Screener
JMBS vs SCMB
Janus Henderson Mortgage-Backed Securities ETF vs Schwab Municipal Bond ETF
Key differences
Both JMBS and SCMB are fixed income ETFs. JMBS charges 0.21% a year and SCMB 0.03%. The main difference: JMBS follows a active selection strategy; SCMB uses index tracking.
- JMBS follows a active selection strategy; SCMB uses index tracking.
- SCMB costs 0.18% less per year.
- Over the last three years, JMBS has delivered higher annualized returns.
Side-by-side comparison
| JMBS | SCMB | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.03% |
| Fund size (AUM) | $6.8B | $3.9B |
| Since | 2018 | 2022 |
| Dividend yield | 5.60% | 3.56% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.0% | +6.4% |
| CAGR 3Y | +4.8% | +3.3% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.21 | -0.05 |
| Volatility 1Y | 4.25% | 2.89% |
| Max drawdown | -16.68% | -6.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.