SPMB vs SPYM

ASPMB

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · VTI $16,880

Lowest cost0.02%SPYM · $2 on $10k

Most income4.27%SPMB · $427 on $10k

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

Held in common[…]SPMB and SPYM

SPMB

SPYM

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0BState Street SPDR Portfolio S&P 500 ETF · $185B

+6.1%3 years · per year$11,959 · $19,092+24.1%

+0.2%5 years · per year$10,089 · $17,749+12.2%

0.04%Expense ratio$4 · $2 on $10k · lower wins0.02%

4.27%12-mo yield$427 · $103 on $10k1.03%

−5.6%Worst dropSmaller wins−8.9%

4.7%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPMB · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
3	ASPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.27%	−0.1%	−0.5%	+0.2%	+6.1%	+0.2%	−5.6%	$7.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
3	ASPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.27%	−0.1%	−0.5%	+0.2%	+6.1%	+0.2%	−5.6%	$7.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPMB vs SPYM

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,089

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureSPMBSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield4.27%1.03%

5 years, per year+0.2%+12.2%

3 years, per year+6.1%+24.1%

Worst drop · 1Y−5.6%−8.9%

Volatility · 1Y4.7%12.7%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: SPMB, SPYM, VTI

Today

87.7%most shared, SPYM and VTI

SPMBSPYMVTI

SPMB—[…][…]

SPYM[…]—87.7%

VTI[…]87.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$423most kept, SPMB

SPMB$427 − $4 = $423

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee