PMBS vs SPMB

APMBS

BSPMB

Measures won1–3SPMB wins · of 6 · 5Y

$10,000 · 5Y$10,102SPMB

Lowest cost0.04%SPMB · $4 on $10k

Most income4.81%PMBS · $481 on $10k

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

Held in common[…]PMBS and SPMB

PMBS

SPMB

PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund · $1.4BState Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B

[…]3 years · per year[…] · $12,050+6.4%

[…]5 years · per year[…] · $10,102+0.2%

0.83%Expense ratio$83 · $4 on $10k · lower wins0.04%

4.81%12-mo yield$481 · $426 on $10k4.26%

−6.7%Worst dropSmaller wins−5.6%

4.9%VolatilityLower wins4.7%

1–3SPMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPMBS · 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	APMBS	PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded FundRead Desk		0.83%	4.81%	+0.5%	−0.6%	+0.4%	new	new	−6.7%	$1.4B

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	APMBS	PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded FundRead Desk		0.83%	4.81%	+0.5%	−0.6%	+0.4%	new	new	−6.7%	$1.4B

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

PMBS vs SPMB

PMBS

PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

[…]

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,102

MeasurePMBSSPMB

Fee0.83%0.04%

Cost on $10k a year$83$4

Yield4.81%4.26%

5 years, per year[…]+0.2%

3 years, per year[…]+6.4%

Worst drop · 1Y−6.7%−5.6%

Volatility · 1Y4.9%4.7%

3–1measures 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: PMBS, SPMB

Today

[…]holdings […]

PMBSSPMB

PMBS—[…]

SPMB[…]—

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

Income After Fees on $10,000

$422most kept, SPMB

SPMB$426 − $4 = $422

PMBS$481 − $83 = $398

KeptFee

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