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MUNI vs PMBS
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund vs PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
Key differences
- MUNI costs 0.36% less per year.
- MUNI is classified as fixed income, while PMBS is alternative — different risk/return profiles.
- MUNI follows a index tracking strategy; PMBS uses tactical allocation.
- PMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MUNI | PMBS | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.71% |
| Fund size (AUM) | $2.9B | $1.3B |
| Since | 2009 | 1997 |
| Dividend yield | 3.28% | 4.98% |
| Asset class | fixed income | alternative |
| Region | north america | — |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +5.7% | +8.2% |
| CAGR 3Y | +3.4% | N/A |
| CAGR 5Y | +1.2% | N/A |
| Sharpe 3Y | -0.03 | N/A |
| Volatility 1Y | 2.26% | 4.26% |
| Max drawdown | -11.16% | -4.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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