MVRL vs SPMB

AMVRL

BSPMB

Measures won1–5SPMB wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · SPMB $10,159

Lowest cost0.04%SPMB · $4 on $10k

Most income30.37%MVRL · $3,037 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]MVRL and SPMB

MVRL

SPMB

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN · $8MState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

+1.2%3 years · per year$10,349 · $11,894+6.0%

−13.9%5 years · per year$4,739 · $10,159+0.3%

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

30.37%12-mo yield$3,037 · $425 on $10k4.25%

−39.1%Worst dropSmaller wins−5.6%

29.9%VolatilityLower wins4.7%

1–5SPMB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVRL · SPMB

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BSPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.25%	−0.1%	+0.1%	+1.0%	+6.0%	+0.3%	−5.6%	$7.0B
3	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk	0.95%	30.37%	−1.7%	−28.5%	−25.3%	+1.2%	−13.9%	−39.1%	$8M

End-of-day Nov 6, 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%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BSPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.25%	−0.1%	+0.1%	+1.0%	+6.0%	+0.3%	−5.6%	$7.0B
3	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk	0.95%	30.37%	−1.7%	−28.5%	−25.3%	+1.2%	−13.9%	−39.1%	$8M

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

MVRL vs SPMB

MVRL

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN

$4,739

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,159

MeasureMVRLSPMB

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield30.37%4.25%

5 years, per year−13.9%+0.3%

3 years, per year+1.2%+6.0%

Worst drop · 1Y−39.1%−5.6%

Volatility · 1Y29.9%4.7%

5–1measures won
SPMB first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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: MVRL, SPMB, SGOV

Today

[…]holdings […]

MVRLSPMBSGOV

MVRL—[…][…]

SPMB[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$2,942most kept, MVRL

MVRL$3,037 − $95 = $2,942

SPMB$425 − $4 = $421

SGOV$363 − $9 = $354

KeptFee

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