MTGP vs MBB

AMTGP

BMBB

Measures won3–2MTGP wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · MBB $10,164

Lowest cost0.03%VOO · $3 on $10k

Most income4.63%MTGP · $463 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 · $36.0B

+5.6%3 years · per year$11,790 · $11,852+5.8%

+0.3%5 years · per year$10,162 · $10,164+0.3%

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

4.63%12-mo yield$463 · $443 on $10k4.43%

−4.7%Worst dropSmaller wins−5.4%

4.3%VolatilityLower wins4.9%

3–2MTGP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMTGP · MBB

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

Held in common[…]

End-of-day Nov 9, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BMBB	iShares MBS ETFRead Desk	0.04%	4.43%	0.0%	+0.3%	+0.9%	+5.8%	+0.3%	−5.4%	$36.0B
3	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk	0.45%	4.63%	0.0%	+0.4%	+1.0%	+5.6%	+0.3%	−4.7%	$73M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BMBB	iShares MBS ETFRead Desk	0.04%	4.43%	0.0%	+0.3%	+0.9%	+5.8%	+0.3%	−5.4%	$36.0B
3	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk	0.45%	4.63%	0.0%	+0.4%	+1.0%	+5.6%	+0.3%	−4.7%	$73M

End-of-day Nov 9, 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

$10,163

MBB

iShares MBS

$10,165

MeasureMTGPMBB

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield4.63%4.43%

5 years, per year+0.3%+0.3%

3 years, per year+5.6%+5.8%

Worst drop · 1Y−4.7%−5.4%

Volatility · 1Y4.3%4.9%

3–2measures won
MTGP first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MTGP, MBB, VOO

Today

[…]holdings […]

MTGPMBBVOO

MTGP—[…][…]

MBB[…]—[…]

VOO[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$439most kept, MBB

MBB$443 − $4 = $439

MTGP$463 − $45 = $418

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee