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MBBA vs PMBS
iShares Mortgage-Backed Securities Active ETF vs PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
Key differences
- MBBA costs 0.46% less per year.
- PMBS is significantly larger than MBBA — larger funds tend to be more liquid and less likely to close.
- MBBA is classified as fixed income, while PMBS is alternative — different risk/return profiles.
- MBBA follows a index tracking strategy; PMBS uses tactical allocation.
Side-by-side comparison
| MBBA | PMBS | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.71% |
| Fund size (AUM) | $125M | $1.3B |
| Since | 1998 | 1997 |
| Dividend yield | 3.98% | 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 | -2.83% | -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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