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AOHY vs JMBS

Angel Oak High Yield Opportunities ETF vs Janus Henderson Mortgage-Backed Securities ETF

AOHY

Angel Oak High Yield Opportunities ETF

Annual cost

0.56%

Fund size

$123M

JMBS

Janus Henderson Mortgage-Backed Securities ETF

Annual cost

0.21%

Fund size

$6.8B

Key differences

Both AOHY and JMBS are fixed income ETFs. AOHY charges 0.56% a year and JMBS 0.21%. The main difference: JMBS costs 0.35% less per year.

  • JMBS costs 0.35% less per year.
  • JMBS is much larger than AOHY. Larger funds are usually more liquid and less likely to close.
  • AOHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AOHYJMBS
Annual cost (TER)0.56%0.21%
Fund size (AUM)$123M$6.8B
Since20092018
Dividend yield6.51%5.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.9%+7.0%
CAGR 3YN/A+4.8%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.21
Volatility 1Y3.19%4.25%
Max drawdown-4.17%-16.68%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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