SPMB vs ESGE
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF) and ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF).
5-Year PerformanceESGE has outperformed SPMB, delivering a return of +6.5% compared to +0.4%
SPMB vs ESGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPMB vs ESGE - Historical Returns
Returns include dividend reinvestment.
SPMB vs ESGE - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SPMB | ESGE |
|---|---|---|
| 2026 | +1.03% | +20.44% |
| 2025 | +8.33% | +36.02% |
| 2024 | +1.95% | +8.19% |
| 2023 | +4.47% | +8.71% |
| 2022 | -11.74% | -22.85% |
| 2021 | -1.46% | -3.53% |
| 2020 | +3.99% | +16.63% |
| 2019 | +5.91% | +20.03% |
| 2018 | +1.08% | -16.97% |
| 2017 | +2.02% | +38.88% |
| 2016 | +1.15% | -0.73% |
| 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 ESGE Drawdown Comparison
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The current SPMB drawdown is -1.18%. The current ESGE drawdown is -3.53%.
| Rank | SPMB | ESGE |
|---|---|---|
| #1 | -18.03% Feb 2, 2021 - Jan 9, 2026 | -41.04% Feb 17, 2021 - Sep 11, 2025 |
| #2 | -12.60% Mar 6, 2020 - Mar 30, 2020 | -36.60% Jan 26, 2018 - Nov 5, 2020 |
| #3 | -5.04% Nov 5, 2009 - Jun 14, 2010 | -13.90% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -4.95% Sep 11, 2009 - Nov 5, 2009 | -9.86% Sep 7, 2016 - Feb 10, 2017 |
| #5 | -4.53% Sep 26, 2012 - May 1, 2014 | -8.66% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -4.43% May 18, 2009 - Sep 11, 2009 | -5.49% Jan 21, 2021 - Feb 9, 2021 |
| #7 | -3.93% Sep 29, 2016 - Dec 19, 2018 | -5.46% May 8, 2026 - May 26, 2026 |
| #8 | -2.99% Nov 3, 2010 - Mar 16, 2011 | -4.97% Nov 22, 2017 - Dec 29, 2017 |
| #9 | -2.89% Feb 27, 2026 - May 19, 2026 | -4.75% Oct 29, 2025 - Jan 2, 2026 |
| #10 | -2.23% Apr 9, 2009 - May 18, 2009 | -4.72% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -2.00% Apr 14, 2015 - Sep 18, 2015 | -3.63% Jan 28, 2026 - Feb 10, 2026 |
| #12 | -1.64% Sep 14, 2011 - Jan 13, 2012 | -2.99% May 16, 2017 - May 26, 2017 |
| #13 | -1.64% Feb 13, 2009 - Mar 13, 2009 | -2.97% Sep 19, 2017 - Oct 5, 2017 |
| #14 | -1.27% Oct 2, 2015 - Jan 13, 2016 | -2.91% Aug 8, 2017 - Aug 22, 2017 |
| #15 | -1.22% Jun 8, 2011 - Aug 2, 2011 | -2.69% Nov 27, 2020 - Dec 3, 2020 |
Correlation
Correlation between SPMB and ESGE is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2009 - 2026)
SPMB vs ESGE dividend yield comparison.
| Year | SPMB | ESGE |
|---|---|---|
| 2026 | 1.58% | 0.00% |
| 2025 | 3.98% | 2.50% |
| 2024 | 3.76% | 2.41% |
| 2023 | 3.21% | 2.65% |
| 2022 | 2.98% | 2.68% |
| 2021 | 2.59% | 2.66% |
| 2020 | 2.95% | 1.31% |
| 2019 | 3.24% | 2.59% |
| 2018 | 3.36% | 2.19% |
| 2017 | 3.13% | 1.86% |
| 2016 | 2.99% | 0.27% |
| 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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