FSEC vs SPMB

AFSEC

BSPMB

Measures won5–1FSEC wins · of 6 · 5Y

$10,000 · 5Y$10,207FSEC · SPMB $10,102

Lowest cost0.03%BND · $3 on $10k

Most income4.55%FSEC · $455 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]FSEC and SPMB

FSEC

SPMB

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5BState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

+6.9%3 years · per year$12,199 · $12,050+6.4%

+0.4%5 years · per year$10,207 · $10,102+0.2%

0.36%Expense ratio$36 · $4 on $10k · lower wins0.04%

4.55%12-mo yield$455 · $426 on $10k4.26%

−5.0%Worst dropSmaller wins−5.6%

4.6%VolatilityLower wins4.7%

5–1FSEC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSEC · SPMB

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.55%	+0.4%	+0.1%	+1.0%	+6.9%	+0.4%	−5.0%	$4.5B
2	BSPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.26%	+0.4%	−0.1%	+0.7%	+6.4%	+0.2%	−5.6%	$7.0B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.55%	+0.4%	+0.1%	+1.0%	+6.9%	+0.4%	−5.0%	$4.5B
2	BSPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.26%	+0.4%	−0.1%	+0.7%	+6.4%	+0.2%	−5.6%	$7.0B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSEC vs SPMB

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,207

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,103

MeasureFSECSPMB

Fee0.36%0.04%

Cost on $10k a year$36$4

Yield4.55%4.26%

5 years, per year+0.4%+0.2%

3 years, per year+6.9%+6.4%

Worst drop · 1Y−5.0%−5.6%

Volatility · 1Y4.6%4.7%

5–1measures won
FSEC first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FSEC, SPMB, BND

Today

[…]holdings […]

FSECSPMBBND

FSEC—[…][…]

SPMB[…]—[…]

BND[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$422most kept, SPMB

SPMB$426 − $4 = $422

FSEC$455 − $36 = $419

BND$413 − $3 = $410

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee