SMBS ETF

SMBS ETF
$24.51
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Fund Essentials - as of Aug 31, 2026

Net Assets
$6.5B
Expense Ratio
0.03%
Dividend Yield (Current)
5.23%
Holdings
4,120
Inception Date
Nov 19, 2024
Fund Family
Charles Schwab Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.10%
1 Year+4.16%

Asset Allocation

Stocks: 0.47%
Bonds: 99.52%
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Top Holdings

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TickerNameWeight
S1TT34:BVSsc Government Mm Gvmxx1.49%
G2 5258Ginnie Mae Ii Pool0.44%
-Fhlmc 30Yr Umbs Super0.39%
-Fhlmc 30Yr Umbs Super0.33%
-Fhlmc 30Yr Umbs Super0.28%
Top 10 Concentration: 4.15%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.23%
Frequency
Monthly
Latest Distribution
$0.10
Sep 1, 2026
12M Distributions
12 payments
Total: $1.30

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

SMBS ETF Overview

SMBS ETF (Schwab Mortgage-Backed Securities ETF) is managed by Charles Schwab Asset Management with $6.53B in net assets. SMBS expense ratio is 0.03%, holding 4120 positions across sectors including Financials. Inception date: 2024-11-19.

SMBS performance shows a YTD return of -0.10%. The 1-year return is 4.16%. SMBS dividend yield stands at 5.23%, paid monthly.

SMBS top holdings include Ssc Government Mm Gvmxx (1.5%), Ginnie Mae Ii Pool (0.4%), Fhlmc 30Yr Umbs Super (0.4%), Fhlmc 30Yr Umbs Super (0.3%), Fhlmc 30Yr Umbs Super (0.3%). Go to all SMBS holdings, SMBS sectors, or SMBS dividends.

SMBS can be compared against other funds. Use SMBS overlap to find shared positions, or SMBS vs another fund for a side-by-side view. SMBS alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-1.31%
YTD
-0.10%
1 Year
+4.16%
3 Year
N/A

Top 10 Holdings (4.2% of portfolio)

#TickerNameSectorWeight
1S1TT34:BVSsc Government Mm GvmxxUnknown1.49%
2G2 5258Ginnie Mae Ii PoolFinancials0.44%
3-Fhlmc 30Yr Umbs SuperOther0.39%
4-Fhlmc 30Yr Umbs SuperOther0.33%
5-Fhlmc 30Yr Umbs SuperOther0.28%
6-Fnma 30Yr UmbsOther0.26%
7-Fnma 30Yr UmbsOther0.25%
8-Fhlmc 30Yr UmbsOther0.24%
9-Fhlmc 30Yr Umbs SuperOther0.24%
10-Fhlmc 30Yr Umbs SuperOther0.23%