MBS vs. VGIT
Compare and contrast key facts about Angel Oak Mortgage-Backed Securities ETF (MBS) and Vanguard Intermediate-Term Treasury ETF (VGIT).
MBS and VGIT 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. VGIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 3-10 Year Government Float Adjusted Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBS or VGIT.
Correlation
The correlation between MBS and VGIT is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MBS vs. VGIT - Performance Comparison
Key characteristics
MBS:
4.68%
VGIT:
4.72%
MBS:
-3.58%
VGIT:
-16.05%
MBS:
-3.27%
VGIT:
-8.60%
Returns By Period
MBS
N/A
-0.20%
2.73%
N/A
N/A
N/A
VGIT
1.44%
-0.07%
1.50%
1.59%
-0.12%
1.10%
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MBS vs. VGIT - Expense Ratio Comparison
MBS has a 0.49% expense ratio, which is higher than VGIT's 0.04% expense ratio.
Risk-Adjusted Performance
MBS vs. VGIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Mortgage-Backed Securities ETF (MBS) and Vanguard Intermediate-Term Treasury ETF (VGIT). 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. VGIT - Dividend Comparison
MBS's dividend yield for the trailing twelve months is around 4.07%, more than VGIT's 3.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBS Angel Oak Mortgage-Backed Securities ETF | 4.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGIT Vanguard Intermediate-Term Treasury ETF | 3.62% | 2.72% | 1.74% | 1.69% | 2.23% | 2.24% | 2.05% | 1.67% | 1.69% | 1.69% | 1.54% | 1.63% |
Drawdowns
MBS vs. VGIT - Drawdown Comparison
The maximum MBS drawdown since its inception was -3.58%, smaller than the maximum VGIT drawdown of -16.05%. Use the drawdown chart below to compare losses from any high point for MBS and VGIT. For additional features, visit the drawdowns tool.
Volatility
MBS vs. VGIT - Volatility Comparison
The current volatility for Angel Oak Mortgage-Backed Securities ETF (MBS) is 0.99%, while Vanguard Intermediate-Term Treasury ETF (VGIT) has a volatility of 1.29%. This indicates that MBS experiences smaller price fluctuations and is considered to be less risky than VGIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.