BRIF vs MBS
Comparison between FIS Bright Portfolios Focused Equity ETF (BRIF, ETF) and ANGEL OAK MORTGAGE-BACKED SECURITIES ETF (MBS, ETF).
BRIF vs MBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BRIF
$147M
MBS
$147M
Expense Ratio
BRIF
0.65%
Winner
MBS
0.49%
Max Drawdown
BRIF
17.22%
Winner
MBS
5.70%
Sharpe Ratio
Winner
BRIF
2.11
MBS
0.98
5Y Beta
BRIF
0.92
Winner
MBS
0.02
P/E Ratio
BRIF
32.60
MBS
N/A
Forward P/E
BRIF
23.13
MBS
N/A
PEG Ratio
BRIF
0.29
MBS
N/A
5Y EPS CAGR
BRIF
29.14%
MBS
N/A
P/S Ratio
BRIF
3.85
MBS
N/A
P/B Ratio
BRIF
6.89
MBS
N/A
BRIF vs MBS - Holdings Comparison
BRIF and MBS have 1 common holdings. Overlap is -6.59%
BRIF's top 25 holdings weight is 74.35%. MBS's top 25 holdings weight is 69.04%.
| Rank | BRIF | MBS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.17% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 6.34% |
| #2 | BROADCOM INC (AVGO) - 6.56% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 6.33% |
| #3 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 4.93% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 5.59% |
| #4 | ELI LILLY AND CO (LLY) - 4.40% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 5.22% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 4.33% | CASH OFFSET (n/a) - 4.86% |
| #6 | ARISTA NETWORKS INC (ANET) - 4.09% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.06% |
| #7 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 3.76% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.01% |
| #8 | CISCO SYSTEMS INC (CSCO) - 3.26% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 3.25% |
| #9 | CUMMINS INC (CMI) - 3.25% | JP MORGAN MORTGAGE TRUST 2.5% (n/a) - 2.62% |
| #10 | LINDE PLC (LIN) - 2.82% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 2.58% |
| #11 | TJX COMPANIES INC (TJX) - 2.62% | PRET 2025-RPL1 TRUST 4% (n/a) - 2.48% |
| #12 | ABBVIE INC (ABBV) - 2.41% | FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 2.36% |
| #13 | MICRON TECHNOLOGY INC (MU) - 2.30% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.27% |
| #14 | EATON CORP PLC (ETN) - 2.14% | FIGRE TR 2025-HE5 FRN 6.36% (n/a) - 1.96% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 2.06% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.87% |
| #16 | QNITY ELECTRONICS INC (Q) - 2.04% | PRPM LLC 2025-RCF1 4.5% (n/a) - 1.75% |
| #17 | MOODYS CORP (MCO) - 1.84% | n/a (n/a) - 1.61% |
| #18 | NUCOR CORP (NUE) - 1.82% | FIGRE TR 2025-HE1 6.59% (n/a) - 1.37% |
| #19 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.75% | n/a (n/a) - 1.33% |
| #20 | ALLSTATE CORP (ALL) - 1.74% | n/a (n/a) - 1.28% |
| #21 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.66% | PRET 2025-RPL2 TRUST 4% (n/a) - 1.26% |
| #22 | WASTE MANAGEMENT INC (WM) - 1.65% | SG RESIDENTIAL MORTGAGE TRUST 1.56% (n/a) - 1.21% |
| #23 | DUPONT DE NEMOURS INC (DD) - 1.65% | COLT 2022-3 MORTGAGE LOAN TRUST 4.2% (n/a) - 1.16% |
| #24 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.57% | n/a (n/a) - 1.16% |
| #25 | CATERPILLAR INC (CAT) - 1.53% | MFA 2021-INV2 TRUST 3.2% (n/a) - 1.11% |
| Total Holdings | 49 | 70 |
BRIF vs MBS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BRIF
+4.97%
MBS
+0.07%
3M
Winner
BRIF
+16.98%
MBS
-0.28%
6M
Winner
BRIF
+19.21%
MBS
+1.37%
1Y
Winner
BRIF
+57.39%
MBS
+6.31%
Max(CAGR)
Winner
BRIF
+41.36%
MBS
+6.38%
BRIF vs MBS - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BRIF | MBS |
|---|---|---|
| 2026 | +19.17% | +0.91% |
| 2025 | +40.27% | +8.12% |
| 2024 | -0.41% | +5.78% |
BRIF vs MBS Drawdown Comparison
The maximum drawdown for BRIF was -17.22%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.
The maximum drawdown for MBS was -4.09%, occurring on Jan 13, 2025. Recovery took 133 trading sessions.
The current BRIF drawdown is -2.88%. The current MBS drawdown is -1.23%.
| Rank | BRIF | MBS |
|---|---|---|
| #1 | -17.22% Feb 13, 2025 - Jun 12, 2025 | -4.09% Sep 20, 2024 - Apr 3, 2025 |
| #2 | -6.60% Mar 2, 2026 - Apr 8, 2026 | -2.82% Mar 11, 2024 - Jun 4, 2024 |
| #3 | -5.65% Jun 2, 2026 - Jun 10, 2026 | -2.54% Apr 4, 2025 - Aug 1, 2025 |
| #4 | -4.07% Nov 12, 2025 - Jan 28, 2026 | -2.20% Mar 2, 2026 - May 19, 2026 |
| #5 | -3.32% Jan 28, 2026 - Feb 9, 2026 | -1.12% Jun 6, 2024 - Jun 14, 2024 |
| #6 | -3.28% Dec 26, 2024 - Jan 21, 2025 | -0.85% Aug 5, 2024 - Aug 21, 2024 |
| #7 | -2.94% Jan 23, 2025 - Feb 10, 2025 | -0.77% Jan 9, 2026 - Feb 5, 2026 |
| #8 | -2.76% May 14, 2026 - May 22, 2026 | -0.75% Jun 25, 2024 - Jul 5, 2024 |
| #9 | -2.53% Oct 8, 2025 - Oct 27, 2025 | -0.74% Oct 28, 2025 - Nov 28, 2025 |
| #10 | -2.39% Jul 28, 2025 - Aug 26, 2025 | -0.65% Feb 20, 2024 - Feb 28, 2024 |
| #11 | -2.31% Oct 29, 2025 - Nov 12, 2025 | -0.53% Nov 28, 2025 - Dec 26, 2025 |
| #12 | -1.69% Aug 28, 2025 - Sep 9, 2025 | -0.48% Jul 8, 2024 - Jul 12, 2024 |
| #13 | -1.55% Apr 27, 2026 - Apr 30, 2026 | -0.45% Jul 17, 2024 - Jul 29, 2024 |
| #14 | -1.47% Jun 12, 2025 - Jun 24, 2025 | -0.40% Aug 21, 2024 - Aug 27, 2024 |
| #15 | -1.37% Feb 11, 2026 - Feb 25, 2026 | -0.34% Sep 17, 2025 - Sep 30, 2025 |
Correlation
Correlation between BRIF and MBS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
BRIF vs MBS dividend yield comparison.
| Year | BRIF | MBS |
|---|---|---|
| 2026 | 0.00% | 2.26% |
| 2025 | 17.03% | 5.28% |
| 2024 | 0.04% | 4.52% |
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