MTBA vs SMBS

AMTBA

BSMBS

Measures won3–1MTBA wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.03%SMBS · $3 on $10k

Most income6.07%MTBA · $607 on $10k

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

Held in common0.0%MTBA and SMBS

MTBA

SMBS

Simplify MBS ETF · $900MSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%

6.07%12-mo yield$607 · $528 on $10k5.28%

−4.6%Worst dropSmaller wins−5.2%

3.7%VolatilityLower wins4.7%

3–1MTBA wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsMTBA · SMBS

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

Held in common0.0%

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						3Y/yr	5Y/yr
1	AMTBA	Simplify MBS ETFRead Desk		0.28%	6.07%	+0.1%	−0.5%	+0.5%	new	new	−4.6%	$900M
2	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.28%	+0.3%	+0.4%	+1.1%	new	new	−5.2%	$6.4B

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						3Y/yr	5Y/yr
1	AMTBA	Simplify MBS ETFRead Desk		0.28%	6.07%	+0.1%	−0.5%	+0.5%	new	new	−4.6%	$900M
2	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.28%	+0.3%	+0.4%	+1.1%	new	new	−5.2%	$6.4B

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

MTBA vs SMBS

MTBA

Simplify MBS

[…]

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureMTBASMBS

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield6.07%5.28%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−4.6%−5.2%

Volatility · 1Y3.7%4.7%

3–1measures won
MTBA first

0.0%

holdings shared

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: MTBA, SMBS

Today

0.0%most shared, MTBA and SMBS

MTBASMBS

MTBA—0.0%

SMBS0.0%—

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

Income After Fees on $10,000

$579most kept, MTBA

MTBA$607 − $28 = $579

SMBS$528 − $3 = $525

KeptFee

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