MORT vs MBB

AMORT

BMBB

Measures won1–5MBB wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · MBB $10,164

Lowest cost0.03%VOO · $3 on $10k

Most income18.51%MORT · $1,851 on $10k

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

Held in common[…]MORT and MBB

MORT

MBB

VanEck Mortgage REIT Income ETF · $315MiShares MBS ETF · $36.0B

+2.4%3 years · per year$10,722 · $11,852+5.8%

−6.2%5 years · per year$7,262 · $10,164+0.3%

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

18.51%12-mo yield$1,851 · $443 on $10k4.43%

−26.9%Worst dropSmaller wins−5.4%

18.9%VolatilityLower wins4.9%

1–5MBB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMORT · MBB

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BMBB	iShares MBS ETFRead Desk	0.04%	4.43%	0.0%	+0.3%	+0.9%	+5.8%	+0.3%	−5.4%	$36.0B
3	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.51%	+1.3%	−17.6%	−13.9%	+2.4%	−6.2%	−26.9%	$315M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BMBB	iShares MBS ETFRead Desk	0.04%	4.43%	0.0%	+0.3%	+0.9%	+5.8%	+0.3%	−5.4%	$36.0B
3	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.51%	+1.3%	−17.6%	−13.9%	+2.4%	−6.2%	−26.9%	$315M

End-of-day Nov 9, 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

$7,263

MBB

iShares MBS

$10,165

MeasureMORTMBB

Fee0.43%0.04%

Cost on $10k a year$43$4

Yield18.51%4.43%

5 years, per year−6.2%+0.3%

3 years, per year+2.4%+5.8%

Worst drop · 1Y−26.9%−5.4%

Volatility · 1Y18.9%4.9%

5–1measures won
MBB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MORT, MBB, VOO

Today

0.0%most shared, MORT and VOO

MORTMBBVOO

MORT—[…]0.0%

MBB[…]—[…]

VOO0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,808most kept, MORT

MORT$1,851 − $43 = $1,808

MBB$443 − $4 = $439

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee