SPMB vs QQQ
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF) and Invesco QQQ Trust Series 1 (QQQ, ETF).
5-Year PerformanceQQQ has outperformed SPMB, delivering a return of +16.7% compared to +0.2%
SPMB vs QQQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPMB
$6.90B
Winner
QQQ
$440B
Expense Ratio
Winner
SPMB
0.04%
QQQ
0.18%
Max Drawdown
Winner
SPMB
28.46%
QQQ
82.97%
Sharpe Ratio
SPMB
0.50
Winner
QQQ
1.62
5Y Beta
Winner
SPMB
0.03
QQQ
1.23
P/E Ratio
SPMB
N/A
QQQ
38.69
Forward P/E
SPMB
N/A
QQQ
25.83
PEG Ratio
SPMB
N/A
QQQ
0.33
5Y Dividends CAGR
SPMB
4.15%
Winner
QQQ
10.60%
5Y EPS CAGR
SPMB
N/A
QQQ
30.80%
Debt to Equity
SPMB
N/A
QQQ
35.72%
P/S Ratio
SPMB
N/A
QQQ
6.07
P/B Ratio
SPMB
N/A
QQQ
9.39
SPMB vs QQQ - Historical Returns
Returns include dividend reinvestment.
1M
SPMB
-0.23%
Winner
QQQ
+3.44%
3M
SPMB
-1.02%
Winner
QQQ
+15.93%
6M
SPMB
+0.54%
Winner
QQQ
+13.01%
1Y
SPMB
+6.01%
Winner
QQQ
+35.00%
5Y(CAGR)
SPMB
+0.22%
Winner
QQQ
+16.70%
10Y(CAGR)
SPMB
+1.22%
Winner
QQQ
+21.25%
Max(CAGR)
SPMB
+2.29%
Winner
QQQ
+10.05%
SPMB vs QQQ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPMB | QQQ |
|---|---|---|
| 2026 | +0.31% | +15.14% |
| 2025 | +8.33% | +21.00% |
| 2024 | +1.95% | +27.74% |
| 2023 | +4.47% | +55.91% |
| 2022 | -11.74% | -33.22% |
| 2021 | -1.46% | +29.25% |
| 2020 | +3.99% | +46.18% |
| 2019 | +5.91% | +38.40% |
| 2018 | +1.08% | -1.84% |
| 2017 | +2.02% | +31.49% |
| 2016 | +1.15% | +9.41% |
| 2015 | +2.04% | +9.78% |
| 2014 | +5.77% | +20.12% |
| 2013 | -2.04% | +32.43% |
| 2012 | +2.08% | +15.89% |
| 2011 | +6.23% | +1.79% |
| 2010 | +5.17% | +18.18% |
| 2009 | +5.27% | +48.26% |
| 2008 | N/A | -40.84% |
| 2007 | N/A | +18.80% |
| 2006 | N/A | +4.81% |
| 2005 | N/A | +2.65% |
| 2004 | N/A | +10.83% |
| 2003 | N/A | +43.60% |
| 2002 | N/A | -39.24% |
| 2001 | N/A | -27.19% |
| 2000 | N/A | -38.39% |
| 1999 | N/A | +39.76% |
SPMB vs QQQ Drawdown Comparison
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The maximum drawdown for QQQ was -82.97%, occurring on Oct 9, 2002. Recovery took 3748 trading sessions.
The current SPMB drawdown is -1.89%. The current QQQ drawdown is -5.51%.
| Rank | SPMB | QQQ |
|---|---|---|
| #1 | -18.03% Feb 2, 2021 - Jan 9, 2026 | -82.97% Mar 27, 2000 - Feb 20, 2015 |
| #2 | -12.60% Mar 6, 2020 - Mar 30, 2020 | -35.12% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -5.04% Nov 5, 2009 - Jun 14, 2010 | -28.56% Feb 19, 2020 - Jun 3, 2020 |
| #4 | -4.95% Sep 11, 2009 - Nov 5, 2009 | -22.79% Aug 29, 2018 - Apr 12, 2019 |
| #5 | -4.53% Sep 26, 2012 - May 1, 2014 | -22.77% Feb 19, 2025 - Jun 24, 2025 |
| #6 | -4.43% May 18, 2009 - Sep 11, 2009 | -16.10% Dec 1, 2015 - Jul 27, 2016 |
| #7 | -3.93% Sep 29, 2016 - Dec 19, 2018 | -15.46% Jan 3, 2000 - Jan 19, 2000 |
| #8 | -2.99% Nov 3, 2010 - Mar 16, 2011 | -13.94% Jul 20, 2015 - Oct 28, 2015 |
| #9 | -2.89% Feb 27, 2026 - May 19, 2026 | -13.56% Jul 10, 2024 - Nov 6, 2024 |
| #10 | -2.23% Apr 9, 2009 - May 18, 2009 | -12.62% Sep 2, 2020 - Dec 1, 2020 |
| #11 | -2.00% Apr 14, 2015 - Sep 18, 2015 | -11.97% Oct 29, 2025 - Apr 15, 2026 |
| #12 | -1.64% Sep 14, 2011 - Jan 13, 2012 | -10.98% May 3, 2019 - Jul 3, 2019 |
| #13 | -1.64% Feb 13, 2009 - Mar 13, 2009 | -10.85% Feb 12, 2021 - Apr 9, 2021 |
| #14 | -1.27% Oct 2, 2015 - Jan 13, 2016 | -10.65% Jan 21, 2000 - Feb 3, 2000 |
| #15 | -1.22% Jun 8, 2011 - Aug 2, 2011 | -10.52% Mar 9, 2000 - Mar 23, 2000 |
Correlation
Correlation between SPMB and QQQ is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2003 - 2026)
SPMB vs QQQ dividend yield comparison.
| Year | SPMB | QQQ |
|---|---|---|
| 2026 | 1.59% | 0.10% |
| 2025 | 3.98% | 0.45% |
| 2024 | 3.76% | 0.56% |
| 2023 | 3.21% | 0.62% |
| 2022 | 2.98% | 0.80% |
| 2021 | 2.59% | 0.43% |
| 2020 | 2.95% | 0.55% |
| 2019 | 3.24% | 0.74% |
| 2018 | 3.36% | 0.91% |
| 2017 | 3.13% | 0.84% |
| 2016 | 2.99% | 1.06% |
| 2015 | 3.05% | 0.99% |
| 2014 | 3.54% | 1.41% |
| 2013 | 0.97% | 1.02% |
| 2012 | 2.42% | 1.26% |
| 2011 | 3.88% | 0.83% |
| 2010 | 4.17% | 0.66% |
| 2009 | 3.53% | 0.46% |
| 2008 | 0.00% | 0.47% |
| 2007 | 0.00% | 0.28% |
| 2006 | 0.00% | 0.31% |
| 2005 | 0.00% | 0.34% |
| 2004 | 0.00% | 0.95% |
| 2003 | 0.00% | 0.04% |
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