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UYLD vs MBS

Angel Oak Ultrashort Income ETF vs Angel Oak Mortgage-Backed Securities ETF

UYLD

Angel Oak Ultrashort Income ETF

Annual cost

0.34%

Fund size

$1.5B

MBS

Angel Oak Mortgage-Backed Securities ETF

Annual cost

0.49%

Fund size

$147M

Key differences

Both UYLD and MBS are fixed income ETFs. UYLD charges 0.34% a year and MBS 0.49%. The main difference: UYLD follows a index tracking strategy; MBS uses active selection.

  • UYLD follows a index tracking strategy; MBS uses active selection.
  • UYLD costs 0.15% less per year.
  • UYLD is much larger than MBS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

UYLDMBS
Annual cost (TER)0.34%0.49%
Fund size (AUM)$1.5B$147M
Since20222021
Dividend yield4.72%5.61%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.8%+6.6%
CAGR 3Y+6.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y3.19N/A
Volatility 1Y0.54%2.81%
Max drawdown-0.41%-4.09%

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

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