MBS vs SCHD5YMBSMBSAvsBSCHDSCHDAngel Oak Mortgage-Backed Securities ETF · $190MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%5.62%12-mo yield$562 · $292 on $10k2.92%
Overlap: MBS, SCHD, BNDToday[…]holdings […]MBSSCHDBNDMBS—[…][…]SCHD[…]—[…]BND[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
MBS vs SCHD5YAMBSAngel Oak Mortgage-Backed Securities[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureMBSSCHDFee0.79%0.06%Cost on $10k a year$79$6Yield5.62%2.92%5 years, per year[…]+10.4%3 years, per year[…]+20.2%Worst drop · 1Y−5.0%−6.9%Volatility · 1Y3.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2BNDVanguard Total Bond Market ETFReadDesk0.03%4.18%−0.1%−1.5%−1.4%+4.1%−0.5%−4.5%$161.4B3AMBSAngel Oak Mortgage-Backed Securities ETFReadDesk0.79%5.62%−0.1%−1.6%−1.1%newnew−5.0%$190MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2BNDVanguard Total Bond Market ETFReadDesk0.03%4.18%−0.1%−1.5%−1.4%+4.1%−0.5%−4.5%$161.4B3AMBSAngel Oak Mortgage-Backed Securities ETFReadDesk0.79%5.62%−0.1%−1.6%−1.1%newnew−5.0%$190MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
BND vs AGGYTDVanguardBNDVA−1.5%vsBiSAGGiShares−1.5%Jan 1Nov 13−1.5%−1.5%−1.5%Year to date−1.5%4.2%Yield4.2%$161BAssets$137B0–0levelEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: MBS, SCHD, BNDToday[…]holdings […]MBSSCHDBNDMBS—[…][…]SCHD[…]—[…]BND[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$483most kept, MBSMBS$562 − $79 = $483BND$418 − $3 = $415SCHD$292 − $6 = $286KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee