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$10,159SPMB · 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%4.25%+0.1%+1.0%+6.0%+0.3%−5.6%4.7%$7.0B1.1

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.52%−18.0%−15.1%+3.6%−6.2%−26.3%19.0%$442M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 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 · $442M$7,245

REM

SPMB

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B$10,159

$10,000 five years ago, dividends reinvested

REMMeasureSPMB

−18.0%Year to dateJan 1 → Nov 6+0.1%

−15.1%1 yearTotal return+1.0%

+3.6%3 years · per year$10,000 became $11,111 · $11,894+6.0%

−6.2%5 years · per year$10,000 became $7,245 · $10,159+0.3%

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

11.52%Trailing 12-mo yield$1,152 · $425 a year on $10k4.25%

−26.3%Worst dropSmaller is better−5.6%

19.0%VolatilityLower is calmer4.7%

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

1–7SPMB wins

End-of-day Nov 6, 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

56.0%in top 5

SPMB

in top 5[…]

REMStockSPMB

23.1%NLYnot top 5

15.9%AGNCnot top 5

7.0%STWDnot top 5

5.2%RITMnot top 5

4.7%EFCnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

REM vs SPMB Returns, Every Period

iSharesREM

−6.2%

5 years, per year

SPMBSPDR

+0.3%

5 years, per year

REMSPMBFaded: behind in that period

0–4SPMB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

REM vs SPMB

YTD

iSharesREM

−18.0%

SPMBSPDR

+0.1%

−18.0%Year to date+0.1%

−26.3%Worst drop · 1Y−5.6%

19.0%Volatility · 1Y4.7%

11.5%Yield4.3%

$442MAssets$7.0B

3–1SPMB wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: REM, SPMB

11.52%highest, REM

FundTrailing yieldYield$10k

REM11.52%$1,152

SPMB4.25%$425

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,104most kept, REM

REM$1,152 − $48 = $1,104

SPMB$425 − $4 = $421

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: REM, SPMB

Today

[…]holdings […]

REMSPMB

REM—[…]

SPMB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.0%SPMB, at 4.7% volatility

SPMBWorst drop−5.6%4.7% vol

REMWorst drop−26.3%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

REMSPMB

−18.0%Year to date+0.1%

11.5%Yield4.3%

−15.1%Past year+1.0%

0.48%Fee0.04%

3–1SPMB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026