SPMB vs BKLN
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).
5-Year PerformanceBKLN has outperformed SPMB, delivering a return of +5.5% compared to +0.2%
SPMB vs BKLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPMB vs BKLN - Historical Returns
Returns include dividend reinvestment.
SPMB vs BKLN - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SPMB | BKLN |
|---|---|---|
| 2026 | +0.59% | +1.15% |
| 2025 | +8.33% | +6.88% |
| 2024 | +1.95% | +8.25% |
| 2023 | +4.47% | +12.04% |
| 2022 | -11.74% | -2.47% |
| 2021 | -1.46% | +2.50% |
| 2020 | +3.99% | +1.11% |
| 2019 | +5.91% | +9.72% |
| 2018 | +1.08% | -1.53% |
| 2017 | +2.02% | +1.99% |
| 2016 | +1.15% | +9.18% |
| 2015 | +2.04% | -2.90% |
| 2014 | +5.77% | +0.55% |
| 2013 | -2.04% | +3.82% |
| 2012 | +2.08% | +9.61% |
| 2011 | +6.23% | -2.04% |
| 2010 | +5.17% | N/A |
| 2009 | +5.27% | N/A |
SPMB vs BKLN Drawdown Comparison
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.
The current SPMB drawdown is -1.62%.
| Rank | SPMB | BKLN |
|---|---|---|
| #1 | -18.03% Feb 2, 2021 - Jan 9, 2026 | -24.16% Jan 8, 2020 - Dec 2, 2020 |
| #2 | -12.60% Mar 6, 2020 - Mar 30, 2020 | -8.75% May 13, 2011 - Feb 2, 2012 |
| #3 | -5.04% Nov 5, 2009 - Jun 14, 2010 | -7.31% Jan 14, 2022 - Jan 23, 2023 |
| #4 | -4.95% Sep 11, 2009 - Nov 5, 2009 | -7.07% May 4, 2015 - Jul 8, 2016 |
| #5 | -4.53% Sep 26, 2012 - May 1, 2014 | -5.69% Oct 2, 2018 - Feb 22, 2019 |
| #6 | -4.43% May 18, 2009 - Sep 11, 2009 | -3.73% Jul 2, 2014 - Apr 7, 2015 |
| #7 | -3.93% Sep 29, 2016 - Dec 19, 2018 | -3.71% May 4, 2012 - Jul 13, 2012 |
| #8 | -2.99% Nov 3, 2010 - Mar 16, 2011 | -3.55% Feb 18, 2025 - May 2, 2025 |
| #9 | -2.89% Feb 27, 2026 - May 19, 2026 | -3.07% Jan 9, 2026 - May 5, 2026 |
| #10 | -2.23% Apr 9, 2009 - May 18, 2009 | -2.66% Mar 3, 2023 - Apr 11, 2023 |
| #11 | -2.00% Apr 14, 2015 - Sep 18, 2015 | -2.39% Mar 3, 2011 - Apr 4, 2011 |
| #12 | -1.64% Sep 14, 2011 - Jan 13, 2012 | -2.04% May 22, 2013 - Oct 28, 2013 |
| #13 | -1.64% Feb 13, 2009 - Mar 13, 2009 | -1.66% Jul 22, 2024 - Aug 16, 2024 |
| #14 | -1.27% Oct 2, 2015 - Jan 13, 2016 | -1.57% Sep 17, 2019 - Dec 4, 2019 |
| #15 | -1.22% Jun 8, 2011 - Aug 2, 2011 | -1.52% Oct 17, 2012 - Dec 6, 2012 |
Correlation
Correlation between SPMB and BKLN is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
SPMB vs BKLN dividend yield comparison.
| Year | SPMB | BKLN |
|---|---|---|
| 2026 | 2.24% | 3.61% |
| 2025 | 3.98% | 6.95% |
| 2024 | 3.76% | 8.41% |
| 2023 | 3.21% | 8.59% |
| 2022 | 2.98% | 4.94% |
| 2021 | 2.59% | 3.11% |
| 2020 | 2.95% | 3.56% |
| 2019 | 3.24% | 4.86% |
| 2018 | 3.36% | 4.51% |
| 2017 | 3.13% | 3.50% |
| 2016 | 2.99% | 4.54% |
| 2015 | 3.05% | 4.12% |
| 2014 | 3.54% | 4.12% |
| 2013 | 0.97% | 4.40% |
| 2012 | 2.42% | 4.81% |
| 2011 | 3.88% | 3.39% |
| 2010 | 4.17% | 0.00% |
| 2009 | 3.53% | 0.00% |
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