SMBS vs VCIT

ASMBS

BVCIT

Measures won1–2VCIT wins · of 6 · 5Y

$10,000 · 5Y$10,469VCIT

Lowest cost0.03%SMBS · $3 on $10k

Most income5.29%SMBS · $529 on $10k

Smallest drop−4.9%VCIT · worst fall in 1Y

Held in common[…]SMBS and VCIT

SMBS

VCIT

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4BVanguard Intermediate-Term Corporate Bond ETF · $66.6B

[…]3 years · per year[…] · $12,336+7.2%

[…]5 years · per year[…] · $10,469+0.9%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

5.29%12-mo yield$529 · $503 on $10k5.03%

−5.2%Worst dropSmaller wins−4.9%

4.7%VolatilityLower wins4.5%

1–2VCIT wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMBS · VCIT

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

Held in common[…]

End-of-day Nov 4, 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	BVCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk		0.03%	5.03%	+0.6%	−0.9%	+0.1%	+7.2%	+0.9%	−4.9%	$66.6B
2	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	new	new	−5.2%	$6.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk		0.03%	5.03%	+0.6%	−0.9%	+0.1%	+7.2%	+0.9%	−4.9%	$66.6B
2	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	new	new	−5.2%	$6.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMBS vs VCIT

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

VCIT

Vanguard Intermediate-Term Corporate Bond

$10,469

MeasureSMBSVCIT

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield5.29%5.03%

5 years, per year[…]+0.9%

3 years, per year[…]+7.2%

Worst drop · 1Y−5.2%−4.9%

Volatility · 1Y4.7%4.5%

2–1measures won
VCIT first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SMBS, VCIT

Today

[…]holdings […]

SMBSVCIT

SMBS—[…]

VCIT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$526most kept, SMBS

SMBS$529 − $3 = $526

VCIT$503 − $3 = $500

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee