SPMB vs SHLD
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF) and GLOBAL X DEFENSE TECH ETF (SHLD, ETF).
SPMB vs SHLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPMB
$7B
SHLD
$7B
Expense Ratio
Winner
SPMB
0.04%
SHLD
0.50%
Max Drawdown
SPMB
28.46%
Winner
SHLD
25.40%
Sharpe Ratio
SPMB
0.00
Winner
SHLD
0.32
5Y Beta
Winner
SPMB
0.04
SHLD
0.68
P/E Ratio
SPMB
N/A
SHLD
32.58
Forward P/E
SPMB
N/A
SHLD
24.81
PEG Ratio
SPMB
N/A
SHLD
0.95
5Y Dividends CAGR
SPMB
3.41%
SHLD
N/A
5Y EPS CAGR
SPMB
N/A
SHLD
5.04%
Debt to Equity
SPMB
N/A
SHLD
60.56%
P/S Ratio
SPMB
N/A
SHLD
2.35
P/B Ratio
SPMB
N/A
SHLD
4.71
SPMB vs SHLD - Historical Returns
Returns include dividend reinvestment.
1M
SPMB
-0.13%
Winner
SHLD
+8.23%
3M
SPMB
-0.26%
Winner
SHLD
+5.08%
6M
Winner
SPMB
-0.31%
SHLD
-4.94%
1Y
SPMB
+3.93%
Winner
SHLD
+11.20%
5Y(CAGR)
SPMB
+0.22%
SHLD
N/A
10Y(CAGR)
SPMB
+1.17%
SHLD
N/A
Max(CAGR)
SPMB
+2.28%
Winner
SHLD
+43.30%
SPMB vs SHLD - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SPMB | SHLD |
|---|---|---|
| 2026 | +0.59% | +4.26% |
| 2025 | +8.33% | +74.68% |
| 2024 | +1.95% | +35.09% |
| 2023 | +4.47% | +12.89% |
| 2022 | -11.74% | N/A |
| 2021 | -1.46% | N/A |
| 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 SHLD Drawdown Comparison
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The maximum drawdown for SHLD was -25.40%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The current SPMB drawdown is -1.62%. The current SHLD drawdown is -11.23%.
| Rank | SPMB | SHLD |
|---|---|---|
| #1 | -18.03% Feb 2, 2021 - Jan 9, 2026 | -25.40% Mar 9, 2026 - Jun 25, 2026 |
| #2 | -12.60% Mar 6, 2020 - Mar 30, 2020 | -15.06% Oct 8, 2025 - Jan 8, 2026 |
| #3 | -5.04% Nov 5, 2009 - Jun 14, 2010 | -10.92% Nov 11, 2024 - Feb 18, 2025 |
| #4 | -4.95% Sep 11, 2009 - Nov 5, 2009 | -10.53% Mar 18, 2025 - Apr 11, 2025 |
| #5 | -4.53% Sep 26, 2012 - May 1, 2014 | -8.91% Jan 16, 2026 - Mar 9, 2026 |
| #6 | -4.43% May 18, 2009 - Sep 11, 2009 | -5.42% Sep 18, 2023 - Oct 9, 2023 |
| #7 | -3.93% Sep 29, 2016 - Dec 19, 2018 | -5.39% Aug 6, 2025 - Sep 10, 2025 |
| #8 | -2.99% Nov 3, 2010 - Mar 16, 2011 | -4.96% Apr 8, 2024 - May 9, 2024 |
| #9 | -2.89% Feb 27, 2026 - May 19, 2026 | -4.52% Aug 30, 2024 - Oct 1, 2024 |
| #10 | -2.23% Apr 9, 2009 - May 18, 2009 | -4.49% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -2.00% Apr 14, 2015 - Sep 18, 2015 | -4.17% May 31, 2024 - Jul 15, 2024 |
| #12 | -1.64% Sep 14, 2011 - Jan 13, 2012 | -3.79% Feb 18, 2025 - Mar 3, 2025 |
| #13 | -1.64% Feb 13, 2009 - Mar 13, 2009 | -3.62% May 8, 2025 - May 16, 2025 |
| #14 | -1.27% Oct 2, 2015 - Jan 13, 2016 | -3.55% Jul 31, 2024 - Aug 9, 2024 |
| #15 | -1.22% Jun 8, 2011 - Aug 2, 2011 | -3.15% Oct 16, 2023 - Nov 2, 2023 |
Correlation
Correlation between SPMB and SHLD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2009 - 2026)
SPMB vs SHLD dividend yield comparison.
| Year | SPMB | SHLD |
|---|---|---|
| 2026 | 2.24% | 0.27% |
| 2025 | 3.98% | 0.55% |
| 2024 | 3.76% | 0.53% |
| 2023 | 3.21% | 0.26% |
| 2022 | 2.98% | 0.00% |
| 2021 | 2.59% | 0.00% |
| 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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