MBSF vs JMTG

AMBSF

BJMTG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.37%JMTG · $37 on $10k

Most income4.53%JMTG · $453 on $10k

Smallest drop−1.0%MBSF · worst fall in 1Y

Held in common[…]MBSF and JMTG

MBSF

JMTG

Regan Floating Rate MBS ETF · $265MJPMorgan Mortgage-Backed Securities ETF · $6.8B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $37 on $10k · lower wins0.37%

4.20%12-mo yield$420 · $453 on $10k4.53%

−1.0%Worst dropSmaller wins−4.8%

2.7%VolatilityLower wins4.0%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsMBSF · JMTG

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

Held in common[…]

End-of-day Nov 3, 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						3Y/yr	5Y/yr
1	AMBSF	Regan Floating Rate MBS ETFRead Desk		0.49%	4.20%	+0.3%	+3.1%	+4.1%	new	new	−1.0%	$265M
2	BJMTG	JPMorgan Mortgage-Backed Securities ETFRead Desk		0.37%	4.53%	−0.2%	−0.2%	+0.6%	new	new	−4.8%	$6.8B

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AMBSF	Regan Floating Rate MBS ETFRead Desk		0.49%	4.20%	+0.3%	+3.1%	+4.1%	new	new	−1.0%	$265M
2	BJMTG	JPMorgan Mortgage-Backed Securities ETFRead Desk		0.37%	4.53%	−0.2%	−0.2%	+0.6%	new	new	−4.8%	$6.8B

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

Cards for this view

MBSF vs JMTG

MBSF

Regan Floating Rate MBS

[…]

JMTG

JPMorgan Mortgage-Backed Securities

[…]

MeasureMBSFJMTG

Fee0.49%0.37%

Cost on $10k a year$49$37

Yield4.20%4.53%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−1.0%−4.8%

Volatility · 1Y2.7%4.0%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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 3, 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 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: MBSF, JMTG

Today

[…]holdings […]

MBSFJMTG

MBSF—[…]

JMTG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$416most kept, JMTG

JMTG$453 − $37 = $416

MBSF$420 − $49 = $371

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee