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SPMB vs SCMB

State Street SPDR Portfolio Mortgage Backed Bond ETF vs Schwab Municipal Bond ETF

SPMB

State Street SPDR Portfolio Mortgage Backed Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$6.9B

SCMB

Schwab Municipal Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$3.7B

Key differences

  • Over the last 3 years, SPMB has delivered higher annualized returns.
  • SPMB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPMBSCMB
Annual cost (TER)0.04%0.03%
Fund size (AUM)$6.9B$3.7B
Since20092022
Dividend yield4.04%3.41%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+5.7%
CAGR 3Y+4.0%+2.8%
CAGR 5Y+0.2%N/A
Sharpe 3Y0.10-0.17
Volatility 1Y4.28%2.92%
Max drawdown-18.03%-6.13%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPMB and SCMB