Screener
DMBS vs JMTG
Mortgage ETF vs JPMorgan Mortgage-Backed Securities ETF
Key differences
Both DMBS and JMTG are fixed income ETFs. DMBS charges 0.39% a year and JMTG 0.24%. The main difference: DMBS follows a active selection strategy; JMTG uses index tracking.
- DMBS follows a active selection strategy; JMTG uses index tracking.
- JMTG costs 0.15% less per year.
- JMTG is much larger than DMBS. Larger funds are usually more liquid and less likely to close.
- JMTG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DMBS | JMTG | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.24% |
| Fund size (AUM) | $690M | $6.9B |
| Since | 2023 | 2000 |
| Dividend yield | 5.04% | 3.85% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.5% | N/A |
| CAGR 3Y | +4.4% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.15 | N/A |
| Volatility 1Y | 4.12% | — |
| Max drawdown | -8.03% | -2.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.