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REM vs PMBS
iShares Mortgage Real Estate Capped ETF vs PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
Key differences
- REM costs 0.23% less per year.
- REM is classified as equity, while PMBS is alternative — different risk/return profiles.
- REM 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
| REM | PMBS | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.71% |
| Fund size (AUM) | $580M | $1.3B |
| Since | 2007 | 1997 |
| Dividend yield | 8.60% | 4.98% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +15.8% | +8.2% |
| CAGR 3Y | +10.6% | N/A |
| CAGR 5Y | -1.5% | N/A |
| Sharpe 3Y | 0.42 | N/A |
| Volatility 1Y | 16.89% | 4.26% |
| Max drawdown | -68.52% | -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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