MBSX vs SPMB

AMBSX

BSPMB

Measures won0–4SPMB wins · of 6 · 5Y

$10,000 · 5Y$10,145SPMB

Lowest cost0.04%SPMB · $4 on $10k

Most income4.25%SPMB · $425 on $10k

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

Held in common[…]MBSX and SPMB

MBSX

SPMB

Regan Fixed Rate MBS ETF · $18MState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

[…]3 years · per year[…] · $12,070+6.5%

[…]5 years · per year[…] · $10,145+0.3%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

3.87%12-mo yield$387 · $425 on $10k4.25%

−27.6%Worst dropSmaller wins−5.6%

58.3%VolatilityLower wins4.7%

0–4SPMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBSX · SPMB

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

Held in common[…]

End-of-day Nov 5, 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%	4.25%	+0.3%	+0.2%	+0.9%	+6.5%	+0.3%	−5.6%	$7.0B
2	AMBSX	Regan Fixed Rate MBS ETFRead Desk		0.40%	3.87%	−1.6%	−0.6%	+1.7%	new	new	−27.6%	$18M

End-of-day Nov 5, 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%	4.25%	+0.3%	+0.2%	+0.9%	+6.5%	+0.3%	−5.6%	$7.0B
2	AMBSX	Regan Fixed Rate MBS ETFRead Desk		0.40%	3.87%	−1.6%	−0.6%	+1.7%	new	new	−27.6%	$18M

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

Cards for this view

MBSX vs SPMB

MBSX

Regan Fixed Rate MBS

[…]

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,145

MeasureMBSXSPMB

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield3.87%4.25%

5 years, per year[…]+0.3%

3 years, per year[…]+6.5%

Worst drop · 1Y−27.6%−5.6%

Volatility · 1Y58.3%4.7%

4–0measures won
SPMB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MBSX, SPMB

Today

[…]holdings […]

MBSXSPMB

MBSX—[…]

SPMB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$421most kept, SPMB

SPMB$425 − $4 = $421

MBSX$387 − $40 = $347

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee