MBS vs. SGOV
Compare and contrast key facts about Angel Oak Mortgage-Backed Securities ETF (MBS) and iShares 0-3 Month Treasury Bond ETF (SGOV).
MBS and SGOV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MBS is an actively managed fund by Angel Oak. It was launched on Jun 4, 2021. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBS or SGOV.
Correlation
The correlation between MBS and SGOV is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MBS vs. SGOV - Performance Comparison
Key characteristics
MBS:
4.68%
SGOV:
0.24%
MBS:
-3.58%
SGOV:
-0.03%
MBS:
-3.27%
SGOV:
0.00%
Returns By Period
MBS
N/A
-0.20%
2.73%
N/A
N/A
N/A
SGOV
5.15%
0.39%
2.53%
5.25%
N/A
N/A
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MBS vs. SGOV - Expense Ratio Comparison
MBS has a 0.49% expense ratio, which is higher than SGOV's 0.03% expense ratio.
Risk-Adjusted Performance
MBS vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Mortgage-Backed Securities ETF (MBS) and iShares 0-3 Month Treasury Bond ETF (SGOV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Not enough dataDividends
MBS vs. SGOV - Dividend Comparison
MBS's dividend yield for the trailing twelve months is around 4.07%, less than SGOV's 5.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
MBS Angel Oak Mortgage-Backed Securities ETF | 4.07% | 0.00% | 0.00% | 0.00% | 0.00% |
SGOV iShares 0-3 Month Treasury Bond ETF | 5.11% | 4.87% | 1.45% | 0.03% | 0.04% |
Drawdowns
MBS vs. SGOV - Drawdown Comparison
The maximum MBS drawdown since its inception was -3.58%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for MBS and SGOV. For additional features, visit the drawdowns tool.
Volatility
MBS vs. SGOV - Volatility Comparison
Angel Oak Mortgage-Backed Securities ETF (MBS) has a higher volatility of 0.99% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that MBS's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.