FSEC vs MBSF

AFSEC

BMBSF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,415VCIT · FSEC $10,155

Lowest cost0.03%VCIT · $3 on $10k

Most income5.05%VCIT · $505 on $10k

Smallest drop−1.0%MBSF · worst fall in 1Y

Held in common[…]FSEC and MBSF

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5BRegan Floating Rate MBS ETF · $266M

+5.8%3 years · per year$11,831 · […][…]

+0.3%5 years · per year$10,155 · […][…]

0.36%Expense ratio$36 · $49 on $10k · lower wins0.49%

4.57%12-mo yield$457 · $420 on $10k4.20%

Cards for this view

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,155

MBSF

Regan Floating Rate MBS

[…]

MeasureFSECMBSF

Fee0.36%0.49%

Cost on $10k a year$36$49

Yield4.57%4.20%

5 years, per year+0.3%[…]

3 years, per year+5.8%[…]

Worst drop · 1Y−5.0%−1.0%

Volatility · 1Y4.7%2.7%

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.05%	−0.7%	−1.4%	−0.6%	+6.2%	+0.8%	−4.9%	$66.6B
2	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.57%	−0.7%	−0.3%	+0.3%	+5.8%	+0.3%	−5.0%	$4.5B
3	BMBSF	Regan Floating Rate MBS ETFRead Desk	0.49%	4.20%	−0.1%	+3.1%	+4.4%	new	new	−1.0%	$266M

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.05%	−0.7%	−1.4%	−0.6%	+6.2%	+0.8%	−4.9%	$66.6B
2	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.57%	−0.7%	−0.3%	+0.3%	+5.8%	+0.3%	−5.0%	$4.5B
3	BMBSF	Regan Floating Rate MBS ETFRead Desk	0.49%	4.20%	−0.1%	+3.1%	+4.4%	new	new	−1.0%	$266M

Loading…