REM vs MBB

AREM

BMBB

Measures won1–5MBB wins · of 6 · 5Y

$10,000 · 5Y$10,109MBB · REM $7,117

Lowest cost0.04%MBB · $4 on $10k

Most income11.61%REM · $1,161 on $10k

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

Held in common[…]REM and MBB

REM

MBB

iShares Mortgage Real Estate ETF · $446MiShares MBS ETF · $35.7B

+5.4%3 years · per year$11,725 · $11,979+6.2%

−6.6%5 years · per year$7,117 · $10,109+0.2%

0.48%Expense ratio$48 · $4 on $10k · lower wins0.04%

11.61%12-mo yield$1,161 · $445 on $10k4.45%

−26.3%Worst dropSmaller wins−5.4%

18.3%VolatilityLower wins4.9%

1–5MBB wins

$10,000 · 5 yearsOne scale

Shared top holdingsREM · MBB

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

Held in common[…]

End-of-day Nov 3, 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%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B
2	AREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.61%	−1.8%	−18.7%	−14.4%	+5.4%	−6.6%	−26.3%	$446M

End-of-day Nov 3, 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%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B
2	AREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.61%	−1.8%	−18.7%	−14.4%	+5.4%	−6.6%	−26.3%	$446M

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

Cards for this view

REM vs MBB

REM

iShares Mortgage Real Estate

$7,117

MBB

iShares MBS

$10,109

MeasureREMMBB

Fee0.48%0.04%

Cost on $10k a year$48$4

Yield11.61%4.45%

5 years, per year−6.6%+0.2%

3 years, per year+5.4%+6.2%

Worst drop · 1Y−26.3%−5.4%

Volatility · 1Y18.3%4.9%

5–1measures won
MBB first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: REM, MBB

Today

[…]holdings […]

REMMBB

REM—[…]

MBB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,113most kept, REM

REM$1,161 − $48 = $1,113

MBB$445 − $4 = $441

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee