Compare · 2 funds side by side · dividends reinvested

SPMB and MBBA

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,145SPMB · best of the two

02 / 03

SPMB and MBBA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio Mortgage Backed Bond ETFBonds & Cash · Mortgage0.04%4.25%+0.2%+0.9%+6.5%+0.3%−5.6%4.7%$7.0B1.0

iShares Mortgage-Backed Securities Active ETFBonds & Cash · Mortgage0.26%3.59%[…][…][…][…][…][…]$769M2.0

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: SPMB 2009 · MBBA 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Mortgage-Backed Securities Active ETF · $769M[…]

MBBA

SPMB

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B$10,145

$10,000 five years ago, dividends reinvested

MBBAMeasureSPMB

[…]Year to dateJan 1 → Nov 5+0.2%

[…]1 yearTotal return+0.9%

[…]3 years · per year$10,000 became […] · $12,070+6.5%

[…]5 years · per year$10,000 became […] · $10,145+0.3%

0.26%Expense ratio$26 · $4 a year on $10k · lower is better0.04%

3.59%Trailing 12-mo yield$359 · $425 a year on $10k4.25%

[…]Worst dropSmaller is better−5.6%

[…]VolatilityLower is calmer4.7%

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

0–2SPMB wins

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

More Ways to See the Pairs

MBBA vs SPMB: Top 5 Holdings

Today

MBBA

[…]in top 5

SPMB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MBBA vs SPMB Returns, Every Period

iSharesMBBA

[…]

past year

SPMBSPDR

+0.9%

past year

Returns […]

MBBASPMBFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MBBA vs SPMB

YTD

iSharesMBBA

[…]

SPMBSPDR

+0.2%

[…]Year to date+0.2%

[…]Worst drop · 1Y−5.6%

[…]Volatility · 1Y4.7%

3.6%Yield4.2%

$769MAssets$7.0B

1–0SPMB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPMB, MBBA

Today

0.04%lowest, SPMB

FundExpense ratioFee$10k

SPMB0.04%$4

MBBA0.26%$26

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPMB, MBBA

4.25%highest, SPMB

FundTrailing yieldYield$10k

SPMB4.25%$425

MBBA3.59%$359

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$421most kept, SPMB

SPMB$425 − $4 = $421

MBBA$359 − $26 = $333

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPMB, MBBA

Today

[…]holdings […]

SPMBMBBA

SPMB—[…]

MBBA[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.9%SPMB, at 4.7% volatility

SPMBWorst drop−5.6%4.7% vol

MBBAWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026