Compare · 2 funds side by side · dividends reinvested

MBBA and SPMB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,089SPMB · best of the two

02 / 03

MBBA and SPMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio Mortgage Backed Bond ETFBonds & Cash · Mortgage0.04%4.27%−0.5%+0.2%+6.1%+0.2%−5.6%4.7%$7.0B1.0

iShares Mortgage-Backed Securities Active ETFBonds & Cash · Mortgage0.26%3.62%[…][…][…][…][…][…]$765M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MBBA 1998 · SPMB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares Mortgage-Backed Securities Active ETF · $765M[…]

MBBA

SPMB

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B$10,023

$10,000 one year ago, dividends reinvested

MBBAMeasureSPMB

[…]Year to dateJan 1 → Nov 3−0.5%

[…]1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $11,959+6.1%

[…]5 years · per year$10,000 became […] · $10,089+0.2%

0.26%Expense ratio$26 · $4 a year on $10k · lower is better0.04%

3.62%Trailing 12-mo yield$362 · $427 a year on $10k4.27%

[…]Worst dropSmaller is better−5.6%

[…]VolatilityLower is calmer4.7%

MBBASPMB Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2SPMB wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MBBA vs SPMB: Top 5 Holdings

Today

MBBA

[…]in top 5

SPMB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

MBBA vs SPMB Returns, Every Period

iSharesMBBA

[…]

past year

SPMBSPDR

+0.2%

past year

Returns […]

MBBASPMBFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MBBA vs SPMB

YTD

iSharesMBBA

[…]

SPMBSPDR

−0.5%

[…]Year to date−0.5%

[…]Worst drop · 1Y−5.6%

[…]Volatility · 1Y4.7%

3.6%Yield4.3%

$765MAssets$7.0B

1–0SPMB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBBA, SPMB

Today

0.04%lowest, SPMB

FundExpense ratioFee$10k

SPMB0.04%$4

MBBA0.26%$26

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MBBA, SPMB

4.27%highest, SPMB

FundTrailing yieldYield$10k

SPMB4.27%$427

MBBA3.62%$362

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$423most kept, SPMB

SPMB$427 − $4 = $423

MBBA$362 − $26 = $336

KeptFee

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

Overlap: MBBA, SPMB

Today

[…]holdings […]

MBBASPMB

MBBA—[…]

SPMB[…]—

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

Return vs Bumpiness: 2 ETFs

+0.2%SPMB, at 4.7% volatility

SPMBWorst drop−5.6%4.7% vol

MBBAWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

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