MORT vs SMBS

AMORT

BSMBS

Measures won1–3SMBS wins · of 6 · 5Y

$10,000 · 5Y$7,538MORT

Lowest cost0.03%SMBS · $3 on $10k

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

Smallest drop−5.2%SMBS · worst fall in 1Y

Held in common0.0%MORT and SMBS

MORT

SMBS

VanEck Mortgage REIT Income ETF · $324MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B

+6.2%3 years · per year$11,988 · […][…]

−5.5%5 years · per year$7,538 · […][…]

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

18.09%12-mo yield$1,809 · $529 on $10k5.29%

−26.9%Worst dropSmaller wins−5.2%

18.7%VolatilityLower wins4.7%

1–3SMBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMORT · SMBS

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

Held in common0.0%

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	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M
2	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	new	new	−5.2%	$6.4B

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	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M
2	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	new	new	−5.2%	$6.4B

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 SMBS

MORT

VanEck Mortgage REIT Income

$7,538

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureMORTSMBS

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield18.09%5.29%

5 years, per year−5.5%[…]

3 years, per year+6.2%[…]

Worst drop · 1Y−26.9%−5.2%

Volatility · 1Y18.7%4.7%

3–1measures won
SMBS first

0.0%

holdings shared

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, SMBS

Today

0.0%most shared, MORT and SMBS

MORTSMBS

MORT—0.0%

SMBS0.0%—

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

SMBS$529 − $3 = $526

KeptFee

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