VMBS vs SPSM
Comparison between VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND ETF SHARES (VMBS, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM, ETF).
5-Year PerformanceSPSM has outperformed VMBS, delivering a return of +8.0% compared to +0.4%
VMBS vs SPSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VMBS vs SPSM - Historical Returns
Returns include dividend reinvestment.
VMBS vs SPSM - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | VMBS | SPSM |
|---|---|---|
| 2026 | +0.58% | +21.96% |
| 2025 | +8.50% | +6.16% |
| 2024 | +2.27% | +9.09% |
| 2023 | +4.56% | +16.28% |
| 2022 | -11.51% | -17.04% |
| 2021 | -1.30% | +28.01% |
| 2020 | +3.66% | +11.63% |
| 2019 | +6.04% | +25.19% |
| 2018 | +0.95% | -12.00% |
| 2017 | +2.35% | +14.85% |
| 2016 | +1.28% | +24.71% |
| 2015 | +1.42% | -2.60% |
| 2014 | +5.91% | +6.28% |
| 2013 | -1.21% | +15.61% |
| 2012 | +2.35% | N/A |
| 2011 | +5.83% | N/A |
| 2010 | +5.12% | N/A |
| 2009 | -1.00% | N/A |
VMBS vs SPSM Drawdown Comparison
The maximum drawdown for VMBS was -17.47%, occurring on Oct 20, 2022. Recovery took 1201 trading sessions.
The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The current VMBS drawdown is -1.53%. The current SPSM drawdown is -2.05%.
| Rank | VMBS | SPSM |
|---|---|---|
| #1 | -17.47% Jan 5, 2021 - Oct 16, 2025 | -42.88% Jan 16, 2020 - Nov 17, 2020 |
| #2 | -5.08% Mar 9, 2020 - Mar 27, 2020 | -27.95% Nov 25, 2024 - Dec 11, 2025 |
| #3 | -4.00% Sep 26, 2012 - Mar 3, 2014 | -26.41% Aug 31, 2018 - Jan 16, 2020 |
| #4 | -3.26% Sep 27, 2016 - Aug 3, 2017 | -26.41% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -2.81% Sep 7, 2017 - Dec 28, 2018 | -25.40% Jun 23, 2015 - Nov 11, 2016 |
| #6 | -2.79% Nov 4, 2010 - Mar 16, 2011 | -12.78% Jul 1, 2014 - Dec 23, 2014 |
| #7 | -2.68% Feb 27, 2026 - May 19, 2026 | -10.08% Mar 4, 2014 - Jul 1, 2014 |
| #8 | -1.50% Apr 24, 2015 - Sep 17, 2015 | -9.88% Jun 8, 2021 - Nov 1, 2021 |
| #9 | -1.47% Nov 30, 2009 - Feb 4, 2010 | -9.27% Mar 12, 2021 - Jun 1, 2021 |
| #10 | -1.33% Mar 16, 2011 - Apr 18, 2011 | -9.12% Jan 23, 2018 - May 16, 2018 |
| #11 | -1.30% Sep 22, 2011 - Dec 7, 2011 | -9.08% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -1.13% Mar 23, 2010 - May 7, 2010 | -8.72% Feb 10, 2026 - Apr 14, 2026 |
| #13 | -1.01% Jun 8, 2011 - Jul 29, 2011 | -7.21% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -0.95% Aug 18, 2011 - Sep 22, 2011 | -6.49% Jul 25, 2017 - Sep 25, 2017 |
| #15 | -0.91% Oct 19, 2015 - Jan 7, 2016 | -5.12% Apr 15, 2015 - Jun 18, 2015 |
Correlation
Correlation between VMBS and SPSM is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2009 - 2026)
VMBS vs SPSM dividend yield comparison.
| Year | VMBS | SPSM |
|---|---|---|
| 2026 | 2.48% | 0.64% |
| 2025 | 4.20% | 1.62% |
| 2024 | 3.94% | 1.85% |
| 2023 | 3.31% | 1.61% |
| 2022 | 2.35% | 1.38% |
| 2021 | 1.02% | 1.40% |
| 2020 | 2.01% | 1.34% |
| 2019 | 2.77% | 1.58% |
| 2018 | 2.72% | 1.82% |
| 2017 | 2.16% | 1.51% |
| 2016 | 2.10% | 1.49% |
| 2015 | 2.12% | 2.37% |
| 2014 | 1.90% | 1.70% |
| 2013 | 0.99% | 0.68% |
| 2012 | 1.62% | 0.00% |
| 2011 | 2.65% | 0.00% |
| 2010 | 3.88% | 0.00% |
| 2009 | 0.20% | 0.00% |
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