SMBS vs ASEC

ASMBS

BASEC

Measures won2–0SMBS wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.03%SMBS · $3 on $10k

Most income5.28%SMBS · $528 on $10k

Smallest drop−5.2%SMBS · worst fall in 1Y

Held in common[…]SMBS and ASEC

SMBS

ASEC

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4BAmerican Century Securitized Credit ETF · $20M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

5.28%12-mo yield$528 · $227 on $10k2.27%

−5.2%Worst dropSmaller wins[…]

4.7%VolatilityLower wins[…]

2–0SMBS wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSMBS · ASEC

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						3Y/yr	5Y/yr
1	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.28%	+0.3%	+0.4%	+1.1%	new	new	−5.2%	$6.4B
2	BASEC	American Century Securitized Credit ETFRead Desk		0.29%	2.27%	−0.5%	new	new	new	new	[…]	$20M

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						3Y/yr	5Y/yr
1	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.28%	+0.3%	+0.4%	+1.1%	new	new	−5.2%	$6.4B
2	BASEC	American Century Securitized Credit ETFRead Desk		0.29%	2.27%	−0.5%	new	new	new	new	[…]	$20M

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

SMBS vs ASEC

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

ASEC

American Century Securitized Credit

[…]

MeasureSMBSASEC

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield5.28%2.27%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−5.2%[…]

Volatility · 1Y4.7%[…]

2–0measures won
SMBS 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: SMBS, ASEC

Today

[…]holdings […]

SMBSASEC

SMBS—[…]

ASEC[…]—

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

Income After Fees on $10,000

$525most kept, SMBS

SMBS$528 − $3 = $525

ASEC$227 − $29 = $198

KeptFee

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