MBSD vs SPMB

AMBSD

BSPMB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,312MBSD · SPMB $10,102

Lowest cost0.04%SPMB · $4 on $10k

Most income4.26%SPMB · $426 on $10k

Smallest drop−4.0%MBSD · worst fall in 1Y

Held in common[…]MBSD and SPMB

MBSD

SPMB

Northern Trust Disciplined Duration MBS ETF · $89MState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

+5.2%3 years · per year$11,637 · $12,050+6.4%

+0.6%5 years · per year$10,312 · $10,102+0.2%

0.21%Expense ratio$21 · $4 on $10k · lower wins0.04%

4.13%12-mo yield$413 · $426 on $10k4.26%

−4.0%Worst dropSmaller wins−5.6%

3.8%VolatilityLower wins4.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMBSD · 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	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk		0.21%	4.13%	+0.3%	0.0%	+0.8%	+5.2%	+0.6%	−4.0%	$89M
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

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	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk		0.21%	4.13%	+0.3%	0.0%	+0.8%	+5.2%	+0.6%	−4.0%	$89M
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

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

MBSD vs SPMB

MBSD

Northern Trust Disciplined Duration MBS

$10,312

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,103

MeasureMBSDSPMB

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield4.13%4.26%

5 years, per year+0.6%+0.2%

3 years, per year+5.2%+6.4%

Worst drop · 1Y−4.0%−5.6%

Volatility · 1Y3.8%4.7%

3–3measures won
level

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MBSD, SPMB

Today

[…]holdings […]

MBSDSPMB

MBSD—[…]

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

MBSD$413 − $21 = $392

KeptFee

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