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MBS vs MBBA

Angel Oak Mortgage-Backed Securities ETF vs iShares Mortgage-Backed Securities Active ETF

MBS

Angel Oak Mortgage-Backed Securities ETF

Annual cost

0.49%

Fund size

$147M

MBBA

iShares Mortgage-Backed Securities Active ETF

Annual cost

0.25%

Fund size

$125M

Key differences

Both MBS and MBBA are fixed income ETFs. MBS charges 0.49% a year and MBBA 0.25%. The main difference: MBBA costs 0.24% less per year.

  • MBBA costs 0.24% less per year.
  • MBBA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MBSMBBA
Annual cost (TER)0.49%0.25%
Fund size (AUM)$147M$125M
Since20211998
Dividend yield5.61%4.05%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.6%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.81%
Max drawdown-4.09%-2.83%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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