Screener
DMBS vs SMBS
Mortgage ETF vs Schwab Mortgage-Backed Securities ETF
Key differences
Both DMBS and SMBS are fixed income ETFs. DMBS charges 0.39% a year and SMBS 0.03%. The main difference: DMBS follows a active selection strategy; SMBS uses index tracking.
- DMBS follows a active selection strategy; SMBS uses index tracking.
- SMBS costs 0.36% less per year.
- SMBS is much larger than DMBS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| DMBS | SMBS | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.03% |
| Fund size (AUM) | $690M | $6.4B |
| Since | 2023 | 2024 |
| Dividend yield | 5.04% | 5.14% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.5% | +6.4% |
| CAGR 3Y | +4.4% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.15 | N/A |
| Volatility 1Y | 4.12% | 4.11% |
| Max drawdown | -8.03% | -3.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.