Screener
REM vs SPMB
iShares Mortgage Real Estate Capped ETF vs State Street SPDR Portfolio Mortgage Backed Bond ETF
Key differences
- SPMB costs 0.44% less per year.
- SPMB is significantly larger than REM — larger funds tend to be more liquid and less likely to close.
- REM is classified as equity, while SPMB is fixed income — different risk/return profiles.
- Over the last 3 years, REM has delivered higher annualized returns.
Side-by-side comparison
| REM | SPMB | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.04% |
| Fund size (AUM) | $580M | $6.9B |
| Since | 2007 | 2009 |
| Dividend yield | 8.60% | 4.04% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.8% | +7.5% |
| CAGR 3Y | +10.6% | +4.3% |
| CAGR 5Y | -1.5% | +0.3% |
| Sharpe 3Y | 0.42 | 0.14 |
| Volatility 1Y | 16.89% | 4.29% |
| Max drawdown | -68.52% | -18.03% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to REM and SPMB
Explore further