SPMB vs BBUS

Comparison between SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF) and JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF).

5-Year PerformanceBBUS has outperformed SPMB, delivering a return of +12.9% compared to +0.4%

SPMB vs BBUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPMB(ETF)	BBUS(ETF)
Net Assets	$6.90B	$7B
Expense Ratio	0.04%	0.02%
Max Drawdown	28.46%	35.35%
Sharpe Ratio	0.64	2.02
5Y Beta	0.03	0.98
P/E Ratio	N/A	28.60
Forward P/E	N/A	21.79
PEG Ratio	N/A	0.47
5Y Dividends CAGR	5.28%	6.78%
5Y EPS CAGR	N/A	28.83%
Debt to Equity	N/A	36.18%
P/S Ratio	N/A	3.62
P/B Ratio	N/A	5.52

Net Assets

SPMB

$6.90B

Winner

BBUS

$7B

Expense Ratio

SPMB

0.04%

Winner

BBUS

0.02%

Max Drawdown

Winner

SPMB

28.46%

BBUS

35.35%

Sharpe Ratio

SPMB

0.64

Winner

BBUS

2.02

5Y Beta

Winner

SPMB

0.03

BBUS

0.98

P/E Ratio

SPMB

N/A

BBUS

28.60

Forward P/E

SPMB

N/A

BBUS

21.79

PEG Ratio

SPMB

N/A

BBUS

0.47

5Y Dividends CAGR

SPMB

5.28%

Winner

BBUS

6.78%

5Y EPS CAGR

SPMB

N/A

BBUS

28.83%

Debt to Equity

SPMB

N/A

BBUS

36.18%

P/S Ratio

SPMB

N/A

BBUS

3.62

P/B Ratio

SPMB

N/A

BBUS

5.52

SPMB vs BBUS - Historical Returns

Returns include dividend reinvestment.

Period	SPMB	BBUS
1 month	+0.09%	+9.10%
3 months	+0.27%	+6.40%
6 months	+1.63%	+9.88%
1 year	+7.05%	+31.42%
5 years(CAGR)	+0.36%	+12.90%
10 years(CAGR)	+1.28%	N/A
Max(CAGR)	+2.35%	+16.08%

SPMB

+0.09%

Winner

BBUS

+9.10%

SPMB

+0.27%

Winner

BBUS

+6.40%

SPMB

+1.63%

Winner

BBUS

+9.88%

SPMB

+7.05%

Winner

BBUS

+31.42%

5Y(CAGR)

SPMB

+0.36%

Winner

BBUS

+12.90%

10Y(CAGR)

SPMB

+1.28%

BBUS

N/A

Max(CAGR)

SPMB

+2.35%

Winner

BBUS

+16.08%

SPMB vs BBUS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SPMB	BBUS
2026	+1.21%	+7.77%
2025	+8.33%	+17.98%
2024	+1.95%	+25.63%
2023	+4.47%	+27.68%
2022	-11.74%	-19.87%
2021	-1.46%	+28.82%
2020	+3.99%	+19.58%
2019	+5.91%	+16.54%
2018	+1.08%	N/A
2017	+2.02%	N/A
2016	+1.15%	N/A
2015	+2.04%	N/A
2014	+5.77%	N/A
2013	-2.04%	N/A
2012	+2.08%	N/A
2011	+6.23%	N/A
2010	+5.17%	N/A
2009	+5.27%	N/A

SPMB vs BBUS Drawdown Comparison

The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.

The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.

The current SPMB drawdown is -1.01%.

Rank	SPMB	BBUS
#1	-18.03% Feb 2, 2021 - Jan 9, 2026	-35.35% Jan 16, 2020 - Aug 24, 2020
#2	-12.60% Mar 6, 2020 - Mar 30, 2020	-25.46% Dec 29, 2021 - Dec 13, 2023
#3	-5.04% Nov 5, 2009 - Jun 14, 2010	-19.01% Feb 19, 2025 - Jun 26, 2025
#4	-4.95% Sep 11, 2009 - Nov 5, 2009	-9.57% Sep 2, 2020 - Nov 13, 2020
#5	-4.53% Sep 26, 2012 - May 1, 2014	-9.21% Jan 12, 2026 - Apr 15, 2026
#6	-4.43% May 18, 2009 - Sep 11, 2009	-8.54% Jul 16, 2024 - Sep 19, 2024
#7	-3.93% Sep 29, 2016 - Dec 19, 2018	-6.68% May 3, 2019 - Jun 20, 2019
#8	-2.99% Nov 3, 2010 - Mar 16, 2011	-5.94% Jul 26, 2019 - Oct 25, 2019
#9	-2.59% Feb 27, 2026 - Mar 26, 2026	-5.31% Mar 28, 2024 - May 14, 2024
#10	-2.23% Apr 9, 2009 - May 18, 2009	-5.28% Sep 3, 2021 - Oct 20, 2021
#11	-2.00% Apr 14, 2015 - Sep 18, 2015	-5.18% Oct 29, 2025 - Dec 11, 2025
#12	-1.64% Sep 14, 2011 - Jan 13, 2012	-4.72% Feb 12, 2021 - Mar 15, 2021
#13	-1.64% Feb 13, 2009 - Mar 13, 2009	-4.45% Nov 18, 2021 - Dec 23, 2021
#14	-1.27% Oct 2, 2015 - Jan 13, 2016	-4.31% Dec 6, 2024 - Jan 23, 2025
#15	-1.22% Jun 8, 2011 - Aug 2, 2011	-4.05% May 7, 2021 - Jun 4, 2021

Correlation

Correlation between SPMB and BBUS is 0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

0.13

-101

Dividend Comparison (2009 - 2026)

SPMB vs BBUS dividend yield comparison.

Year	SPMB	BBUS
2026	1.26%	0.22%
2025	3.98%	1.07%
2024	3.76%	1.21%
2023	3.21%	1.38%
2022	2.98%	1.57%
2021	2.59%	1.11%
2020	2.95%	1.43%
2019	3.24%	1.37%
2018	3.36%	0.00%
2017	3.13%	0.00%
2016	2.99%	0.00%
2015	3.05%	0.00%
2014	3.54%	0.00%
2013	0.97%	0.00%
2012	2.42%	0.00%
2011	3.88%	0.00%
2010	4.17%	0.00%
2009	3.53%	0.00%