Compare · 2 funds side by side · dividends reinvested

EVMO and SPMB

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

02 / 04

EVMO and SPMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETFBonds & Cash · Mortgage0.45%5.18%+0.6%+1.6%[…][…]−3.4%3.3%$804M1.2

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%$7.0B1.6

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: EVMO 1997 · SPMB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETF · $804M[…]

EVMO

SPMB

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B$10,089

$10,000 five years ago, dividends reinvested

EVMOMeasureSPMB

+0.6%Year to dateJan 1 → Nov 3−0.5%

+1.6%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%

0.45%Expense ratio$45 · $4 a year on $10k · lower is better0.04%

5.18%Trailing 12-mo yield$518 · $427 a year on $10k4.27%

−3.4%Worst dropSmaller is better−5.6%

3.3%VolatilityLower is calmer4.7%

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

5–1EVMO wins

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

More Ways to See the Pairs

EVMO vs SPMB: Top 5 Holdings

Today

EVMO

29.6%in top 5

SPMB

in top 5[…]

EVMOStockSPMB

27.8%FVZ6not top 5

0.9%TUZ6not top 5

0.7%TYZ6not top 5

0.1%USZ6not top 5

Held in common[…]

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

EVMO vs SPMB Returns, Every Period

Eaton VanceEVMO

+1.6%

past year

SPMBSPDR

+0.2%

past year

EVMOSPMBFaded: behind in that period

2–0EVMO wins

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

EVMO vs SPMB

YTD

Eaton VanceEVMO

+0.6%

SPMBSPDR

−0.5%

+0.6%Year to date−0.5%

−3.4%Worst drop · 1Y−5.6%

3.3%Volatility · 1Y4.7%

5.2%Yield4.3%

$804MAssets$7.0B

4–0EVMO wins

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

Cost, Income and Risk

Fees: EVMO, SPMB

Today

0.04%lowest, SPMB

FundExpense ratioFee$10k

SPMB0.04%$4

EVMO0.45%$45

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

Yields: EVMO, SPMB

5.18%highest, EVMO

FundTrailing yieldYield$10k

EVMO5.18%$518

SPMB4.27%$427

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

Income After Fees on $10,000

$473most kept, EVMO

EVMO$518 − $45 = $473

SPMB$427 − $4 = $423

KeptFee

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

Overlap: EVMO, SPMB

Today

[…]holdings […]

EVMOSPMB

EVMO—[…]

SPMB[…]—

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

Return vs Bumpiness: 2 ETFs

+1.6%EVMO, at 3.3% volatility

EVMOWorst drop−3.4%3.3% vol

SPMBWorst drop−5.6%4.7% vol

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

Paid More vs Made More

YTD

EVMOSPMB

+0.6%Year to date−0.5%

5.2%Yield4.3%

+1.6%Past year+0.2%

0.45%Fee0.04%

3–1EVMO wins

End-of-day Nov 3, 2026

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