SPMB vs REM

ASPMB

BREM

Measures won5–1SPMB wins · of 6 · 5Y

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

Lowest cost0.04%SPMB · $4 on $10k

Most income11.52%REM · $1,152 on $10k

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

Held in common[…]SPMB and REM

SPMB

REM

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0BiShares Mortgage Real Estate ETF · $434M

+6.0%3 years · per year$11,894 · $11,111+3.6%

+0.3%5 years · per year$10,159 · $7,245−6.2%

0.04%Expense ratio$4 · $48 on $10k · lower wins0.48%

4.25%12-mo yield$425 · $1,152 on $10k11.52%

−5.6%Worst dropSmaller wins−26.3%

4.7%VolatilityLower wins19.0%

5–1SPMB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPMB · REM

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	ASPMB	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	BREM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.52%	−1.7%	−18.0%	−15.1%	+3.6%	−6.2%	−26.3%	$434M

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	ASPMB	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	BREM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.52%	−1.7%	−18.0%	−15.1%	+3.6%	−6.2%	−26.3%	$434M

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

SPMB vs REM

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,159

REM

iShares Mortgage Real Estate

$7,245

MeasureSPMBREM

Fee0.04%0.48%

Cost on $10k a year$4$48

Yield4.25%11.52%

5 years, per year+0.3%−6.2%

3 years, per year+6.0%+3.6%

Worst drop · 1Y−5.6%−26.3%

Volatility · 1Y4.7%19.0%

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$48.3B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPMB, REM, SGOV

Today

[…]holdings […]

SPMBREMSGOV

SPMB—[…][…]

REM[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$1,104most kept, REM

REM$1,152 − $48 = $1,104

SPMB$425 − $4 = $421

SGOV$363 − $9 = $354

KeptFee

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