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DMBS vs MBSF

Mortgage ETF vs Regan Floating Rate MBS ETF

DMBS

Mortgage ETF

Annual cost

0.39%

Fund size

$690M

MBSF

Regan Floating Rate MBS ETF

Annual cost

0.49%

Fund size

$217M

Key differences

Both DMBS and MBSF are fixed income ETFs. DMBS charges 0.39% a year and MBSF 0.49%. The main difference: DMBS costs 0.10% less per year.

  • DMBS costs 0.10% less per year.
  • DMBS is much larger than MBSF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DMBSMBSF
Annual cost (TER)0.39%0.49%
Fund size (AUM)$690M$217M
Since20232024
Dividend yield5.04%4.50%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.4%+5.9%
CAGR 3Y+4.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.19N/A
Volatility 1Y4.12%2.99%
Max drawdown-8.03%-0.97%

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

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