Compare · 3 funds side by side · dividends reinvested

SPMB, REM and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

SPMB, REM and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.5

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%$7.0B1.8

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.52%−18.0%−15.1%+3.6%−6.2%−26.3%19.0%$434M2.8

Rank among the three1st → 3rdFee, 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: SPMB 2009 · REM 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SPMB

REM

iShares Mortgage Real Estate ETF · $434M$7,245

$10,000 five years ago, dividends reinvested

SPMBMeasureREM

+0.1%Year to dateJan 1 → Nov 6−18.0%

+1.0%1 yearTotal return−15.1%

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

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

0.04%Expense ratio$4 · $48 a year on $10k · lower is better0.48%

4.25%Trailing 12-mo yield$425 · $1,152 a year on $10k11.52%

−5.6%Worst dropSmaller is better−26.3%

4.7%VolatilityLower is calmer19.0%

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

7–1SPMB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPMB vs REM: Top 5 Holdings

Today

SPMB

[…]in top 5

REM

in top 556.0%

SPMBStockREM

not top 5NLY23.1%

not top 5AGNC15.9%

not top 5STWD7.0%

not top 5RITM5.2%

not top 5EFC4.7%

Held in common[…]

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

SPMB vs REM Returns, Every Period

SPDRSPMB

+0.3%

5 years, per year

REMiShares

−6.2%

5 years, per year

SPMBREMFaded: behind in that period

4–0SPMB wins

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

SPMB vs REM

YTD

SPDRSPMB

+0.1%

REMiShares

−18.0%

+0.1%Year to date−18.0%

−5.6%Worst drop · 1Y−26.3%

4.7%Volatility · 1Y19.0%

4.3%Yield11.5%

$7.0BAssets$434M

3–1SPMB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPMB, REM, SGOV

Today

0.04%lowest, SPMB

FundExpense ratioFee$10k

SPMB0.04%$4

SGOV0.09%$9

REM0.48%$48

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

Yields: SPMB, REM, SGOV

11.52%highest, REM

FundTrailing yieldYield$10k

REM11.52%$1,152

SPMB4.25%$425

SGOV3.63%$363

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

SGOV$363 − $9 = $354

KeptFee

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

Overlap: SPMB, REM, SGOV

Today

[…]holdings […]

SPMBREMSGOV

SPMB—[…][…]

REM[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

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

REMSGOV

−18.0%Year to date+3.2%

11.5%Yield3.6%

−15.1%Past year+3.8%

0.48%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026