MVRL vs SPMB

AMVRL

BSPMB

Measures won1–5SPMB wins · of 6 · 5Y

$10,000 · 5Y$10,102SPMB · MVRL $4,883

Lowest cost0.04%SPMB · $4 on $10k

Most income29.38%MVRL · $2,938 on $10k

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

Held in common[…]MVRL and SPMB

MVRL

SPMB

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN · $9MState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

+4.7%3 years · per year$11,473 · $12,050+6.4%

−13.4%5 years · per year$4,883 · $10,102+0.2%

0.95%Expense ratio$95 · $4 on $10k · lower wins0.04%

29.38%12-mo yield$2,938 · $426 on $10k4.26%

−39.1%Worst dropSmaller wins−5.6%

29.7%VolatilityLower wins4.7%

1–5SPMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVRL · 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	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
2	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk		0.95%	29.38%	+5.6%	−26.1%	−21.3%	+4.7%	−13.4%	−39.1%	$9M

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	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
2	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk		0.95%	29.38%	+5.6%	−26.1%	−21.3%	+4.7%	−13.4%	−39.1%	$9M

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

MVRL vs SPMB

MVRL

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN

$4,883

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,103

MeasureMVRLSPMB

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield29.38%4.26%

5 years, per year−13.4%+0.2%

3 years, per year+4.7%+6.4%

Worst drop · 1Y−39.1%−5.6%

Volatility · 1Y29.7%4.7%

5–1measures won
SPMB 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MVRL, SPMB

Today

[…]holdings […]

MVRLSPMB

MVRL—[…]

SPMB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,843most kept, MVRL

MVRL$2,938 − $95 = $2,843

SPMB$426 − $4 = $422

KeptFee

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