Compare · 2 funds side by side · dividends reinvested

SPMB and QQQ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,068QQQ · best of the two

02 / 04

SPMB and QQQ, 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%+0.8%+5.8%+0.3%−5.6%4.7%$7.0B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: SPMB 2009 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B$10,149

SPMB

QQQ

Invesco QQQ Trust, Series 1 · $446B$18,068

$10,000 five years ago, dividends reinvested

SPMBMeasureQQQ

+0.2%Year to dateJan 1 → Nov 9+11.0%

+0.8%1 yearTotal return+11.6%

+5.8%3 years · per year$10,000 became $11,852 · $19,011+23.9%

+0.3%5 years · per year$10,000 became $10,149 · $18,068+12.6%

0.04%Expense ratio$4 · $18 a year on $10k · lower is better0.18%

4.25%Trailing 12-mo yield$425 · $46 a year on $10k0.46%

−5.6%Worst dropSmaller is better−14.8%

4.7%VolatilityLower is calmer21.5%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPMB vs QQQ: Top 5 Holdings

Today

SPMB

[…]in top 5

QQQ

in top 531.4%

SPMBStockQQQ

not top 5AAPL8.5%

not top 5NVDA7.7%

not top 5MSFT6.7%

not top 5AMZN4.8%

not top 5MU3.7%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SPMB vs QQQ Returns, Every Period

SPDRSPMB

+0.3%

5 years, per year

QQQInvesco

+12.6%

5 years, per year

SPMBQQQFaded: behind in that period

0–4QQQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: SPMB vs QQQ

YTD

SPDRSPMB

+0.2%

QQQInvesco

+11.0%

+0.2%Year to date+11.0%

−5.6%Worst drop · 1Y−14.8%

4.7%Volatility · 1Y21.5%

4.2%Yield0.5%

$7.0BAssets$446B

3–1SPMB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPMB, QQQ

Today

0.04%lowest, SPMB

FundExpense ratioFee$10k

SPMB0.04%$4

QQQ0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPMB, QQQ

4.25%highest, SPMB

FundTrailing yieldYield$10k

SPMB4.25%$425

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$421most kept, SPMB

SPMB$425 − $4 = $421

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPMB, QQQ

Today

[…]holdings […]

SPMBQQQ

SPMB—[…]

QQQ[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%QQQ, at 21.5% volatility

SPMBWorst drop−5.6%4.7% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPMBQQQ

+0.2%Year to date+11.0%

4.2%Yield0.5%

+0.8%Past year+11.6%

0.04%Fee0.18%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026