Screener
JMBS vs CARY
Janus Henderson Mortgage-Backed Securities ETF vs Angel Oak Income ETF
Key differences
Both JMBS and CARY are fixed income ETFs. JMBS charges 0.21% a year and CARY 0.79%. The main difference: JMBS costs 0.58% less per year.
- JMBS costs 0.58% less per year.
- JMBS is much larger than CARY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CARY has delivered higher annualized returns.
Side-by-side comparison
| JMBS | CARY | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.79% |
| Fund size (AUM) | $6.8B | $1.2B |
| Since | 2018 | 2022 |
| Dividend yield | 5.60% | 5.68% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +6.1% |
| CAGR 3Y | +4.8% | +7.4% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.21 | 1.30 |
| Volatility 1Y | 4.25% | 1.95% |
| Max drawdown | -16.68% | -1.69% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.