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