Screener
SMBS vs REM
Schwab Mortgage-Backed Securities ETF vs iShares Mortgage Real Estate Capped ETF
Key differences
- SMBS costs 0.45% less per year.
- SMBS is significantly larger than REM — larger funds tend to be more liquid and less likely to close.
- SMBS is classified as fixed income, while REM is equity — different risk/return profiles.
- REM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMBS | REM | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.48% |
| Fund size (AUM) | $6.3B | $580M |
| Since | 2024 | 2007 |
| Dividend yield | 4.82% | 8.60% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.3% | +15.8% |
| CAGR 3Y | N/A | +10.6% |
| CAGR 5Y | N/A | -1.5% |
| Sharpe 3Y | N/A | 0.42 |
| Volatility 1Y | 4.19% | 16.89% |
| Max drawdown | -3.20% | -68.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SMBS and REM
Explore further