DFMC vs SPMB
Comparison between U.S. Micro Cap Portfolio ETF Class Shares (DFMC, ETF) and SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF).
DFMC vs SPMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFMC
$6.80B
Winner
SPMB
$6.90B
Expense Ratio
DFMC
0.41%
Winner
SPMB
0.04%
Max Drawdown
Winner
DFMC
3.01%
SPMB
28.46%
Sharpe Ratio
Winner
DFMC
5.32
SPMB
0.64
5Y Beta
DFMC
0.88
Winner
SPMB
0.03
P/E Ratio
DFMC
42.18
SPMB
N/A
Forward P/E
DFMC
13.10
SPMB
N/A
5Y Dividends CAGR
DFMC
N/A
SPMB
5.28%
5Y EPS CAGR
DFMC
12.41%
SPMB
N/A
P/S Ratio
DFMC
1.06
SPMB
N/A
P/B Ratio
DFMC
1.93
SPMB
N/A
DFMC vs SPMB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFMC
+6.20%
SPMB
+0.09%
3M
DFMC
N/A
SPMB
+0.27%
6M
DFMC
N/A
SPMB
+1.63%
1Y
DFMC
N/A
SPMB
+7.05%
5Y(CAGR)
DFMC
N/A
SPMB
+0.36%
10Y(CAGR)
DFMC
N/A
SPMB
+1.28%
Max(CAGR)
Winner
DFMC
+149.23%
SPMB
+2.35%
DFMC vs SPMB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | DFMC | SPMB |
|---|---|---|
| 2026 | +12.19% | +1.21% |
| 2025 | N/A | +8.33% |
| 2024 | N/A | +1.95% |
| 2023 | N/A | +4.47% |
| 2022 | N/A | -11.74% |
| 2021 | N/A | -1.46% |
| 2020 | N/A | +3.99% |
| 2019 | N/A | +5.91% |
| 2018 | N/A | +1.08% |
| 2017 | N/A | +2.02% |
| 2016 | N/A | +1.15% |
| 2015 | N/A | +2.04% |
| 2014 | N/A | +5.77% |
| 2013 | N/A | -2.04% |
| 2012 | N/A | +2.08% |
| 2011 | N/A | +6.23% |
| 2010 | N/A | +5.17% |
| 2009 | N/A | +5.27% |
DFMC vs SPMB Drawdown Comparison
The maximum drawdown for DFMC was -3.01%, occurring on Mar 30, 2026. Recovery took 5 trading sessions.
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The current DFMC drawdown is -0.46%. The current SPMB drawdown is -1.01%.
| Rank | DFMC | SPMB |
|---|---|---|
| #1 | -3.01% Mar 25, 2026 - Apr 1, 2026 | -18.03% Feb 2, 2021 - Jan 9, 2026 |
| #2 | -1.54% Apr 27, 2026 - Apr 30, 2026 | -12.60% Mar 6, 2020 - Mar 30, 2020 |
| #3 | -1.02% May 6, 2026 - May 7, 2026 | -5.04% Nov 5, 2009 - Jun 14, 2010 |
| #4 | -1.00% May 1, 2026 - May 5, 2026 | -4.95% Sep 11, 2009 - Nov 5, 2009 |
| #5 | -0.81% Apr 20, 2026 - Apr 27, 2026 | -4.53% Sep 26, 2012 - May 1, 2014 |
| #6 | -0.79% Apr 9, 2026 - Apr 13, 2026 | -4.43% May 18, 2009 - Sep 11, 2009 |
| #7 | -0.15% Apr 14, 2026 - Apr 16, 2026 | -3.93% Sep 29, 2016 - Dec 19, 2018 |
| #8 | N/A | -2.99% Nov 3, 2010 - Mar 16, 2011 |
| #9 | N/A | -2.59% Feb 27, 2026 - Mar 26, 2026 |
| #10 | N/A | -2.23% Apr 9, 2009 - May 18, 2009 |
| #11 | N/A | -2.00% Apr 14, 2015 - Sep 18, 2015 |
| #12 | N/A | -1.64% Sep 14, 2011 - Jan 13, 2012 |
| #13 | N/A | -1.64% Feb 13, 2009 - Mar 13, 2009 |
| #14 | N/A | -1.27% Oct 2, 2015 - Jan 13, 2016 |
| #15 | N/A | -1.22% Jun 8, 2011 - Aug 2, 2011 |
Correlation
Correlation between DFMC and SPMB is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
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