MTBA vs VMBS

AMTBA

BVMBS

Measures won3–1MTBA wins · of 6 · 5Y

$10,000 · 5Y$10,259VMBS

Lowest cost0.03%VMBS · $3 on $10k

Most income6.07%MTBA · $607 on $10k

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

Held in common[…]MTBA and VMBS

MTBA

VMBS

Simplify MBS ETF · $900MVanguard Mortgage-Backed Securities ETF · $15.5B

[…]3 years · per year[…] · $12,128+6.6%

[…]5 years · per year[…] · $10,259+0.5%

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

6.07%12-mo yield$607 · $431 on $10k4.31%

−4.6%Worst dropSmaller wins−5.1%

3.7%VolatilityLower wins4.7%

3–1MTBA wins

$10,000 · 5 yearsOne scale

Shared top holdingsMTBA · 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	AMTBA	Simplify MBS ETFRead Desk		0.28%	6.07%	+0.1%	−0.5%	+0.5%	new	new	−4.6%	$900M

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	AMTBA	Simplify MBS ETFRead Desk		0.28%	6.07%	+0.1%	−0.5%	+0.5%	new	new	−4.6%	$900M

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 VMBS

MTBA

Simplify MBS

[…]

VMBS

Vanguard Mortgage-Backed Securities

$10,259

MeasureMTBAVMBS

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield6.07%4.31%

5 years, per year[…]+0.5%

3 years, per year[…]+6.6%

Worst drop · 1Y−4.6%−5.1%

Volatility · 1Y3.7%4.7%

3–1measures won
MTBA 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: MTBA, VMBS

Today

[…]holdings […]

MTBAVMBS

MTBA—[…]

VMBS[…]—

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

VMBS$431 − $3 = $428

KeptFee

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