Regan Fixed Rate MBS ETF (MBSX) belongs to the Mortgage Backed Securities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with MBSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MBSX
MBSX charges 0.40% annually. There are 18 ETFs in the Mortgage Backed Securities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab Mortgage-Backed Securities ETF | 0.03% | — | Nov 2024 | MBSX vs SMBS | |
| Vanguard Mortgage-Backed Securities ETF | 0.04% | 17.10B | Nov 2009 | MBSX vs VMBS | |
| SPDR Portfolio Mortgage Backed Bond ETF | 0.04% | 7.01B | Jan 2009 | MBSX vs SPMB | |
| iShares MBS Bond ETF | 0.06% | 39.27B | Mar 2007 | MBSX vs MBB | |
| Simplify MBS ETF | 0.15% | 1.53B | Nov 2023 | MBSX vs MTBA |
Best Risk-Adjusted Alternatives to MBSX
MBSX has a PortfoliosLab risk / return rank of 16. There are 19 ETFs in the Mortgage Backed Securities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Short Duration U.S. Government ETF | 96 | 297.39M | Nov 2013 | MBSX vs FTSD | |
| First Trust Low Duration Mortgage Opportunities ET... | 91 | 6.35B | Nov 2014 | MBSX vs LMBS | |
| Virtus Newfleet ABS/MBS ETF | 80 | 112.35M | Feb 2021 | MBSX vs VABS | |
| First Trust TCW Securitized Plus ETF | 49 | 78.78M | Apr 2020 | MBSX vs DEED | |
| PIMCO Mortgage-Backed Securities Active Exchange-T... | 48 | — | Jul 1997 | MBSX vs PMBS |
Top Performing MBSX Alternatives (YTD)
MBSX is at 6.03% YTD. No ETFs in the Mortgage Backed Securities category have higher YTD returns; the top-performing alternatives shown here go as high as 2.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Securitized Income ETF | 2.21% | 178.50M | Sep 2025 | MBSX vs NSCI | |
| Virtus Newfleet ABS/MBS ETF | 1.78% | 112.35M | Feb 2021 | MBSX vs VABS | |
| First Trust Low Duration Mortgage Opportunities ET... | 1.33% | 6.35B | Nov 2014 | MBSX vs LMBS | |
| Franklin Short Duration U.S. Government ETF | 1.10% | 297.39M | Nov 2013 | MBSX vs FTSD | |
| First Trust TCW Securitized Plus ETF | 0.86% | 78.78M | Apr 2020 | MBSX vs DEED |
Lowest Volatility Alternatives to MBSX
MBSX has 55.38% 1-year volatility. There are 26 ETFs in the Mortgage Backed Securities category with lower 1-year volatility, going as low as 1.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Securitized Income ETF | 1.28% | 178.50M | Sep 2025 | MBSX vs NSCI | |
| Franklin Short Duration U.S. Government ETF | 1.36% | 297.39M | Nov 2013 | MBSX vs FTSD | |
| American Century Securitized Credit ETF | 1.44% | 19.95M | May 2026 | MBSX vs ASEC | |
| Virtus Newfleet ABS/MBS ETF | 1.95% | 112.35M | Feb 2021 | MBSX vs VABS | |
| First Trust Low Duration Mortgage Opportunities ET... | 1.96% | 6.35B | Nov 2014 | MBSX vs LMBS |
Lowest Drawdown Alternatives to MBSX
MBSX has a 1-year max drawdown of -27.57%. There are 19 ETFs in the Mortgage Backed Securities category with shallower 1-year drawdowns, going as shallow as -0.45%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Short Duration U.S. Government ETF | -0.45% | 297.39M | Nov 2013 | MBSX vs FTSD | |
| Virtus Newfleet ABS/MBS ETF | -0.98% | 112.35M | Feb 2021 | MBSX vs VABS | |
| First Trust Low Duration Mortgage Opportunities ET... | -1.43% | 6.35B | Nov 2014 | MBSX vs LMBS | |
| FlexShares Disciplined Duration MBS Index Fund | -2.17% | 89.04M | Sep 2014 | MBSX vs MBSD | |
| iShares CMBS ETF | -2.44% | 473.70M | Feb 2012 | MBSX vs CMBS |
Other ETFs from Regan
The 1 most viewed Regan ETFs shown here include MBSF and span 1 categories. AUM among these funds goes as high as $154M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Regan Floating Rate MBS ETF | Bank Loan | 88 | 2.30% | 154.00M | Feb 2024 | MBSX vs MBSF |
Often Compared With MBSX
Investors most often compare MBSX with OWNS, SECR, ALAI. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare MBSX with Any Fund or Stock
Compare MBSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MBSX with funds that move differently
Regan Fixed Rate MBS ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MBSX.
Explore MBSX Diversifiers