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IMTG vs MBSF

Invesco Agency MBS ETF vs Regan Floating Rate MBS ETF

IMTG

Invesco Agency MBS ETF

Invesco

Annual cost

0.22%

Fund size

$15M

MBSF

Regan Floating Rate MBS ETF

Regan Capital, LLC

Annual cost

0.49%

Fund size

$201M

Key differences

  • IMTG costs 0.27% less per year.
  • MBSF is significantly larger than IMTG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IMTGMBSF
Annual cost (TER)0.22%0.49%
Fund size (AUM)$15M$201M
Since20262024
Dividend yield4.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+5.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.00%
Max drawdown-2.86%-0.97%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IMTG and MBSF