MORT vs SMBS

AMORT

BSMBS

Measures won1–3SMBS wins · of 6 · 5Y

$10,000 · 5Y$9,803BND · MORT $6,819

Lowest cost0.03%SMBS · $3 on $10k

Most income19.90%MORT · $1,990 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.0%MORT and SMBS

VanEck Mortgage REIT Income ETF · $297MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B

−0.5%3 years · per year$9,849 · […][…]

−7.4%5 years · per year$6,819 · […][…]

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

19.90%12-mo yield$1,990 · $537 on $10k5.37%

Cards for this view

MORT

VanEck Mortgage REIT Income

$6,819

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureMORTSMBS

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield19.90%5.37%

5 years, per year−7.4%[…]

3 years, per year−0.5%[…]

Worst drop · 1Y−29.5%−5.2%

Volatility · 1Y19.2%4.8%

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	19.90%	−3.1%	−23.4%	−21.2%	−0.5%	−7.4%	−29.5%	$297M
3	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.37%	−0.7%	−1.3%	−0.9%	new	new	−5.2%	$6.4B

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	19.90%	−3.1%	−23.4%	−21.2%	−0.5%	−7.4%	−29.5%	$297M
3	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.37%	−0.7%	−1.3%	−0.9%	new	new	−5.2%	$6.4B

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