IMTG vs SPMB

AIMTG

BSPMB

Measures won0–2SPMB wins · of 6 · 5Y

$10,000 · 5Y$10,102SPMB

Lowest cost0.04%SPMB · $4 on $10k

Most income4.26%SPMB · $426 on $10k

Smallest drop−5.6%SPMB · worst fall in 1Y

Held in common[…]IMTG and SPMB

IMTG

SPMB

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Agency MBS ETF · $14MState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

[…]3 years · per year[…] · $12,050+6.4%

[…]5 years · per year[…] · $10,102+0.2%

0.22%Expense ratio$22 · $4 on $10k · lower wins0.04%

3.08%12-mo yield$308 · $426 on $10k4.26%

[…]Worst dropSmaller wins−5.6%

[…]VolatilityLower wins4.7%

0–2SPMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMTG · 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

Both

5Y2 funds

#			Trend
1	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
2	AIMTG	Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Agency MBS ETFRead Desk		0.22%	3.08%	0.0%	new	new	new	new	[…]	$14M

End-of-day Nov 4, 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%	4.26%	+0.4%	−0.1%	+0.7%	+6.4%	+0.2%	−5.6%	$7.0B
2	AIMTG	Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Agency MBS ETFRead Desk		0.22%	3.08%	0.0%	new	new	new	new	[…]	$14M

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

IMTG vs SPMB

IMTG

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Agency MBS

[…]

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,102

MeasureIMTGSPMB

Fee0.22%0.04%

Cost on $10k a year$22$4

Yield3.08%4.26%

5 years, per year[…]+0.2%

3 years, per year[…]+6.4%

Worst drop · 1Y[…]−5.6%

Volatility · 1Y[…]4.7%

2–0measures won
SPMB first

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IMTG, SPMB

Today

[…]holdings […]

IMTGSPMB

IMTG—[…]

SPMB[…]—

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

IMTG$308 − $22 = $286

KeptFee

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