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DMBS vs IMTG

Mortgage ETF vs Invesco Agency MBS ETF

DMBS

Mortgage ETF

Annual cost

0.39%

Fund size

$690M

IMTG

Invesco Agency MBS ETF

Annual cost

0.22%

Fund size

$15M

Key differences

Both DMBS and IMTG are fixed income ETFs. DMBS charges 0.39% a year and IMTG 0.22%. The main difference: IMTG costs 0.17% less per year.

  • IMTG costs 0.17% less per year.
  • DMBS is much larger than IMTG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DMBSIMTG
Annual cost (TER)0.39%0.22%
Fund size (AUM)$690M$15M
Since20232026
Dividend yield5.04%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.4%N/A
CAGR 3Y+4.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.19N/A
Volatility 1Y4.12%
Max drawdown-8.03%-2.86%

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

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