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MBSX vs MBSF

Regan Fixed Rate MBS ETF vs Regan Floating Rate MBS ETF

MBSX

Regan Fixed Rate MBS ETF

Regan Capital

Annual cost

0.40%

Fund size

$17M

MBSF

Regan Floating Rate MBS ETF

Regan Capital, LLC

Annual cost

0.49%

Fund size

$201M

Key differences

  • MBSX costs 0.09% less per year.
  • MBSF is significantly larger than MBSX — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

MBSXMBSF
Annual cost (TER)0.40%0.49%
Fund size (AUM)$17M$201M
Since20252024
Dividend yield1.91%4.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+7.3%+5.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y37.96%3.00%
Max drawdown-15.55%-0.97%

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

Similar to MBSX and MBSF