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MBBA vs REM
iShares Mortgage-Backed Securities Active ETF vs iShares Mortgage Real Estate Capped ETF
Key differences
- MBBA costs 0.23% less per year.
- REM is significantly larger than MBBA — larger funds tend to be more liquid and less likely to close.
- MBBA is classified as fixed income, while REM is equity — different risk/return profiles.
- MBBA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MBBA | REM | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.48% |
| Fund size (AUM) | $125M | $580M |
| Since | 1998 | 2007 |
| Dividend yield | 3.98% | 8.60% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +15.8% |
| CAGR 3Y | N/A | +10.6% |
| CAGR 5Y | N/A | -1.5% |
| Sharpe 3Y | N/A | 0.42 |
| Volatility 1Y | — | 16.89% |
| Max drawdown | -2.83% | -68.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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