SPMB vs SCHD

ASPMB

BSCHD

Measures won4–2SPMB wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SGOV $12,086

Lowest cost0.04%SPMB · $4 on $10k

Most income4.25%SPMB · $425 on $10k

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

Held in common[…]SPMB and SCHD

SPMB

SCHD

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0BSchwab U.S. Dividend Equity ETF · $120B

+6.5%3 years · per year$12,070 · $17,414+20.3%

+0.3%5 years · per year$10,145 · $16,375+10.4%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

4.25%12-mo yield$425 · $298 on $10k2.98%

−5.6%Worst dropSmaller wins−6.9%

4.7%VolatilityLower wins11.7%

4–2SPMB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPMB · SCHD

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
3	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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
3	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 SCHD

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,145

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSPMBSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield4.25%2.98%

5 years, per year+0.3%+10.4%

3 years, per year+6.5%+20.3%

Worst drop · 1Y−5.6%−6.9%

Volatility · 1Y4.7%11.7%

4–2measures 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPMB, SCHD, SGOV

Today

[…]holdings […]

SPMBSCHDSGOV

SPMB—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

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

SGOV$363 − $9 = $354

SCHD$298 − $6 = $292

KeptFee

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