SPMB vs FSEC

ASPMB

BFSEC

Measures won1–5FSEC 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[…]SPMB and FSEC

SPMB

FSEC

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0BFIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5B

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

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

0.04%Expense ratio$4 · $36 on $10k · lower wins0.36%

4.26%12-mo yield$426 · $455 on $10k4.55%

−5.6%Worst dropSmaller wins−5.0%

4.7%VolatilityLower wins4.6%

1–5FSEC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPMB · FSEC

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	BFSEC	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	ASPMB	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	BFSEC	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	ASPMB	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

SPMB vs FSEC

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,103

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,207

MeasureSPMBFSEC

Fee0.04%0.36%

Cost on $10k a year$4$36

Yield4.26%4.55%

5 years, per year+0.2%+0.4%

3 years, per year+6.4%+6.9%

Worst drop · 1Y−5.6%−5.0%

Volatility · 1Y4.7%4.6%

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