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JMTG vs PMBS
JPMorgan Mortgage-Backed Securities ETF vs PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
Key differences
- JMTG costs 0.47% less per year.
- JMTG is significantly larger than PMBS — larger funds tend to be more liquid and less likely to close.
- JMTG is classified as fixed income, while PMBS is alternative — different risk/return profiles.
- JMTG follows a index tracking strategy; PMBS uses tactical allocation.
Side-by-side comparison
| JMTG | PMBS | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.71% |
| Fund size (AUM) | $6.9B | $1.3B |
| Since | 2000 | 1997 |
| Dividend yield | 3.84% | 4.98% |
| Asset class | fixed income | alternative |
| Region | north america | — |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | N/A | +8.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 4.26% |
| Max drawdown | -2.78% | -4.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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