SPTI vs. SPMB
Compare and contrast key facts about SPDR Portfolio Intermediate Term Treasury ETF (SPTI) and SPDR Portfolio Mortgage Backed Bond ETF (SPMB).
SPTI and SPMB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPTI is a passively managed fund by State Street that tracks the performance of the Bloomberg Barclays U.S. 3-10 Year Treasury Bond Index. It was launched on May 23, 2007. SPMB is a passively managed fund by State Street that tracks the performance of the Bloomberg US Aggregate Securitized - MBS. It was launched on Jan 15, 2009. Both SPTI and SPMB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPTI or SPMB.
Correlation
The correlation between SPTI and SPMB is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SPTI vs. SPMB - Performance Comparison
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Key characteristics
SPTI:
1.11
SPMB:
0.68
SPTI:
1.70
SPMB:
1.03
SPTI:
1.20
SPMB:
1.12
SPTI:
0.44
SPMB:
0.35
SPTI:
2.67
SPMB:
1.83
SPTI:
1.97%
SPMB:
2.29%
SPTI:
4.69%
SPMB:
6.08%
SPTI:
-16.12%
SPMB:
-18.03%
SPTI:
-6.43%
SPMB:
-7.04%
Returns By Period
In the year-to-date period, SPTI achieves a 2.59% return, which is significantly higher than SPMB's 1.09% return. Over the past 10 years, SPTI has outperformed SPMB with an annualized return of 1.19%, while SPMB has yielded a comparatively lower 0.82% annualized return.
SPTI
2.59%
-0.46%
2.47%
5.19%
1.28%
-1.14%
1.19%
SPMB
1.09%
-0.20%
1.08%
4.09%
0.85%
-1.30%
0.82%
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SPTI vs. SPMB - Expense Ratio Comparison
SPTI has a 0.06% expense ratio, which is higher than SPMB's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SPTI vs. SPMB — Risk-Adjusted Performance Rank
SPTI
SPMB
SPTI vs. SPMB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio Intermediate Term Treasury ETF (SPTI) and SPDR Portfolio Mortgage Backed Bond ETF (SPMB). 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.
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Dividends
SPTI vs. SPMB - Dividend Comparison
SPTI's dividend yield for the trailing twelve months is around 3.80%, less than SPMB's 3.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPTI SPDR Portfolio Intermediate Term Treasury ETF | 3.80% | 3.75% | 2.99% | 1.45% | 0.53% | 0.75% | 2.02% | 1.97% | 1.46% | 1.23% | 1.18% | 1.05% |
SPMB SPDR Portfolio Mortgage Backed Bond ETF | 3.84% | 3.76% | 3.21% | 2.98% | 2.59% | 2.95% | 3.24% | 3.36% | 3.13% | 2.99% | 3.05% | 3.54% |
Drawdowns
SPTI vs. SPMB - Drawdown Comparison
The maximum SPTI drawdown since its inception was -16.12%, smaller than the maximum SPMB drawdown of -18.03%. Use the drawdown chart below to compare losses from any high point for SPTI and SPMB. For additional features, visit the drawdowns tool.
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Volatility
SPTI vs. SPMB - Volatility Comparison
The current volatility for SPDR Portfolio Intermediate Term Treasury ETF (SPTI) is 1.42%, while SPDR Portfolio Mortgage Backed Bond ETF (SPMB) has a volatility of 1.86%. This indicates that SPTI experiences smaller price fluctuations and is considered to be less risky than SPMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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