MTGP vs SPMB

AMTGP

BSPMB

Measures won3–2MTGP wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · MTGP $10,167

Lowest cost0.04%SPMB · $4 on $10k

Most income4.64%MTGP · $464 on $10k

Smallest drop0.0%SGOV · 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

+6.2%3 years · per year$11,964 · $12,070+6.5%

+0.3%5 years · per year$10,167 · $10,145+0.3%

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

4.64%12-mo yield$464 · $425 on $10k4.25%

−4.7%Worst dropSmaller wins−5.6%

4.3%VolatilityLower wins4.7%

3–2MTGP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMTGP · 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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk	0.45%	4.64%	+0.3%	+0.3%	+1.0%	+6.2%	+0.3%	−4.7%	$73M
3	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

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk	0.45%	4.64%	+0.3%	+0.3%	+1.0%	+6.2%	+0.3%	−4.7%	$73M
3	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

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

MTGP vs SPMB

MTGP

WisdomTree Mortgage Plus Bond Fund

$10,167

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,145

MeasureMTGPSPMB

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield4.64%4.25%

5 years, per year+0.3%+0.3%

3 years, per year+6.2%+6.5%

Worst drop · 1Y−4.7%−5.6%

Volatility · 1Y4.3%4.7%

3–2measures won
MTGP first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MTGP, SPMB, SGOV

Today

[…]holdings […]

MTGPSPMBSGOV

MTGP—[…][…]

SPMB[…]—[…]

SGOV[…][…]—

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

MTGP$464 − $45 = $419

SGOV$363 − $9 = $354

KeptFee

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