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GUMI vs MBSF

Goldman Sachs Ultra Short Municipal Income ETF vs Regan Floating Rate MBS ETF

GUMI

Goldman Sachs Ultra Short Municipal Income ETF

Annual cost

0.16%

Fund size

$40M

MBSF

Regan Floating Rate MBS ETF

Annual cost

0.49%

Fund size

$217M

Key differences

Both GUMI and MBSF are fixed income ETFs. GUMI charges 0.16% a year and MBSF 0.49%. The main difference: GUMI costs 0.33% less per year.

  • GUMI costs 0.33% less per year.
  • MBSF is much larger than GUMI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

GUMIMBSF
Annual cost (TER)0.16%0.49%
Fund size (AUM)$40M$217M
Since20242024
Dividend yield2.80%4.50%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.2%+5.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.09%2.99%
Max drawdown-0.48%-0.97%

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

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