MBSF vs. CLOZ

In the year-to-date period, MBSF achieves a 1.50% return, which is significantly lower than CLOZ's 2.45% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MBSF has a 0.49% expense ratio, which is lower than CLOZ's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Regan Floating Rate MBS ETF (MBSF) and Panagram Bbb-B Clo ETF (CLOZ). 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.

The current MBSF Sharpe Ratio is 1.25, which is lower than the CLOZ Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of MBSF and CLOZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MBSF's dividend yield for the trailing twelve months is around 4.93%, less than CLOZ's 8.50% yield.

The maximum MBSF drawdown since its inception was -0.97%, smaller than the maximum CLOZ drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for MBSF and CLOZ.

The current volatility for Regan Floating Rate MBS ETF (MBSF) is 0.89%, while Panagram Bbb-B Clo ETF (CLOZ) has a volatility of 1.51%. This indicates that MBSF experiences smaller price fluctuations and is considered to be less risky than CLOZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.