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WDE vs MBBA

Principal Securitized Debt ETF vs iShares Mortgage-Backed Securities Active ETF

WDE

Principal Securitized Debt ETF

Annual cost

Fund size

MBBA

iShares Mortgage-Backed Securities Active ETF

BlackRock

Annual cost

0.25%

Fund size

$125M

Key differences

  • WDE follows a active selection strategy; MBBA uses index tracking.

Side-by-side comparison

WDEMBBA
Annual cost (TER)0.25%
Fund size (AUM)$125M
Since1998
Dividend yield3.98%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-2.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to WDE and MBBA