS

MBS$556 − $79 = $477

MBB$443 − $4 = $439

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee