MTBA vs SPMB

AMTBA

BSPMB

Measures won3–2MTBA wins · of 6 · 5Y

$10,000 · 5Y$9,963SPMB · BND $9,803

Lowest cost0.03%BND · $3 on $10k

Most income6.14%MTBA · $614 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]MTBA and SPMB

Simplify MBS ETF · $884MState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

+3.8%3 years · per year$11,195 · $11,530+4.9%

[…]5 years · per year[…] · $9,963−0.1%

0.28%Expense ratio$28 · $4 on $10k · lower wins0.04%

6.14%12-mo yield$614 · $432 on $10k

Cards for this view

MTBA

Simplify MBS

[…]

SPMB

SPDR Portfolio Mortgage Backed Bond

$9,963

MeasureMTBASPMB

Fee0.28%0.04%

Cost on $10k a year$28$4

Yield6.14%4.32%

5 years, per year[…]−0.1%

3 years, per year+3.8%+4.9%

Worst drop · 1Y−4.6%−5.6%

Volatility · 1Y3.8%

#
1	BSPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.32%	−0.7%	−1.4%	−1.1%	+4.9%	−0.1%	−5.6%	$7.0B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	AMTBA	Simplify MBS ETFRead Desk	0.28%	6.14%	−0.4%	−1.7%	−0.8%	+3.8%	new	−4.6%	$884M

#
1	BSPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.32%	−0.7%	−1.4%	−1.1%	+4.9%	−0.1%	−5.6%	$7.0B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	AMTBA	Simplify MBS ETFRead Desk	0.28%	6.14%	−0.4%	−1.7%	−0.8%	+3.8%	new	−4.6%	$884M

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