Screener
JMBS vs MBS
Janus Henderson Mortgage-Backed Securities ETF vs Angel Oak Mortgage-Backed Securities ETF
Key differences
Both JMBS and MBS are fixed income ETFs. JMBS charges 0.21% a year and MBS 0.49%. The main difference: JMBS costs 0.28% less per year.
- JMBS costs 0.28% less per year.
- JMBS is much larger than MBS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| JMBS | MBS | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.49% |
| Fund size (AUM) | $6.8B | $147M |
| Since | 2018 | 2021 |
| Dividend yield | 5.60% | 5.61% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +6.6% |
| CAGR 3Y | +4.8% | N/A |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.21 | N/A |
| Volatility 1Y | 4.25% | 2.81% |
| Max drawdown | -16.68% | -4.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.