MVRL vs MBB

AMVRL

BMBB

Measures won1–5MBB wins · of 6 · 5Y

$10,000 · 5Y$10,171MBB · MVRL $4,806

Lowest cost0.04%MBB · $4 on $10k

Most income29.86%MVRL · $2,987 on $10k

Smallest drop−5.4%MBB · worst fall in 1Y

Held in common[…]MVRL and MBB

MVRL

MBB

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN · $9MiShares MBS ETF · $35.9B

+2.8%3 years · per year$10,865 · $12,072+6.5%

−13.6%5 years · per year$4,806 · $10,171+0.3%

0.95%Expense ratio$95 · $4 on $10k · lower wins0.04%

29.86%12-mo yield$2,987 · $442 on $10k4.42%

−39.1%Worst dropSmaller wins−5.4%

29.9%VolatilityLower wins4.9%

1–5MBB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVRL · MBB

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	BMBB	iShares MBS ETFRead Desk		0.04%	4.42%	+0.1%	+0.3%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B
2	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk		0.95%	29.86%	−2.2%	−27.3%	−23.3%	+2.8%	−13.6%	−39.1%	$9M

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	BMBB	iShares MBS ETFRead Desk		0.04%	4.42%	+0.1%	+0.3%	+1.0%	+6.5%	+0.3%	−5.4%	$35.9B
2	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk		0.95%	29.86%	−2.2%	−27.3%	−23.3%	+2.8%	−13.6%	−39.1%	$9M

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

MVRL vs MBB

MVRL

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN

$4,806

MBB

iShares MBS

$10,171

MeasureMVRLMBB

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield29.86%4.42%

5 years, per year−13.6%+0.3%

3 years, per year+2.8%+6.5%

Worst drop · 1Y−39.1%−5.4%

Volatility · 1Y29.9%4.9%

5–1measures won
MBB 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: MVRL, MBB

Today

[…]holdings […]

MVRLMBB

MVRL—[…]

MBB[…]—

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

Income After Fees on $10,000

$2,892most kept, MVRL

MVRL$2,987 − $95 = $2,892

MBB$442 − $4 = $438

KeptFee

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