FSEC vs SPMB

AFSEC

BSPMB

Measures won5–1FSEC wins · of 6 · 5Y

$10,000 · 5Y$10,177FSEC · BNDX $10,152

Lowest cost0.04%SPMB · $4 on $10k

Most income4.67%BNDX · $467 on $10k

Smallest drop−3.2%BNDX · 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

+6.6%3 years · per year$12,100 · $11,959+6.1%

+0.4%5 years · per year$10,177 · $10,089+0.2%

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

4.57%12-mo yield$457 · $427 on $10k4.27%

−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 3, 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%	4.57%	−0.2%	−0.3%	+0.4%	+6.6%	+0.4%	−5.0%	$4.5B
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B
3	BSPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.27%	−0.1%	−0.5%	+0.2%	+6.1%	+0.2%	−5.6%	$7.0B

End-of-day Nov 3, 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%	4.57%	−0.2%	−0.3%	+0.4%	+6.6%	+0.4%	−5.0%	$4.5B
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B
3	BSPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.27%	−0.1%	−0.5%	+0.2%	+6.1%	+0.2%	−5.6%	$7.0B

End-of-day Nov 3, 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

$10,177

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,089

MeasureFSECSPMB

Fee0.36%0.04%

Cost on $10k a year$36$4

Yield4.57%4.27%

5 years, per year+0.4%+0.2%

3 years, per year+6.6%+6.1%

Worst drop · 1Y−5.0%−5.6%

Volatility · 1Y4.6%4.7%

5–1measures won
FSEC first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FSEC, SPMB, BNDX

Today

[…]holdings […]

FSECSPMBBNDX

FSEC—[…][…]

SPMB[…]—[…]

BNDX[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$460most kept, BNDX

BNDX$467 − $7 = $460

SPMB$427 − $4 = $423

FSEC$457 − $36 = $421

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee