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