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DMBS vs MEAR

Mortgage ETF vs iShares Short Maturity Municipal Bond Active ETF

DMBS

Mortgage ETF

Annual cost

0.39%

Fund size

$690M

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

Key differences

Both DMBS and MEAR are fixed income ETFs. DMBS charges 0.39% a year and MEAR 0.26%. The main difference: MEAR costs 0.13% less per year.

  • MEAR costs 0.13% less per year.
  • Over the last three years, DMBS has delivered higher annualized returns.
  • MEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DMBSMEAR
Annual cost (TER)0.39%0.26%
Fund size (AUM)$690M$1.4B
Since20232015
Dividend yield5.04%2.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.4%+3.2%
CAGR 3Y+4.7%+3.5%
CAGR 5YN/A+2.4%
Sharpe 3Y0.19-0.08
Volatility 1Y4.12%0.86%
Max drawdown-8.03%-2.68%

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

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