Compare · 2 funds side by side · dividends reinvested

REM and SPMB

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

02 / 04

REM and SPMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$7.0B1.3

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.12%−15.1%−10.8%+6.6%−5.6%−26.3%18.8%$446M1.8

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: REM 2007 · SPMB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares Mortgage Real Estate ETF · $446M$7,496

REM

SPMB

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

$10,000 five years ago, dividends reinvested

REMMeasureSPMB

−15.1%Year to dateJan 1 → Nov 4−0.1%

−10.8%1 yearTotal return+0.7%

+6.6%3 years · per year$10,000 became $12,107 · $12,050+6.4%

−5.6%5 years · per year$10,000 became $7,496 · $10,102+0.2%

0.48%Expense ratio$48 · $4 a year on $10k · lower is better0.04%

11.12%Trailing 12-mo yield$1,112 · $426 a year on $10k4.26%

−26.3%Worst dropSmaller is better−5.6%

18.8%VolatilityLower is calmer4.7%

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

2–6SPMB wins

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

More Ways to See the Pairs

REM vs SPMB: Top 5 Holdings

Today

REM

55.8%in top 5

SPMB

in top 5[…]

REMStockSPMB

22.9%NLYnot top 5

15.8%AGNCnot top 5

7.0%STWDnot top 5

5.2%RITMnot top 5

4.8%EFCnot top 5

Held in common[…]

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

REM vs SPMB Returns, Every Period

iSharesREM

−5.6%

5 years, per year

SPMBSPDR

+0.2%

5 years, per year

REMSPMBFaded: behind in that period

1–3SPMB wins

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

REM vs SPMB

YTD

iSharesREM

−15.1%

SPMBSPDR

−0.1%

−15.1%Year to date−0.1%

−26.3%Worst drop · 1Y−5.6%

18.8%Volatility · 1Y4.7%

11.1%Yield4.3%

$446MAssets$7.0B

3–1SPMB wins

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

Cost, Income and Risk

Fees: REM, SPMB

Today

0.04%lowest, SPMB

FundExpense ratioFee$10k

SPMB0.04%$4

REM0.48%$48

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

Yields: REM, SPMB

11.12%highest, REM

FundTrailing yieldYield$10k

REM11.12%$1,112

SPMB4.26%$426

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

Income After Fees on $10,000

$1,064most kept, REM

REM$1,112 − $48 = $1,064

SPMB$426 − $4 = $422

KeptFee

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

Overlap: REM, SPMB

Today

[…]holdings […]

REMSPMB

REM—[…]

SPMB[…]—

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

Return vs Bumpiness: 2 ETFs

+0.7%SPMB, at 4.7% volatility

SPMBWorst drop−5.6%4.7% vol

REMWorst drop−26.3%18.8% vol

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

Paid More vs Made More

YTD

REMSPMB

−15.1%Year to date−0.1%

11.1%Yield4.3%

−10.8%Past year+0.7%

0.48%Fee0.04%

3–1SPMB 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