VMBS vs DMBS

AVMBS

BDMBS

Measures won3–2VMBS wins · of 6 · 5Y

$10,000 · 5Y$10,259VMBS

Lowest cost0.03%VMBS · $3 on $10k

Most income5.71%DMBS · $572 on $10k

Smallest drop−5.1%VMBS · worst fall in 1Y

Held in common[…]VMBS and DMBS

VMBS

DMBS

Vanguard Mortgage-Backed Securities ETF · $15.5BDoubleline Etf Trust - Mortgage ETF · $685M

+6.6%3 years · per year$12,128 · $12,030+6.4%

+0.5%5 years · per year$10,259 · […][…]

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

4.31%12-mo yield$431 · $572 on $10k5.71%

−5.1%Worst dropSmaller wins−5.4%

4.7%VolatilityLower wins4.6%

3–2VMBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVMBS · DMBS

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	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.31%	+0.2%	+0.4%	+1.2%	+6.6%	+0.5%	−5.1%	$15.5B
2	BDMBS	Doubleline Etf Trust - Mortgage ETFRead Desk		0.39%	5.71%	0.0%	−0.3%	+0.5%	+6.4%	new	−5.4%	$685M

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	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.31%	+0.2%	+0.4%	+1.2%	+6.6%	+0.5%	−5.1%	$15.5B
2	BDMBS	Doubleline Etf Trust - Mortgage ETFRead Desk		0.39%	5.71%	0.0%	−0.3%	+0.5%	+6.4%	new	−5.4%	$685M

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

VMBS vs DMBS

VMBS

Vanguard Mortgage-Backed Securities

$10,259

DMBS

Doubleline Etf Trust - Mortgage

[…]

MeasureVMBSDMBS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield4.31%5.71%

5 years, per year+0.5%[…]

3 years, per year+6.6%+6.4%

Worst drop · 1Y−5.1%−5.4%

Volatility · 1Y4.7%4.6%

3–2measures won
VMBS 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: VMBS, DMBS

Today

[…]holdings […]

VMBSDMBS

VMBS—[…]

DMBS[…]—

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

Income After Fees on $10,000

$533most kept, DMBS

DMBS$572 − $39 = $533

VMBS$431 − $3 = $428

KeptFee

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