MTGP vs SPMB

AMTGP

BSPMB

Measures won4–2MTGP wins · of 6 · 5Y

$10,000 · 5Y$10,146MTGP · SPMB $10,102

Lowest cost0.04%SPMB · $4 on $10k

Most income4.65%MTGP · $465 on $10k

Smallest drop−4.7%MTGP · worst fall in 1Y

Held in common[…]MTGP and SPMB

MTGP

SPMB

WisdomTree Mortgage Plus Bond Fund · $73MState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

+6.1%3 years · per year$11,941 · $12,050+6.4%

+0.3%5 years · per year$10,146 · $10,102+0.2%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

4.65%12-mo yield$465 · $426 on $10k4.26%

−4.7%Worst dropSmaller wins−5.6%

4.3%VolatilityLower wins4.7%

4–2MTGP wins

$10,000 · 5 yearsOne scale

Shared top holdingsMTGP · 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	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk		0.45%	4.65%	+0.3%	0.0%	+0.8%	+6.1%	+0.3%	−4.7%	$73M
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	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk		0.45%	4.65%	+0.3%	0.0%	+0.8%	+6.1%	+0.3%	−4.7%	$73M
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

MTGP vs SPMB

MTGP

WisdomTree Mortgage Plus Bond Fund

$10,146

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,103

MeasureMTGPSPMB

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield4.65%4.26%

5 years, per year+0.3%+0.2%

3 years, per year+6.1%+6.4%

Worst drop · 1Y−4.7%−5.6%

Volatility · 1Y4.3%4.7%

4–2measures won
MTGP 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: MTGP, SPMB

Today

[…]holdings […]

MTGPSPMB

MTGP—[…]

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

MTGP$465 − $45 = $420

KeptFee

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