VMBS vs MBB

AVMBS

BMBB

Measures won5–1VMBS wins · of 6 · 5Y

$10,000 · 5Y$10,209VMBS · MBB $10,109

Lowest cost0.03%VMBS · $3 on $10k

Most income4.45%MBB · $445 on $10k

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

Held in common[…]VMBS and MBB

VMBS

MBB

Vanguard Mortgage-Backed Securities ETF · $15.5BiShares MBS ETF · $35.7B

+6.4%3 years · per year$12,033 · $11,979+6.2%

+0.4%5 years · per year$10,209 · $10,109+0.2%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

4.33%12-mo yield$433 · $445 on $10k4.45%

−5.1%Worst dropSmaller wins−5.4%

4.7%VolatilityLower wins4.9%

5–1VMBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVMBS · MBB

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

Held in common[…]

End-of-day Nov 3, 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%	4.33%	−0.2%	−0.2%	+0.7%	+6.4%	+0.4%	−5.1%	$15.5B
2	BMBB	iShares MBS ETFRead Desk		0.04%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B

End-of-day Nov 3, 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%	4.33%	−0.2%	−0.2%	+0.7%	+6.4%	+0.4%	−5.1%	$15.5B
2	BMBB	iShares MBS ETFRead Desk		0.04%	4.45%	−0.2%	−0.3%	+0.4%	+6.2%	+0.2%	−5.4%	$35.7B

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

Cards for this view

VMBS vs MBB

VMBS

Vanguard Mortgage-Backed Securities

$10,209

MBB

iShares MBS

$10,109

MeasureVMBSMBB

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield4.33%4.45%

5 years, per year+0.4%+0.2%

3 years, per year+6.4%+6.2%

Worst drop · 1Y−5.1%−5.4%

Volatility · 1Y4.7%4.9%

5–1measures won
VMBS first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VMBS, MBB

Today

[…]holdings […]

VMBSMBB

VMBS—[…]

MBB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$441most kept, MBB

MBB$445 − $4 = $441

VMBS$433 − $3 = $430

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee