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AOHY vs MBS

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

AOHY

Angel Oak High Yield Opportunities ETF

Annual cost

0.56%

Fund size

$123M

MBS

Angel Oak Mortgage-Backed Securities ETF

Annual cost

0.49%

Fund size

$147M

Key differences

Both AOHY and MBS are fixed income ETFs. AOHY charges 0.56% a year and MBS 0.49%. The main difference: MBS costs 0.07% less per year.

  • MBS costs 0.07% less per year.
  • AOHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AOHYMBS
Annual cost (TER)0.56%0.49%
Fund size (AUM)$123M$147M
Since20092021
Dividend yield6.51%5.61%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.9%+6.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.19%2.81%
Max drawdown-4.17%-4.09%

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

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