MTGP vs MBB

AMTGP

BMBB

Measures won3–2MTGP wins · of 6 · 5Y

$10,000 · 5Y$10,146MTGP · MBB $10,143

Lowest cost0.04%MBB · $4 on $10k

Most income4.65%MTGP · $465 on $10k

Smallest drop−4.7%MTGP · worst fall in 1Y

Held in common[…]MTGP and MBB

MTGP

MBB

WisdomTree Mortgage Plus Bond Fund · $73MiShares MBS ETF · $35.9B

+6.1%3 years · per year$11,941 · $12,077+6.5%

+0.3%5 years · per year$10,146 · $10,143+0.3%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

4.65%12-mo yield$465 · $443 on $10k4.43%

−4.7%Worst dropSmaller wins−5.4%

4.3%VolatilityLower wins4.9%

3–2MTGP wins

$10,000 · 5 yearsOne scale

Shared top holdingsMTGP · MBB

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

Held in common[…]

End-of-day Nov 4, 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	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk		0.45%	4.65%	+0.3%	0.0%	+0.8%	+6.1%	+0.3%	−4.7%	$73M
2	BMBB	iShares MBS ETFRead Desk		0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk		0.45%	4.65%	+0.3%	0.0%	+0.8%	+6.1%	+0.3%	−4.7%	$73M
2	BMBB	iShares MBS ETFRead Desk		0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MTGP vs MBB

MTGP

WisdomTree Mortgage Plus Bond Fund

$10,146

MBB

iShares MBS

$10,143

MeasureMTGPMBB

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield4.65%4.43%

5 years, per year+0.3%+0.3%

3 years, per year+6.1%+6.5%

Worst drop · 1Y−4.7%−5.4%

Volatility · 1Y4.3%4.9%

3–2measures won
MTGP first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MTGP, MBB

Today

[…]holdings […]

MTGPMBB

MTGP—[…]

MBB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$439most kept, MBB

MBB$443 − $4 = $439

MTGP$465 − $45 = $420

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee