Compare · 2 funds side by side · dividends reinvested

JMTG and SPMB

JMTGJ.P. Morgan×SPMBSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,102SPMB · best of the two

02 / 04

JMTG and SPMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.37%4.51%+0.2%+0.9%[…][…]−4.8%4.0%$6.8B1.2

State Street SPDR Portfolio Mortgage Backed Bond ETFBonds & Cash · Mortgage0.04%4.26%−0.1%+0.7%+6.4%+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 4, 2026 · returns include dividends · since: JMTG 2000 · SPMB 2009

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Mortgage-Backed Securities ETF · $6.8B[…]

JMTG

SPMB

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B$10,102

$10,000 five years ago, dividends reinvested

JMTGMeasureSPMB

+0.2%Year to dateJan 1 → Nov 4−0.1%

+0.9%1 yearTotal return+0.7%

[…]3 years · per year$10,000 became […] · $12,050+6.4%

[…]5 years · per year$10,000 became […] · $10,102+0.2%

0.37%Expense ratio$37 · $4 a year on $10k · lower is better0.04%

4.51%Trailing 12-mo yield$451 · $426 a year on $10k4.26%

−4.8%Worst dropSmaller is better−5.6%

4.0%VolatilityLower is calmer4.7%

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

5–1JMTG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JMTG vs SPMB: Top 5 Holdings

Today

JMTG

[…]in top 5

SPMB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

JMTG vs SPMB Returns, Every Period

J.P. MorganJMTG

+0.9%

past year

SPMBSPDR

+0.7%

past year

JMTGSPMBFaded: behind in that period

2–0JMTG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JMTG vs SPMB

YTD

J.P. MorganJMTG

+0.2%

SPMBSPDR

−0.1%

+0.2%Year to date−0.1%

−4.8%Worst drop · 1Y−5.6%

4.0%Volatility · 1Y4.7%

4.5%Yield4.3%

$6.8BAssets$7.0B

4–0JMTG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMTG, SPMB

Today

0.04%lowest, SPMB

FundExpense ratioFee$10k

SPMB0.04%$4

JMTG0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JMTG, SPMB

4.51%highest, JMTG

FundTrailing yieldYield$10k

JMTG4.51%$451

SPMB4.26%$426

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$422most kept, SPMB

SPMB$426 − $4 = $422

JMTG$451 − $37 = $414

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JMTG, SPMB

Today

[…]holdings […]

JMTGSPMB

JMTG—[…]

SPMB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.9%JMTG, at 4.0% volatility

JMTGWorst drop−4.8%4.0% vol

SPMBWorst drop−5.6%4.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JMTGSPMB

+0.2%Year to date−0.1%

4.5%Yield4.3%

+0.9%Past year+0.7%

0.37%Fee0.04%

3–1JMTG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026