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PMBS vs PRFD
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund vs PIMCO Preferred And Capital Securities Active Exchange-Traded Fund
Key differences
- PMBS is significantly larger than PRFD — larger funds tend to be more liquid and less likely to close.
- PMBS is classified as alternative, while PRFD is fixed income — different risk/return profiles.
- PMBS follows a tactical allocation strategy; PRFD uses active selection.
- PMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PMBS | PRFD | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.73% |
| Fund size (AUM) | $1.3B | $212M |
| Since | 1997 | 2023 |
| Dividend yield | 4.98% | 5.70% |
| Asset class | alternative | fixed income |
| Region | — | global |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +8.4% | +8.5% |
| CAGR 3Y | N/A | +9.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.52 |
| Volatility 1Y | 4.24% | 3.21% |
| Max drawdown | -4.35% | -11.93% |
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