MBSD vs VMBS

AMBSD

BVMBS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,311MBSD · VMBS $10,261

Lowest cost0.03%VMBS · $3 on $10k

Most income4.31%VMBS · $431 on $10k

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

Held in common[…]MBSD and VMBS

MBSD

VMBS

Northern Trust Disciplined Duration MBS ETF · $89MVanguard Mortgage-Backed Securities ETF · $15.5B

+4.9%3 years · per year$11,528 · $11,968+6.2%

+0.6%5 years · per year$10,311 · $10,261+0.5%

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

4.13%12-mo yield$413 · $431 on $10k4.31%

−4.0%Worst dropSmaller wins−5.1%

3.7%VolatilityLower wins4.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMBSD · VMBS

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

Held in common[…]

End-of-day Nov 6, 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%	0.0%	+0.2%	+1.2%	+4.9%	+0.6%	−4.0%	$89M
2	BVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.31%	0.0%	+0.4%	+1.6%	+6.2%	+0.5%	−5.1%	$15.5B

End-of-day Nov 6, 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%	0.0%	+0.2%	+1.2%	+4.9%	+0.6%	−4.0%	$89M
2	BVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.31%	0.0%	+0.4%	+1.6%	+6.2%	+0.5%	−5.1%	$15.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MBSD vs VMBS

MBSD

Northern Trust Disciplined Duration MBS

$10,311

VMBS

Vanguard Mortgage-Backed Securities

$10,261

MeasureMBSDVMBS

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield4.13%4.31%

5 years, per year+0.6%+0.5%

3 years, per year+4.9%+6.2%

Worst drop · 1Y−4.0%−5.1%

Volatility · 1Y3.7%4.7%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MBSD, VMBS

Today

[…]holdings […]

MBSDVMBS

MBSD—[…]

VMBS[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$428most kept, VMBS

VMBS$431 − $3 = $428

MBSD$413 − $21 = $392

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee