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BOND vs PMBS
PIMCO Active Bond Exchange-Traded Fund vs PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
Key differences
- BOND costs 0.17% less per year.
- BOND is significantly larger than PMBS — larger funds tend to be more liquid and less likely to close.
- BOND is classified as fixed income, while PMBS is alternative — different risk/return profiles.
- BOND follows a active selection strategy; PMBS uses tactical allocation.
- PMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BOND | PMBS | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.71% |
| Fund size (AUM) | $7.9B | $1.3B |
| Since | 2012 | 1997 |
| Dividend yield | 5.17% | 4.98% |
| Asset class | fixed income | alternative |
| Region | north america | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +7.1% | +8.2% |
| CAGR 3Y | +4.7% | N/A |
| CAGR 5Y | +0.5% | N/A |
| Sharpe 3Y | 0.23 | N/A |
| Volatility 1Y | 4.00% | 4.26% |
| Max drawdown | -19.71% | -4.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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