Screener
SPMB vs DMBS
State Street SPDR Portfolio Mortgage Backed Bond ETF vs Mortgage ETF
Key differences
Both SPMB and DMBS are fixed income ETFs. SPMB charges 0.04% a year and DMBS 0.39%. The main difference: SPMB follows a index tracking strategy; DMBS uses active selection.
- SPMB follows a index tracking strategy; DMBS uses active selection.
- SPMB costs 0.35% less per year.
- SPMB is much larger than DMBS. Larger funds are usually more liquid and less likely to close.
- SPMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPMB | DMBS | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.39% |
| Fund size (AUM) | $7.0B | $690M |
| Since | 2009 | 2023 |
| Dividend yield | 4.05% | 5.04% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.3% | +6.4% |
| CAGR 3Y | +4.5% | +4.7% |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.17 | 0.19 |
| Volatility 1Y | 4.24% | 4.12% |
| Max drawdown | -18.03% | -8.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.