SPMB vs JMBS

ASPMB

BJMBS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,285JMBS · SPMB $10,145

Lowest cost0.04%SPMB · $4 on $10k

Most income5.39%JMBS · $539 on $10k

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

Held in common[…]SPMB and JMBS

SPMB

JMBS

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0BJanus Henderson Mortgage-Backed Securities ETF · $6.3B

+6.5%3 years · per year$12,070 · $12,138+6.7%

+0.3%5 years · per year$10,145 · $10,285+0.6%

0.04%Expense ratio$4 · $21 on $10k · lower wins0.21%

4.25%12-mo yield$425 · $539 on $10k5.39%

−5.6%Worst dropSmaller wins−6.0%

4.7%VolatilityLower wins4.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPMB · JMBS

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	BJMBS	Janus Henderson Mortgage-Backed Securities ETFRead Desk		0.21%	5.39%	+0.2%	−0.3%	+0.5%	+6.7%	+0.6%	−6.0%	$6.3B
2	ASPMB	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

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	BJMBS	Janus Henderson Mortgage-Backed Securities ETFRead Desk		0.21%	5.39%	+0.2%	−0.3%	+0.5%	+6.7%	+0.6%	−6.0%	$6.3B
2	ASPMB	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

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

SPMB vs JMBS

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,145

JMBS

Janus Henderson Mortgage-Backed Securities

$10,285

MeasureSPMBJMBS

Fee0.04%0.21%

Cost on $10k a year$4$21

Yield4.25%5.39%

5 years, per year+0.3%+0.6%

3 years, per year+6.5%+6.7%

Worst drop · 1Y−5.6%−6.0%

Volatility · 1Y4.7%4.9%

3–3measures won
level

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: SPMB, JMBS

Today

[…]holdings […]

SPMBJMBS

SPMB—[…]

JMBS[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$518most kept, JMBS

JMBS$539 − $21 = $518

SPMB$425 − $4 = $421

KeptFee

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