MBSF vs MBB

AMBSF

BMBB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,167MBB

Lowest cost0.04%MBB · $4 on $10k

Most income4.43%MBB · $443 on $10k

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

Held in common[…]MBSF and MBB

MBSF

MBB

Regan Floating Rate MBS ETF · $265MiShares MBS ETF · $36.0B

[…]3 years · per year[…] · $11,914+6.0%

[…]5 years · per year[…] · $10,167+0.3%

0.49%Expense ratio$49 · $4 on $10k · lower wins0.04%

4.20%12-mo yield$420 · $443 on $10k4.43%

−1.0%Worst dropSmaller wins−5.4%

2.7%VolatilityLower wins4.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMBSF · MBB

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	BMBB	iShares MBS ETFRead Desk		0.04%	4.43%	0.0%	+0.3%	+1.3%	+6.0%	+0.3%	−5.4%	$36.0B
2	AMBSF	Regan Floating Rate MBS ETFRead Desk		0.49%	4.20%	+0.1%	+3.1%	+4.4%	new	new	−1.0%	$265M

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	BMBB	iShares MBS ETFRead Desk		0.04%	4.43%	0.0%	+0.3%	+1.3%	+6.0%	+0.3%	−5.4%	$36.0B
2	AMBSF	Regan Floating Rate MBS ETFRead Desk		0.49%	4.20%	+0.1%	+3.1%	+4.4%	new	new	−1.0%	$265M

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

MBSF vs MBB

MBSF

Regan Floating Rate MBS

[…]

MBB

iShares MBS

$10,167

MeasureMBSFMBB

Fee0.49%0.04%

Cost on $10k a year$49$4

Yield4.20%4.43%

5 years, per year[…]+0.3%

3 years, per year[…]+6.0%

Worst drop · 1Y−1.0%−5.4%

Volatility · 1Y2.7%4.9%

2–2measures 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: MBSF, MBB

Today

[…]holdings […]

MBSFMBB

MBSF—[…]

MBB[…]—

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

Income After Fees on $10,000

$439most kept, MBB

MBB$443 − $4 = $439

MBSF$420 − $49 = $371

KeptFee

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