VMBS vs FSEC

AVMBS

BFSEC

Measures won2–4FSEC wins · of 6 · 5Y

$10,000 · 5Y$10,229VMBS · FSEC $10,207

Lowest cost0.03%VMBS · $3 on $10k

Most income4.55%FSEC · $455 on $10k

Smallest drop−5.0%FSEC · worst fall in 1Y

Held in common[…]VMBS and FSEC

VMBS

FSEC

Vanguard Mortgage-Backed Securities ETF · $15.5BFIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5B

+6.6%3 years · per year$12,129 · $12,199+6.9%

+0.5%5 years · per year$10,229 · $10,207+0.4%

0.03%Expense ratio$3 · $36 on $10k · lower wins0.36%

4.32%12-mo yield$432 · $455 on $10k4.55%

−5.1%Worst dropSmaller wins−5.0%

4.7%VolatilityLower wins4.6%

2–4FSEC wins

$10,000 · 5 yearsOne scale

Shared top holdingsVMBS · FSEC

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	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.32%	+0.4%	+0.2%	+1.1%	+6.6%	+0.5%	−5.1%	$15.5B
2	BFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk		0.36%	4.55%	+0.4%	+0.1%	+1.0%	+6.9%	+0.4%	−5.0%	$4.5B

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	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.32%	+0.4%	+0.2%	+1.1%	+6.6%	+0.5%	−5.1%	$15.5B
2	BFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk		0.36%	4.55%	+0.4%	+0.1%	+1.0%	+6.9%	+0.4%	−5.0%	$4.5B

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

VMBS vs FSEC

VMBS

Vanguard Mortgage-Backed Securities

$10,229

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,207

MeasureVMBSFSEC

Fee0.03%0.36%

Cost on $10k a year$3$36

Yield4.32%4.55%

5 years, per year+0.5%+0.4%

3 years, per year+6.6%+6.9%

Worst drop · 1Y−5.1%−5.0%

Volatility · 1Y4.7%4.6%

4–2measures won
FSEC 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VMBS, FSEC

Today

[…]holdings […]

VMBSFSEC

VMBS—[…]

FSEC[…]—

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

Income After Fees on $10,000

$429most kept, VMBS

VMBS$432 − $3 = $429

FSEC$455 − $36 = $419

KeptFee

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