OWNS vs SPMB

AOWNS

BSPMB

Measures won1–5SPMB wins · of 6 · 5Y

$10,000 · 5Y$10,145SPMB · OWNS $10,125

Lowest cost0.04%SPMB · $4 on $10k

Most income4.25%SPMB · $425 on $10k

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

Held in common[…]OWNS and SPMB

OWNS

SPMB

CCM Affordable Housing MBS ETF · $106MState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

+6.2%3 years · per year$11,962 · $12,070+6.5%

+0.2%5 years · per year$10,125 · $10,145+0.3%

0.68%Expense ratio$68 · $4 on $10k · lower wins0.04%

4.23%12-mo yield$423 · $425 on $10k4.25%

−5.8%Worst dropSmaller wins−5.6%

4.6%VolatilityLower wins4.7%

1–5SPMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsOWNS · 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

Both

5Y2 funds

#			Trend
1	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
2	AOWNS	CCM Affordable Housing MBS ETFRead Desk		0.68%	4.23%	+0.5%	+0.1%	+0.9%	+6.2%	+0.2%	−5.8%	$106M

End-of-day Nov 5, 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%	4.25%	+0.3%	+0.2%	+0.9%	+6.5%	+0.3%	−5.6%	$7.0B
2	AOWNS	CCM Affordable Housing MBS ETFRead Desk		0.68%	4.23%	+0.5%	+0.1%	+0.9%	+6.2%	+0.2%	−5.8%	$106M

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

OWNS vs SPMB

OWNS

CCM Affordable Housing MBS

$10,125

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,145

MeasureOWNSSPMB

Fee0.68%0.04%

Cost on $10k a year$68$4

Yield4.23%4.25%

5 years, per year+0.2%+0.3%

3 years, per year+6.2%+6.5%

Worst drop · 1Y−5.8%−5.6%

Volatility · 1Y4.6%4.7%

4–1measures won
SPMB first

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OWNS, SPMB

Today

[…]holdings […]

OWNSSPMB

OWNS—[…]

SPMB[…]—

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

OWNS$423 − $68 = $355

KeptFee

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