Screener
SPMB vs JMTG
State Street SPDR Portfolio Mortgage Backed Bond ETF vs JPMorgan Mortgage-Backed Securities ETF
Key differences
Both SPMB and JMTG are fixed income ETFs. SPMB charges 0.04% a year and JMTG 0.24%. The main difference: SPMB costs 0.20% less per year.
- SPMB costs 0.20% less per year.
- JMTG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPMB | JMTG | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.24% |
| Fund size (AUM) | $7.0B | $6.9B |
| Since | 2009 | 2000 |
| Dividend yield | 4.05% | 3.85% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.3% | N/A |
| CAGR 3Y | +4.5% | N/A |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.17 | N/A |
| Volatility 1Y | 4.24% | — |
| Max drawdown | -18.03% | -2.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.