SMBS vs DMBS

ASMBS

BDMBS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.03%SMBS · $3 on $10k

Most income5.71%DMBS · $571 on $10k

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

Held in common[…]SMBS and DMBS

SMBS

DMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.5BDoubleline Etf Trust - Mortgage ETF · $690M

[…]3 years · per year[…] · $11,901+6.0%

[…]5 years · per year[…]

0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%

5.27%12-mo yield$527 · $571 on $10k5.71%

−5.2%Worst dropSmaller wins−5.4%

4.7%VolatilityLower wins4.6%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsSMBS · DMBS

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

Held in common[…]

End-of-day Nov 6, 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							5Y/yr
1	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.27%	+0.1%	+0.5%	+1.6%	new	new	−5.2%	$6.5B
2	BDMBS	Doubleline Etf Trust - Mortgage ETFRead Desk		0.39%	5.71%	+0.1%	−0.2%	+0.9%	+6.0%	new	−5.4%	$690M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.27%	+0.1%	+0.5%	+1.6%	new	new	−5.2%	$6.5B
2	BDMBS	Doubleline Etf Trust - Mortgage ETFRead Desk		0.39%	5.71%	+0.1%	−0.2%	+0.9%	+6.0%	new	−5.4%	$690M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMBS vs DMBS

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

DMBS

Doubleline Etf Trust - Mortgage

[…]

MeasureSMBSDMBS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield5.27%5.71%

5 years, per year[…][…]

3 years, per year[…]+6.0%

Worst drop · 1Y−5.2%−5.4%

Volatility · 1Y4.7%4.6%

2–2measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMBS, DMBS

Today

[…]holdings […]

SMBSDMBS

SMBS—[…]

DMBS[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$532most kept, DMBS

DMBS$571 − $39 = $532

SMBS$527 − $3 = $524

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee