Screener
PMBS vs BOND
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund vs PIMCO Active Bond Exchange-Traded Fund
Key differences
- BOND costs 0.17% less per year.
- BOND is significantly larger than PMBS — larger funds tend to be more liquid and less likely to close.
- PMBS is classified as alternative, while BOND is fixed income — different risk/return profiles.
- PMBS follows a tactical allocation strategy; BOND uses active selection.
- PMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PMBS | BOND | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.54% |
| Fund size (AUM) | $1.3B | $7.9B |
| Since | 1997 | 2012 |
| Dividend yield | 4.98% | 5.17% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +8.2% | +7.1% |
| CAGR 3Y | N/A | +4.7% |
| CAGR 5Y | N/A | +0.5% |
| Sharpe 3Y | N/A | 0.23 |
| Volatility 1Y | 4.26% | 4.00% |
| Max drawdown | -4.35% | -19.71% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PMBS and BOND
Explore further