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PMBS vs SMMU
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund vs PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
Key differences
- SMMU costs 0.36% less per year.
- PMBS is classified as alternative, while SMMU is fixed income — different risk/return profiles.
- PMBS follows a tactical allocation strategy; SMMU uses index tracking.
- PMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PMBS | SMMU | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.35% |
| Fund size (AUM) | $1.3B | $1.1B |
| Since | 1997 | 2010 |
| Dividend yield | 4.98% | 2.79% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +8.2% | +3.9% |
| CAGR 3Y | N/A | +3.5% |
| CAGR 5Y | N/A | +1.9% |
| Sharpe 3Y | N/A | -0.06 |
| Volatility 1Y | 4.26% | 1.03% |
| Max drawdown | -4.35% | -5.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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