If You Invested in Schwab Mortgage-Backed Securities ETF (SMBS)
Looking for the current price? See the SMBS quote & overviewWhat $1,000 or $10,000 in SMBS Would Be Worth Now
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Nov 19, 2024 |
|---|---|---|---|---|
| $1,000 | $958 -4% | — | — | $981 -2% |
| $10,000 | $9,579 -4% | — | — | $9,813 -2% |
Based on real historical closing prices adjusted for stock splits, without dividends, through 2026-10-30. Figures with dividends reinvest each cash dividend at the previous close less the dividend, before taxes. Past performance does not guarantee future results.
Custom Calculation
Choose your own date and amount for SMBS$1,000 Investment Over Time
SMBS vs S&P 500Year-by-Year Returns
SMBS annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2024Nov 19, 2024 to Dec 31, 2024 | $25.07 | $24.93 | -0.6% | -0.6% |
| 2025 | $24.93 | $25.68 | +3.0% | +2.4% |
| 2026Dec 31, 2025 to Oct 30, 2026 | $25.68 | $24.60 | -4.2% | -1.9% |
About Schwab Mortgage-Backed Securities ETF
NYSE
Frequently Asked Questions
Schwab Mortgage-Backed Securities ETF investment returns
How much would $1,000 invested in Schwab Mortgage-Backed Securities ETF be worth today?
If you invested $1,000 in Schwab Mortgage-Backed Securities ETF (SMBS) 1 year ago on 2025-11-03, your investment would be worth $958 as of 2026-10-30, a -4.2% price return without dividends, growing at a compounded rate of -4.3% per year (CAGR).
Has Schwab Mortgage-Backed Securities ETF outperformed the S&P 500?
Comparison data requires at least 10 years of trading history. Use the calculator above to compare SMBS performance over available time periods.
What is Schwab Mortgage-Backed Securities ETF's average annual return?
The compound annual growth rate (CAGR) of SMBS’s share price over the past 1 year is -4.3%, without dividends. Individual years vary a great deal, and SMBS’s best recent full year was 2025 (+3.0%) while the worst was 2025 (+3.0%).
For informational and educational purposes only, not investment advice.
