MBSD vs SMBS

AMBSD

BSMBS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,312MBSD

Lowest cost0.03%SMBS · $3 on $10k

Most income5.29%SMBS · $529 on $10k

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

Held in common[…]MBSD and SMBS

MBSD

SMBS

Northern Trust Disciplined Duration MBS ETF · $89MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B

+5.2%3 years · per year$11,637 · […][…]

+0.6%5 years · per year$10,312 · […][…]

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

4.13%12-mo yield$413 · $529 on $10k5.29%

−4.0%Worst dropSmaller wins−5.2%

3.8%VolatilityLower wins4.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMBSD · 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

Both

5Y2 funds

#			Trend
1	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk		0.21%	4.13%	+0.3%	0.0%	+0.8%	+5.2%	+0.6%	−4.0%	$89M
2	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	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

Both

5Y2 funds

#			Trend
1	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk		0.21%	4.13%	+0.3%	0.0%	+0.8%	+5.2%	+0.6%	−4.0%	$89M
2	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	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

MBSD vs SMBS

MBSD

Northern Trust Disciplined Duration MBS

$10,312

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureMBSDSMBS

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield4.13%5.29%

5 years, per year+0.6%[…]

3 years, per year+5.2%[…]

Worst drop · 1Y−4.0%−5.2%

Volatility · 1Y3.8%4.7%

2–2measures won
level

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: MBSD, SMBS

Today

[…]holdings […]

MBSDSMBS

MBSD—[…]

SMBS[…]—

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

Income After Fees on $10,000

$526most kept, SMBS

SMBS$529 − $3 = $526

MBSD$413 − $21 = $392

KeptFee

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