SPMB vs VMBS

ASPMB

BVMBS

Measures won0–5VMBS wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · VMBS $10,263

Lowest cost0.03%VMBS · $3 on $10k

Most income4.31%VMBS · $431 on $10k

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

Held in common[…]SPMB and VMBS

SPMB

VMBS

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0BVanguard Mortgage-Backed Securities ETF · $15.5B

+5.8%3 years · per year$11,852 · $11,917+6.0%

+0.3%5 years · per year$10,149 · $10,263+0.5%

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

4.25%12-mo yield$425 · $431 on $10k4.31%

−5.6%Worst dropSmaller wins−5.1%

4.7%VolatilityLower wins4.7%

0–5VMBS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPMB · VMBS

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

Held in common[…]

End-of-day Nov 9, 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	BVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk	0.03%	4.31%	0.0%	+0.4%	+1.2%	+6.0%	+0.5%	−5.1%	$15.5B
3	ASPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.25%	+0.1%	+0.2%	+0.8%	+5.8%	+0.3%	−5.6%	$7.0B

End-of-day Nov 9, 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	BVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk	0.03%	4.31%	0.0%	+0.4%	+1.2%	+6.0%	+0.5%	−5.1%	$15.5B
3	ASPMB	State Street SPDR Portfolio Mortgage Backed Bond ETFRead Desk	0.04%	4.25%	+0.1%	+0.2%	+0.8%	+5.8%	+0.3%	−5.6%	$7.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPMB vs VMBS

SPMB

SPDR Portfolio Mortgage Backed Bond

$10,149

VMBS

Vanguard Mortgage-Backed Securities

$10,263

MeasureSPMBVMBS

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield4.25%4.31%

5 years, per year+0.3%+0.5%

3 years, per year+5.8%+6.0%

Worst drop · 1Y−5.6%−5.1%

Volatility · 1Y4.7%4.7%

5–0measures won
VMBS first

Nov 9, 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$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SPMB, VMBS, SGOV

Today

[…]holdings […]

SPMBVMBSSGOV

SPMB—[…][…]

VMBS[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$428most kept, VMBS

VMBS$431 − $3 = $428

SPMB$425 − $4 = $421

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee