Compare · 2 funds side by side · dividends reinvested

MBS and SPMB

MBSAngel Oak×SPMBSPDR×

Versus in desk

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

02 / 04

MBS and SPMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Angel Oak Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.79%5.56%−0.5%+0.5%[…][…]−5.0%3.4%$191M1.3

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%$7.0B1.5

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: MBS 2024 · SPMB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Angel Oak Mortgage-Backed Securities ETF · $191M[…]

MBS

SPMB

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

$10,000 five years ago, dividends reinvested

MBSMeasureSPMB

−0.5%Year to dateJan 1 → Nov 3−0.5%

+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%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

5.56%Trailing 12-mo yield$556 · $427 a year on $10k4.27%

−5.0%Worst dropSmaller is better−5.6%

3.4%VolatilityLower is calmer4.7%

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

4–1MBS wins

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

More Ways to See the Pairs

MBS vs SPMB: Top 5 Holdings

Today

MBS

[…]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

MBS vs SPMB Returns, Every Period

Angel OakMBS

+0.5%

past year

SPMBSPDR

+0.2%

past year

MBSSPMBFaded: behind in that period

1–0MBS wins

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

MBS vs SPMB

YTD

Angel OakMBS

−0.5%

SPMBSPDR

−0.5%

−0.5%Year to date−0.5%

−5.0%Worst drop · 1Y−5.6%

3.4%Volatility · 1Y4.7%

5.6%Yield4.3%

$191MAssets$7.0B

3–0MBS wins

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

Cost, Income and Risk

Fees: MBS, SPMB

Today

0.04%lowest, SPMB

FundExpense ratioFee$10k

SPMB0.04%$4

MBS0.79%$79

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

Yields: MBS, SPMB

5.56%highest, MBS

FundTrailing yieldYield$10k

MBS5.56%$556

SPMB4.27%$427

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

Income After Fees on $10,000

$477most kept, MBS

MBS$556 − $79 = $477

SPMB$427 − $4 = $423

KeptFee

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

Overlap: MBS, SPMB

Today

[…]holdings […]

MBSSPMB

MBS—[…]

SPMB[…]—

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

Return vs Bumpiness: 2 ETFs

+0.5%MBS, at 3.4% volatility

MBSWorst drop−5.0%3.4% 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

MBSSPMB

−0.5%Year to date−0.5%

5.6%Yield4.3%

+0.5%Past year+0.2%

0.79%Fee0.04%

2–1MBS 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