Screener
JMBS vs MBB
Janus Henderson Mortgage-Backed Securities ETF vs iShares MBS ETF
Key differences
Both JMBS and MBB are fixed income ETFs. JMBS charges 0.21% a year and MBB 0.04%. The main difference: JMBS follows a active selection strategy; MBB uses index tracking.
- JMBS follows a active selection strategy; MBB uses index tracking.
- MBB costs 0.17% less per year.
- MBB is much larger than JMBS. Larger funds are usually more liquid and less likely to close.
- MBB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JMBS | MBB | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.04% |
| Fund size (AUM) | $6.8B | $38.7B |
| Since | 2018 | 2007 |
| Dividend yield | 5.60% | 4.24% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.0% | +6.3% |
| CAGR 3Y | +4.8% | +4.5% |
| CAGR 5Y | +0.7% | +0.4% |
| Sharpe 3Y | 0.21 | 0.17 |
| Volatility 1Y | 4.25% | 4.46% |
| Max drawdown | -16.68% | -17.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.