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MBSF vs IMTG

Regan Floating Rate MBS ETF vs Invesco Agency MBS ETF

MBSF

Regan Floating Rate MBS ETF

Regan Capital, LLC

Annual cost

0.49%

Fund size

$201M

IMTG

Invesco Agency MBS ETF

Invesco

Annual cost

0.22%

Fund size

$15M

Key differences

  • IMTG costs 0.27% less per year.
  • MBSF is significantly larger than IMTG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

MBSFIMTG
Annual cost (TER)0.49%0.22%
Fund size (AUM)$201M$15M
Since20242026
Dividend yield4.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.2%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.00%
Max drawdown-0.97%-2.86%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MBSF and IMTG