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RMIF vs JMBS

LHA Risk-Managed Income ETF vs Janus Henderson Mortgage-Backed Securities ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

JMBS

Janus Henderson Mortgage-Backed Securities ETF

Annual cost

0.21%

Fund size

$6.8B

Key differences

Both RMIF and JMBS are fixed income ETFs. RMIF charges 1.55% a year and JMBS 0.21%. The main difference: JMBS costs 1.34% less per year.

  • JMBS costs 1.34% less per year.
  • JMBS is much larger than RMIF. Larger funds are usually more liquid and less likely to close.
  • JMBS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RMIFJMBS
Annual cost (TER)1.55%0.21%
Fund size (AUM)$26M$6.8B
Since20232018
Dividend yield5.29%5.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.0%+7.0%
CAGR 3YN/A+4.8%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.21
Volatility 1Y2.65%4.25%
Max drawdown-3.01%-16.68%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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