MORT vs MBB

AMORT

BMBB

Measures won1–5MBB wins · of 6 · 5Y

$10,000 · 5Y$10,143MBB · MORT $7,538

Lowest cost0.04%MBB · $4 on $10k

Most income18.09%MORT · $1,809 on $10k

Smallest drop−5.4%MBB · worst fall in 1Y

Held in common[…]MORT and MBB

MORT

MBB

VanEck Mortgage REIT Income ETF · $324MiShares MBS ETF · $35.9B

+6.2%3 years · per year$11,988 · $12,077+6.5%

−5.5%5 years · per year$7,538 · $10,143+0.3%

0.43%Expense ratio$43 · $4 on $10k · lower wins0.04%

18.09%12-mo yield$1,809 · $443 on $10k4.43%

−26.9%Worst dropSmaller wins−5.4%

18.7%VolatilityLower wins4.9%

1–5MBB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMORT · MBB

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	BMBB	iShares MBS ETFRead Desk		0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M

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	BMBB	iShares MBS ETFRead Desk		0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M

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

MORT vs MBB

MORT

VanEck Mortgage REIT Income

$7,538

MBB

iShares MBS

$10,143

MeasureMORTMBB

Fee0.43%0.04%

Cost on $10k a year$43$4

Yield18.09%4.43%

5 years, per year−5.5%+0.3%

3 years, per year+6.2%+6.5%

Worst drop · 1Y−26.9%−5.4%

Volatility · 1Y18.7%4.9%

5–1measures won
MBB first

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: MORT, MBB

Today

[…]holdings […]

MORTMBB

MORT—[…]

MBB[…]—

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

Income After Fees on $10,000

$1,766most kept, MORT

MORT$1,809 − $43 = $1,766

MBB$443 − $4 = $439

KeptFee

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