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MBSX vs AOHY

Regan Fixed Rate MBS ETF vs Angel Oak High Yield Opportunities ETF

MBSX

Regan Fixed Rate MBS ETF

Annual cost

0.40%

Fund size

$17M

AOHY

Angel Oak High Yield Opportunities ETF

Annual cost

0.56%

Fund size

$123M

Key differences

Both MBSX and AOHY are fixed income ETFs. MBSX charges 0.40% a year and AOHY 0.56%. The main difference: MBSX costs 0.16% less per year.

  • MBSX costs 0.16% less per year.
  • AOHY is much larger than MBSX. Larger funds are usually more liquid and less likely to close.
  • AOHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MBSXAOHY
Annual cost (TER)0.40%0.56%
Fund size (AUM)$17M$123M
Since20252009
Dividend yield2.00%6.51%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+9.1%+6.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y54.71%3.19%
Max drawdown-27.57%-4.17%

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

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