SPMB vs SMBS

ASPMB

BSMBS

Measures won0–3SMBS wins · of 6 · 5Y

$10,000 · 5Y$10,102SPMB

Lowest cost0.03%SMBS · $3 on $10k

Most income5.29%SMBS · $529 on $10k

Smallest drop−5.2%SMBS · worst fall in 1Y

Held in common[…]SPMB and SMBS

SPMB

SMBS

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0BSchwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B

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

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

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

4.26%12-mo yield$426 · $529 on $10k5.29%

−5.6%Worst dropSmaller wins−5.2%

4.7%VolatilityLower wins4.7%

0–3SMBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPMB · SMBS

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	ASPMB	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	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	new	new	−5.2%	$6.4B

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	ASPMB	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	BSMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.29%	+0.4%	+0.1%	+0.9%	new	new	−5.2%	$6.4B

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

SPMB vs SMBS

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,102

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

MeasureSPMBSMBS

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield4.26%5.29%

5 years, per year+0.2%[…]

3 years, per year+6.4%[…]

Worst drop · 1Y−5.6%−5.2%

Volatility · 1Y4.7%4.7%

3–0measures won
SMBS 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPMB, SMBS

Today

[…]holdings […]

SPMBSMBS

SPMB—[…]

SMBS[…]—

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

Income After Fees on $10,000

$526most kept, SMBS

SMBS$529 − $3 = $526

SPMB$426 − $4 = $422

KeptFee

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