SPMB vs DFSD
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).
5-Year PerformanceDFSD has outperformed SPMB, delivering a return of +2.5% compared to +0.2%
SPMB vs DFSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPMB vs DFSD - Historical Returns
Returns include dividend reinvestment.
SPMB vs DFSD - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SPMB | DFSD |
|---|---|---|
| 2026 | +0.27% | +1.03% |
| 2025 | +8.33% | +6.52% |
| 2024 | +1.95% | +4.53% |
| 2023 | +4.47% | +6.02% |
| 2022 | -11.74% | -5.69% |
| 2021 | -1.46% | -0.02% |
| 2020 | +3.99% | N/A |
| 2019 | +5.91% | N/A |
| 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 DFSD Drawdown Comparison
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The current SPMB drawdown is -1.93%. The current DFSD drawdown is -0.14%.
| Rank | SPMB | DFSD |
|---|---|---|
| #1 | -18.03% Feb 2, 2021 - Jan 9, 2026 | -8.45% Nov 18, 2021 - Feb 1, 2024 |
| #2 | -12.60% Mar 6, 2020 - Mar 30, 2020 | -1.47% Feb 27, 2026 - Jun 26, 2026 |
| #3 | -5.04% Nov 5, 2009 - Jun 14, 2010 | -1.34% Apr 3, 2025 - Apr 28, 2025 |
| #4 | -4.95% Sep 11, 2009 - Nov 5, 2009 | -0.67% Oct 1, 2024 - Nov 29, 2024 |
| #5 | -4.53% Sep 26, 2012 - May 1, 2014 | -0.67% Dec 6, 2024 - Jan 27, 2025 |
| #6 | -4.43% May 18, 2009 - Sep 11, 2009 | -0.62% Jun 26, 2026 - Aug 13, 2026 |
| #7 | -3.93% Sep 29, 2016 - Dec 19, 2018 | -0.52% Apr 30, 2025 - May 27, 2025 |
| #8 | -2.99% Nov 3, 2010 - Mar 16, 2011 | -0.50% Mar 27, 2024 - May 3, 2024 |
| #9 | -2.89% Feb 27, 2026 - May 19, 2026 | -0.42% Feb 1, 2024 - Mar 5, 2024 |
| #10 | -2.23% Apr 9, 2009 - May 18, 2009 | -0.42% Feb 5, 2025 - Feb 21, 2025 |
| #11 | -2.00% Apr 14, 2015 - Sep 18, 2015 | -0.40% Jun 4, 2025 - Jun 12, 2025 |
| #12 | -1.64% Sep 14, 2011 - Jan 13, 2012 | -0.37% Oct 22, 2025 - Nov 21, 2025 |
| #13 | -1.64% Feb 13, 2009 - Mar 13, 2009 | -0.35% Nov 26, 2025 - Dec 16, 2025 |
| #14 | -1.27% Oct 2, 2015 - Jan 13, 2016 | -0.34% Mar 3, 2025 - Mar 19, 2025 |
| #15 | -1.22% Jun 8, 2011 - Aug 2, 2011 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
Correlation
Correlation between SPMB and DFSD is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
SPMB vs DFSD dividend yield comparison.
| Year | SPMB | DFSD |
|---|---|---|
| 2026 | 2.25% | 2.45% |
| 2025 | 3.98% | 4.12% |
| 2024 | 3.76% | 4.81% |
| 2023 | 3.21% | 3.89% |
| 2022 | 2.98% | 2.12% |
| 2021 | 2.59% | 0.11% |
| 2020 | 2.95% | 0.00% |
| 2019 | 3.24% | 0.00% |
| 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% |
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