MBS vs SMBS

AMBS

BSMBS

Measures won3–1MBS wins · of 6 · 5Y

$10,000 · 5Y$9,942AGG

Lowest cost0.03%SMBS · $3 on $10k

Most income5.56%MBS · $556 on $10k

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

Held in common[…]MBS and SMBS

MBS

SMBS

Angel Oak Mortgage-Backed Securities ETF · $191MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

5.56%12-mo yield$556 · $532 on $10k5.32%

−5.0%Worst dropSmaller wins−5.2%

3.4%VolatilityLower wins4.7%

3–1MBS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBS · SMBS

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

All Three

5Y3 funds

#
1	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
2	AMBS	Angel Oak Mortgage-Backed Securities ETFRead Desk	0.79%	5.56%	0.0%	−0.5%	+0.5%	new	new	−5.0%	$191M
3	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.32%	−0.2%	−0.3%	+0.4%	new	new	−5.2%	$6.4B

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

All Three

5Y3 funds

#
1	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
2	AMBS	Angel Oak Mortgage-Backed Securities ETFRead Desk	0.79%	5.56%	0.0%	−0.5%	+0.5%	new	new	−5.0%	$191M
3	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.32%	−0.2%	−0.3%	+0.4%	new	new	−5.2%	$6.4B

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 SMBS

MBS

Angel Oak Mortgage-Backed Securities

[…]

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureMBSSMBS

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield5.56%5.32%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−5.0%−5.2%

Volatility · 1Y3.4%4.7%

3–1measures won
MBS first

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: MBS, SMBS, AGG

Today

[…]holdings […]

MBSSMBSAGG

MBS—[…][…]

SMBS[…]—[…]

AGG[…][…]—

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

Income After Fees on $10,000

$529most kept, SMBS

SMBS$532 − $3 = $529

MBS$556 − $79 = $477

AGG$415 − $3 = $412

KeptFee

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