PMBS vs MBB

APMBS

BMBB

Measures won1–2MBB wins · of 6 · 5Y

$10,000 · 5Y$10,171MBB

Lowest cost0.04%MBB · $4 on $10k

Most income4.80%PMBS · $480 on $10k

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

Held in common[…]PMBS and MBB

PMBS

MBB

PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund · $1.4BiShares MBS ETF · $35.9B

[…]3 years · per year[…] · $12,072+6.5%

[…]5 years · per year[…] · $10,171+0.3%

0.83%Expense ratio$83 · $4 on $10k · lower wins0.04%

4.80%12-mo yield$480 · $442 on $10k4.42%

−6.7%Worst dropSmaller wins−5.4%

4.9%VolatilityLower wins4.9%

1–2MBB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPMBS · 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	APMBS	PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded FundRead Desk		0.83%	4.80%	+0.3%	−0.4%	+0.5%	new	new	−6.7%	$1.4B

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
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	APMBS	PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded FundRead Desk		0.83%	4.80%	+0.3%	−0.4%	+0.5%	new	new	−6.7%	$1.4B

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

PMBS vs MBB

PMBS

PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

[…]

MBB

iShares MBS

$10,171

MeasurePMBSMBB

Fee0.83%0.04%

Cost on $10k a year$83$4

Yield4.80%4.42%

5 years, per year[…]+0.3%

3 years, per year[…]+6.5%

Worst drop · 1Y−6.7%−5.4%

Volatility · 1Y4.9%4.9%

2–1measures 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: PMBS, MBB

Today

[…]holdings […]

PMBSMBB

PMBS—[…]

MBB[…]—

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

Income After Fees on $10,000

$438most kept, MBB

MBB$442 − $4 = $438

PMBS$480 − $83 = $397

KeptFee

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