MORT vs VMBS

AMORT

BVMBS

Measures won1–5VMBS wins · of 6 · 5Y

$10,000 · 5Y$10,259VMBS · MORT $7,414

Lowest cost0.03%VMBS · $3 on $10k

Most income18.39%MORT · $1,839 on $10k

Smallest drop−5.1%VMBS · worst fall in 1Y

Held in common[…]MORT and VMBS

MORT

VMBS

VanEck Mortgage REIT Income ETF · $324MVanguard Mortgage-Backed Securities ETF · $15.5B

+4.8%3 years · per year$11,494 · $12,128+6.6%

−5.8%5 years · per year$7,414 · $10,259+0.5%

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

18.39%12-mo yield$1,839 · $431 on $10k4.31%

−26.9%Worst dropSmaller wins−5.1%

18.8%VolatilityLower wins4.7%

1–5VMBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMORT · VMBS

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

Held in common[…]

End-of-day Nov 5, 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	BVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.31%	+0.2%	+0.4%	+1.2%	+6.6%	+0.5%	−5.1%	$15.5B
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.39%	−1.6%	−17.1%	−14.0%	+4.8%	−5.8%	−26.9%	$324M

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

Both

5Y2 funds

#			Trend
1	BVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.31%	+0.2%	+0.4%	+1.2%	+6.6%	+0.5%	−5.1%	$15.5B
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.39%	−1.6%	−17.1%	−14.0%	+4.8%	−5.8%	−26.9%	$324M

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

Cards for this view

MORT vs VMBS

MORT

VanEck Mortgage REIT Income

$7,414

VMBS

Vanguard Mortgage-Backed Securities

$10,259

MeasureMORTVMBS

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield18.39%4.31%

5 years, per year−5.8%+0.5%

3 years, per year+4.8%+6.6%

Worst drop · 1Y−26.9%−5.1%

Volatility · 1Y18.8%4.7%

5–1measures won
VMBS first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MORT, VMBS

Today

[…]holdings […]

MORTVMBS

MORT—[…]

VMBS[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,796most kept, MORT

MORT$1,839 − $43 = $1,796

VMBS$431 − $3 = $428

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee