Screener
MBBA vs USRT
iShares Mortgage-Backed Securities Active ETF vs iShares Core U.S. REIT ETF
Key differences
- USRT costs 0.17% less per year.
- USRT is significantly larger than MBBA — larger funds tend to be more liquid and less likely to close.
- MBBA is classified as fixed income, while USRT 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 | USRT | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.08% |
| Fund size (AUM) | $125M | $3.8B |
| Since | 1998 | 2007 |
| Dividend yield | 3.98% | 2.65% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +21.7% |
| CAGR 3Y | N/A | +13.5% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | N/A | 0.62 |
| Volatility 1Y | — | 13.24% |
| Max drawdown | -2.83% | -44.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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