PortfoliosLab logoPortfoliosLab logo
SPMB vs. NSCI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPMB vs. NSCI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio Mortgage Backed Bond ETF (SPMB) and Nuveen Securitized Income ETF (NSCI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SPMB achieves a 0.88% return, which is significantly lower than NSCI's 1.92% return.


SPMB

1D
0.11%
1M
0.77%
YTD
0.88%
6M
0.94%
1Y
5.90%
3Y*
4.31%
5Y*
0.41%
10Y*
1.29%

NSCI

1D
-0.06%
1M
0.41%
YTD
1.92%
6M
2.13%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPMB vs. NSCI - Yearly Performance Comparison


Correlation

The correlation between SPMB and NSCI is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 24, 2025

0.48

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SPMB vs. NSCI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPMB
SPMB Risk / Return Rank: 4242
Overall Rank
SPMB Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
SPMB Sortino Ratio Rank: 4444
Sortino Ratio Rank
SPMB Omega Ratio Rank: 4141
Omega Ratio Rank
SPMB Calmar Ratio Rank: 4343
Calmar Ratio Rank
SPMB Martin Ratio Rank: 4141
Martin Ratio Rank

NSCI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPMB vs. NSCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio Mortgage Backed Bond ETF (SPMB) and Nuveen Securitized Income ETF (NSCI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SPMBNSCIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

2.05

Martin ratioReturn relative to average drawdown

6.35

SPMB vs. NSCI - Sharpe Ratio Comparison


Loading charts...

Drawdowns

SPMB vs. NSCI - Drawdown Comparison

The maximum SPMB drawdown since its inception was -18.03%, which is greater than NSCI's maximum drawdown of -1.10%. Use the drawdown chart below to compare losses from any high point for SPMB and NSCI.


Loading charts...

Drawdown Indicators


SPMBNSCIDifference

Max Drawdown

Largest peak-to-trough decline

-18.03%

-1.10%

-16.93%

Max Drawdown (1Y)

Largest decline over 1 year

-2.89%

Max Drawdown (3Y)

Largest decline over 3 years

-7.66%

Max Drawdown (5Y)

Largest decline over 5 years

-17.49%

Max Drawdown (10Y)

Largest decline over 10 years

-18.03%

Current Drawdown

Current decline from peak

-1.23%

-0.16%

-1.07%

Average Drawdown

Average peak-to-trough decline

-2.85%

-0.18%

-2.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.93%

Volatility

SPMB vs. NSCI - Volatility Comparison


Loading charts...

Volatility by Period


SPMBNSCIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.23%

Volatility (6M)

Calculated over the trailing 6-month period

3.17%

Volatility (1Y)

Calculated over the trailing 1-year period

4.23%

1.30%

+2.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.79%

1.30%

+5.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.61%

1.30%

+6.31%

SPMB vs. NSCI - Expense Ratio Comparison

SPMB has a 0.04% expense ratio, which is lower than NSCI's 0.38% expense ratio.


Dividends

SPMB vs. NSCI - Dividend Comparison

SPMB's dividend yield for the trailing twelve months is around 4.07%, more than NSCI's 3.04% yield.


PositionTTM20252024202320222021202020192018201720162015
NSCI
Nuveen Securitized Income ETF
3.04%1.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
4.07%3.98%3.76%3.21%2.98%2.59%2.95%3.24%3.36%3.13%2.99%3.05%

Frequently Asked Questions


SPMB and NSCI have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPMB is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPMB is cheaper with a 0.04% expense ratio, compared with 0.38% for NSCI.

SPMB has the higher dividend yield at 4.07%, compared with 3.04% for NSCI.

They also come from different issuers: State Street and Nuveen. Their fees differ too: 0.04% for SPMB and 0.38% for NSCI.

Portfolio Optimizer

Find the right allocation for SPMB and NSCI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer