EVMO vs SPMB

AEVMO

BSPMB

Measures won3–1EVMO wins · of 6 · 5Y

$10,000 · 5Y$10,159SPMB

Lowest cost0.04%SPMB · $4 on $10k

Most income5.15%EVMO · $515 on $10k

Smallest drop−3.4%EVMO · worst fall in 1Y

Held in common[…]EVMO and SPMB

EVMO

SPMB

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETF · $805MState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

[…]3 years · per year[…] · $11,894+6.0%

[…]5 years · per year[…] · $10,159+0.3%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

5.15%12-mo yield$515 · $425 on $10k4.25%

−3.4%Worst dropSmaller wins−5.6%

3.3%VolatilityLower wins4.7%

3–1EVMO wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVMO · SPMB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk		0.04%	4.25%	−0.1%	+0.1%	+1.0%	+6.0%	+0.3%	−5.6%	$7.0B
2	AEVMO	Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETFRead Desk		0.45%	5.15%	0.0%	+1.0%	+2.1%	new	new	−3.4%	$805M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk		0.04%	4.25%	−0.1%	+0.1%	+1.0%	+6.0%	+0.3%	−5.6%	$7.0B
2	AEVMO	Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities ETFRead Desk		0.45%	5.15%	0.0%	+1.0%	+2.1%	new	new	−3.4%	$805M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EVMO vs SPMB

EVMO

Morgan Stanley ETF Trust - Eaton Vance Mortgage Opportunities

[…]

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,159

MeasureEVMOSPMB

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield5.15%4.25%

5 years, per year[…]+0.3%

3 years, per year[…]+6.0%

Worst drop · 1Y−3.4%−5.6%

Volatility · 1Y3.3%4.7%

3–1measures won
EVMO first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: EVMO, SPMB

Today

[…]holdings […]

EVMOSPMB

EVMO—[…]

SPMB[…]—

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

Income After Fees on $10,000

$470most kept, EVMO

EVMO$515 − $45 = $470

SPMB$425 − $4 = $421

KeptFee

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