MTGP vs SPYM

AMTGP

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · MTGP $10,179

Lowest cost0.02%SPYM · $2 on $10k

Most income4.63%MTGP · $463 on $10k

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

Held in common[…]MTGP and SPYM

MTGP

SPYM

WisdomTree Mortgage Plus Bond Fund · $73MState Street SPDR Portfolio S&P 500 ETF · $182B

+5.7%3 years · per year$11,825 · $18,082+21.8%

+0.4%5 years · per year$10,179 · $17,192+11.4%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

4.63%12-mo yield$463 · $105 on $10k1.05%

−4.7%Worst dropSmaller wins−8.9%

4.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMTGP · SPYM

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

Held in common[…]

End-of-day Nov 6, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk		0.45%	4.63%	+0.1%	+0.4%	+1.4%	+5.7%	+0.4%	−4.7%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk		0.45%	4.63%	+0.1%	+0.4%	+1.4%	+5.7%	+0.4%	−4.7%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MTGP vs SPYM

MTGP

WisdomTree Mortgage Plus Bond Fund

$10,179

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureMTGPSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield4.63%1.05%

5 years, per year+0.4%+11.4%

3 years, per year+5.7%+21.8%

Worst drop · 1Y−4.7%−8.9%

Volatility · 1Y4.3%13.6%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MTGP, SPYM

Today

[…]holdings […]

MTGPSPYM

MTGP—[…]

SPYM[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$418most kept, MTGP

MTGP$463 − $45 = $418

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee