MTBA vs SPGM
Comparison between SIMPLIFY MBS ETF (MTBA, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
MTBA vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTBA
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
MTBA
0.15%
Winner
SPGM
0.09%
Max Drawdown
Winner
MTBA
6.22%
SPGM
33.97%
Sharpe Ratio
MTBA
0.27
Winner
SPGM
1.68
5Y Beta
Winner
MTBA
0.04
SPGM
0.91
P/E Ratio
MTBA
N/A
SPGM
27.34
Forward P/E
MTBA
N/A
SPGM
20.03
5Y Dividends CAGR
MTBA
N/A
SPGM
13.19%
5Y EPS CAGR
MTBA
N/A
SPGM
23.07%
P/S Ratio
MTBA
N/A
SPGM
0.31
P/B Ratio
MTBA
N/A
SPGM
4.77
MTBA vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MTBA
+0.59%
SPGM
-0.09%
3M
MTBA
+0.57%
Winner
SPGM
+12.19%
6M
MTBA
+0.10%
Winner
SPGM
+9.88%
1Y
MTBA
+4.42%
Winner
SPGM
+28.35%
5Y(CAGR)
MTBA
N/A
SPGM
+11.26%
10Y(CAGR)
MTBA
N/A
SPGM
+13.27%
Max(CAGR)
MTBA
+5.05%
Winner
SPGM
+12.56%
MTBA vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | MTBA | SPGM |
|---|---|---|
| 2026 | -0.07% | +9.92% |
| 2025 | +7.65% | +23.70% |
| 2024 | +2.47% | +17.65% |
| 2023 | +3.64% | +21.33% |
| 2022 | N/A | -17.95% |
| 2021 | N/A | +20.77% |
| 2020 | N/A | +14.24% |
| 2019 | N/A | +27.70% |
| 2018 | N/A | -8.85% |
| 2017 | N/A | +25.00% |
| 2016 | N/A | +12.47% |
| 2015 | N/A | +1.18% |
| 2014 | N/A | +13.98% |
| 2013 | N/A | +22.99% |
| 2012 | N/A | +3.69% |
MTBA vs SPGM Drawdown Comparison
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current MTBA drawdown is -1.44%. The current SPGM drawdown is -2.70%.
| Rank | MTBA | SPGM |
|---|---|---|
| #1 | -3.48% Sep 16, 2024 - Apr 1, 2025 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -2.81% Feb 27, 2026 - May 19, 2026 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -2.55% Feb 1, 2024 - Jun 5, 2024 | -20.73% Jun 19, 2015 - Jul 26, 2016 |
| #4 | -1.82% Apr 4, 2025 - Jun 23, 2025 | -17.94% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -1.10% Dec 27, 2023 - Feb 1, 2024 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -0.93% Jun 21, 2024 - Jul 9, 2024 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -0.70% Jun 30, 2025 - Jul 29, 2025 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -0.61% Jun 6, 2024 - Jun 12, 2024 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -0.56% Dec 6, 2023 - Dec 13, 2023 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -0.54% Nov 8, 2023 - Nov 14, 2023 | -8.44% Dec 16, 2013 - May 13, 2014 |
| #11 | -0.50% Sep 15, 2025 - Oct 13, 2025 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -0.43% Jul 16, 2024 - Jul 29, 2024 | -7.13% May 21, 2013 - Jul 17, 2013 |
| #13 | -0.43% Aug 2, 2024 - Aug 20, 2024 | -6.95% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -0.42% Oct 28, 2025 - Nov 21, 2025 | -6.72% Jul 26, 2016 - Dec 8, 2016 |
| #15 | -0.35% Nov 28, 2025 - Dec 17, 2025 | -6.25% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between MTBA and SPGM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2012 - 2026)
MTBA vs SPGM dividend yield comparison.
| Year | MTBA | SPGM |
|---|---|---|
| 2026 | 2.48% | 0.79% |
| 2025 | 5.98% | 1.89% |
| 2024 | 6.03% | 1.98% |
| 2023 | 0.48% | 2.09% |
| 2022 | 0.00% | 2.37% |
| 2021 | 0.00% | 1.94% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 3.49% |
| 2018 | 0.00% | 3.77% |
| 2017 | 0.00% | 4.57% |
| 2016 | 0.00% | 3.74% |
| 2015 | 0.00% | 7.40% |
| 2014 | 0.00% | 4.37% |
| 2013 | 0.00% | 3.49% |
| 2012 | 0.00% | 4.52% |
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