Compare · 2 funds side by side · dividends reinvested

MORT and SPY

MORTVanEck×SPYSPDR×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $7,923 · 2022SPY$17,099MORT$7,414Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two
02 / 04

MORT and SPY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.1
VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.39%−17.1%−14.0%+4.8%−5.8%−26.9%18.8%$319M1.9
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: MORT 2011 · SPY 1993
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Head to Head

5Y
VanEck Mortgage REIT Income ETF · $319M$7,414
MORT
SPY
State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MORTMeasureSPY
−17.1%Year to dateJan 1 → Nov 5+8.3%
−14.0%1 yearTotal return+9.7%
+4.8%3 years · per year$10,000 became $11,494 · $18,174+22.0%
−5.8%5 years · per year$10,000 became $7,414 · $17,099+11.3%
0.43%Expense ratio$43 · $9 a year on $10k · lower is better0.09%
18.39%Trailing 12-mo yield$1,839 · $103 a year on $10k1.03%
−26.9%Worst dropSmaller is better−8.9%
18.8%VolatilityLower is calmer13.6%
MORTSPY Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7SPY wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

MORT vs SPY: Top 5 Holdings

Today
MORT
52.4%in top 5
SPY
in top 527.7%
MORTStockSPY
18.9%NLYnot top 5
15.0%AGNCnot top 5
not top 5AAPL7.7%
not top 5NVDA7.3%
6.8%RITMnot top 5
6.4%STWDnot top 5
not top 5MSFT6.2%
5.2%DXnot top 5
not top 5AMZN3.9%
not top 5GOOGL2.6%
Held in common0.0%
End-of-day Nov 5, 2026 · share of each fund
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MORT vs SPY Returns, Every Period

5Y
VanEckMORT
−5.8%
5 years, per year
SPYSPDR
+11.3%
5 years, per year
−20%−10%0%+10%+20%+30%−17.1%+8.3%YTD−14.0%+9.7%1 year+4.8%+22.0%3 yrs · yr−5.8%+11.3%5 yrs · yr
MORTSPYFaded: behind in that period
0–4SPY wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Bonds vs Core: MORT vs SPY

YTD
VanEckMORT
−17.1%
SPYSPDR
+8.3%
Jan 1Nov 5−17.1%+8.3%
−17.1%Year to date+8.3%
−26.9%Worst drop · 1Y−8.9%
18.8%Volatility · 1Y13.6%
18.4%Yield1.0%
$319MAssets$819B
3–1SPY wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: MORT, SPY

Today
0.09%lowest, SPY
FundExpense ratioFee$10k
SPY0.09%$9
MORT0.43%$43
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: MORT, SPY

1Y
18.39%highest, MORT
FundTrailing yieldYield$10k
MORT18.39%$1,839
SPY1.03%$103
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$1,796most kept, MORT
MORT$1,839 − $43 = $1,796
SPY$103 − $9 = $94
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: MORT, SPY

Today
0.0%most shared, MORT and SPY
MORTSPY
MORT—0.0%
SPY0.0%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+9.7%SPY, at 13.6% volatility
−20%−10%0%+10%+20%10%15%20%25%Volatility · 1 year → bumpierSPY +9.7%MORT −14.0%
SPYWorst drop−8.9%13.6% vol
MORTWorst drop−26.9%18.8% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
MORTSPY
Jan 1Nov 5−17.1%+8.3%
−17.1%Year to date+8.3%
18.4%Yield1.0%
−14.0%Past year+9.7%
0.43%Fee0.09%
3–1SPY wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.6BAssets$46.8B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com