Screener
MBSX vs DMBS
Regan Fixed Rate MBS ETF vs Mortgage ETF
Key differences
Both MBSX and DMBS are fixed income ETFs. MBSX charges 0.40% a year and DMBS 0.39%. The main difference: DMBS is much larger than MBSX. Larger funds are usually more liquid and less likely to close.
- DMBS is much larger than MBSX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MBSX | DMBS | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.39% |
| Fund size (AUM) | $17M | $690M |
| Since | 2025 | 2023 |
| Dividend yield | 2.00% | 5.04% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +9.1% | +6.4% |
| CAGR 3Y | N/A | +4.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.19 |
| Volatility 1Y | 54.71% | 4.12% |
| Max drawdown | -27.57% | -8.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.