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MBS
+0.07 · +0.85%
$8.77 · NASDAQ

Angel Oak Mortgage-Backed Securities ETF (MBS) ETF Analysis | Securitized Bond - Diversified

Angel Oak · USA
AUM:$173.5M
#– of – in Securitized Bond - Diversified ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.49% — moderate cost. Consider how fees compound over long holding periods.

What is MBS?

The fund will, under normal circumstances, invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in mortgage-backed securities ("MBS"). It may invest up to 20% of its net assets in a variety of asset classes, including: asset-backed securities ("ABS").

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
MBS returned 7.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.49%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 2.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$173.5M
Expense Ratio0.49%
Dividend Yield5.37%
Holdings1
Inception DateJun 2021
Domicile–
Distribution–
Index–
ProviderAngel Oak
Beta0.94
CategorySecuritized Bond - Diversified
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.8%
1Y
+2.1%
3Y
+13.5%
5Y
+13.5%
OpenBook InsightIf you had invested £10,000 in MBS 5 years ago, it would have grown to £11,346 — a gain of £1,346.

Annual Returns

Calendar year performance

MBS delivered positive returns in 2 of the last 3 calendar years.
YearMBS
2026 YTD-0.8%
2025+8.1%
2024+5.8%
CAGR 2yr+7.0%
2/3 positive yearsAvg return: +4.4%Worst year: -0.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
4.3%
Low
Momentum
-0.5%
30-day change
Support Level
8.51
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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