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SMBS vs JMBS
Schwab Mortgage-Backed Securities ETF vs Janus Henderson Mortgage-Backed Securities ETF
Key differences
- SMBS costs 0.18% less per year.
- SMBS follows a index tracking strategy; JMBS uses active selection.
- JMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMBS | JMBS | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.21% |
| Fund size (AUM) | $6.3B | $6.6B |
| Since | 2024 | 2018 |
| Dividend yield | 4.82% | 5.59% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.2% | +7.9% |
| CAGR 3Y | N/A | +4.2% |
| CAGR 5Y | N/A | +0.6% |
| Sharpe 3Y | N/A | 0.12 |
| Volatility 1Y | 4.18% | 4.32% |
| Max drawdown | -3.20% | -16.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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