MBSD vs MBB

AMBSD

BMBB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,306MBSD · MBB $10,171

Lowest cost0.04%MBB · $4 on $10k

Most income4.42%MBB · $442 on $10k

Smallest drop−4.0%MBSD · worst fall in 1Y

Held in common[…]MBSD and MBB

MBSD

MBB

Northern Trust Disciplined Duration MBS ETF · $89MiShares MBS ETF · $35.9B

+5.2%3 years · per year$11,653 · $12,072+6.5%

+0.6%5 years · per year$10,306 · $10,171+0.3%

0.21%Expense ratio$21 · $4 on $10k · lower wins0.04%

4.13%12-mo yield$413 · $442 on $10k4.42%

−4.0%Worst dropSmaller wins−5.4%

3.8%VolatilityLower wins4.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMBSD · MBB

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

Both

5Y2 funds

#			Trend
1	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk		0.21%	4.13%	+0.2%	+0.2%	+0.9%	+5.2%	+0.6%	−4.0%	$89M
2	BMBB	iShares MBS ETFRead Desk		0.04%	4.42%	+0.1%	+0.3%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B

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

Both

5Y2 funds

#			Trend
1	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk		0.21%	4.13%	+0.2%	+0.2%	+0.9%	+5.2%	+0.6%	−4.0%	$89M
2	BMBB	iShares MBS ETFRead Desk		0.04%	4.42%	+0.1%	+0.3%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B

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

MBSD vs MBB

MBSD

Northern Trust Disciplined Duration MBS

$10,306

MBB

iShares MBS

$10,171

MeasureMBSDMBB

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield4.13%4.42%

5 years, per year+0.6%+0.3%

3 years, per year+5.2%+6.5%

Worst drop · 1Y−4.0%−5.4%

Volatility · 1Y3.8%4.9%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MBSD, MBB

Today

[…]holdings […]

MBSDMBB

MBSD—[…]

MBB[…]—

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

Income After Fees on $10,000

$438most kept, MBB

MBB$442 − $4 = $438

MBSD$413 − $21 = $392

KeptFee

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