MTBA vs MBB

AMTBA

BMBB

Measures won3–1MTBA wins · of 6 · 5Y

$10,000 · 5Y$10,109MBB · AGG $9,930

Lowest cost0.03%AGG · $3 on $10k

Most income6.10%MTBA · $610 on $10k

Smallest drop−4.6%MTBA · worst fall in 1Y

Held in common[…]MTBA and MBB

MTBA

MBB

Simplify MBS ETF · $905MiShares MBS ETF · $35.7B

[…]3 years · per year[…] · $11,979+6.2%

[…]5 years · per year[…] · $10,109+0.2%

0.28%Expense ratio$28 · $4 on $10k · lower wins0.04%

6.10%12-mo yield$610 · $445 on $10k4.45%

−4.6%Worst dropSmaller wins−5.4%

3.7%VolatilityLower wins4.9%

3–1MTBA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMTBA · MBB

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

Held in common[…]

End-of-day Nov 3, 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	BMBB	iShares MBS ETFRead Desk	0.04%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	AMTBA	Simplify MBS ETFRead Desk	0.28%	6.10%	0.0%	−1.0%	+0.1%	new	new	−4.6%	$905M

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

All Three

5Y3 funds

#
1	BMBB	iShares MBS ETFRead Desk	0.04%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	AMTBA	Simplify MBS ETFRead Desk	0.28%	6.10%	0.0%	−1.0%	+0.1%	new	new	−4.6%	$905M

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

Cards for this view

MTBA vs MBB

MTBA

Simplify MBS

[…]

MBB

iShares MBS

$10,109

MeasureMTBAMBB

Fee0.28%0.04%

Cost on $10k a year$28$4

Yield6.10%4.45%

5 years, per year[…]+0.2%

3 years, per year[…]+6.2%

Worst drop · 1Y−4.6%−5.4%

Volatility · 1Y3.7%4.9%

3–1measures won
MTBA first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: MTBA, MBB, AGG

Today

[…]holdings […]

MTBAMBBAGG

MTBA—[…][…]

MBB[…]—[…]

AGG[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$582most kept, MTBA

MTBA$610 − $28 = $582

MBB$445 − $4 = $441

AGG$415 − $3 = $412

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee