Screener
SMBS vs PMBS
Schwab Mortgage-Backed Securities ETF vs PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
Key differences
- SMBS costs 0.68% less per year.
- SMBS is significantly larger than PMBS — larger funds tend to be more liquid and less likely to close.
- SMBS is classified as fixed income, while PMBS is alternative — different risk/return profiles.
- SMBS 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
| SMBS | PMBS | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.71% |
| Fund size (AUM) | $6.3B | $1.3B |
| Since | 2024 | 1997 |
| Dividend yield | 4.82% | 4.98% |
| Asset class | fixed income | alternative |
| Region | north america | — |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +7.2% | +8.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 4.18% | 4.26% |
| Max drawdown | -3.20% | -4.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SMBS and PMBS
Explore further