MBBA vs PAI
Comparison between iShares MortgageBacked Securities Active ETF (MBBA, ETF) and Western Asset Investment Grade Income Fund Inc (PAI, ETF).
MBBA vs PAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MBBA
$125M
PAI
$125M
Expense Ratio
MBBA
0.25%
PAI
N/A
Max Drawdown
Winner
MBBA
4.17%
PAI
45.93%
Sharpe Ratio
MBBA
-0.57
Winner
PAI
-0.10
5Y Beta
Winner
MBBA
0.16
PAI
0.23
5Y Dividends CAGR
MBBA
N/A
PAI
3.60%
MBBA vs PAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MBBA
+0.13%
PAI
-0.22%
3M
Winner
MBBA
-0.62%
PAI
-1.51%
6M
MBBA
N/A
PAI
-0.38%
1Y
MBBA
N/A
PAI
+2.22%
5Y(CAGR)
MBBA
N/A
PAI
-0.02%
10Y(CAGR)
MBBA
N/A
PAI
+3.20%
Max(CAGR)
MBBA
+0.94%
Winner
PAI
+6.03%
MBBA vs PAI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MBBA | PAI |
|---|---|---|
| 2026 | +0.33% | -1.69% |
| 2025 | N/A | +7.09% |
| 2024 | N/A | +9.44% |
| 2023 | N/A | +7.42% |
| 2022 | N/A | -21.03% |
| 2021 | N/A | +1.88% |
| 2020 | N/A | +6.17% |
| 2019 | N/A | +20.23% |
| 2018 | N/A | -11.78% |
| 2017 | N/A | +16.74% |
| 2016 | N/A | +15.58% |
| 2015 | N/A | +1.70% |
| 2014 | N/A | +7.73% |
| 2013 | N/A | -7.43% |
| 2012 | N/A | +12.40% |
| 2011 | N/A | +13.11% |
| 2010 | N/A | +6.63% |
| 2009 | N/A | +29.99% |
| 2008 | N/A | -16.92% |
| 2007 | N/A | -5.46% |
| 2006 | N/A | +16.18% |
| 2005 | N/A | -0.98% |
| 2004 | N/A | +10.46% |
| 2003 | N/A | +15.49% |
| 2002 | N/A | +6.03% |
| 2001 | N/A | +14.94% |
| 2000 | N/A | +25.82% |
| 1999 | N/A | -2.13% |
MBBA vs PAI Drawdown Comparison
The maximum drawdown for MBBA was -2.83%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for PAI was -38.96%, occurring on Nov 24, 2008. Recovery took 575 trading sessions.
The current MBBA drawdown is -1.48%. The current PAI drawdown is -11.70%.
| Rank | MBBA | PAI |
|---|---|---|
| #1 | -2.83% Feb 27, 2026 - Mar 27, 2026 | -38.96% Jun 1, 2007 - Sep 11, 2009 |
| #2 | -0.32% Feb 13, 2026 - Feb 23, 2026 | -33.71% Dec 2, 2021 - Oct 20, 2022 |
| #3 | -0.17% Feb 10, 2026 - Feb 12, 2026 | -30.98% Nov 15, 2019 - Jul 15, 2020 |
| #4 | -0.15% Jan 26, 2026 - Jan 29, 2026 | -22.02% Nov 26, 2012 - Apr 22, 2016 |
| #5 | -0.11% Feb 5, 2026 - Feb 10, 2026 | -19.82% Sep 28, 2017 - Jun 11, 2019 |
| #6 | -0.11% Feb 23, 2026 - Feb 25, 2026 | -13.79% May 24, 2010 - Sep 1, 2011 |
| #7 | -0.07% Feb 2, 2026 - Feb 5, 2026 | -13.48% Aug 30, 2016 - Jun 19, 2017 |
| #8 | -0.04% Jan 29, 2026 - Feb 2, 2026 | -10.99% Mar 17, 2004 - Sep 15, 2004 |
| #9 | N/A | -9.79% Nov 9, 2012 - Nov 21, 2012 |
| #10 | N/A | -9.55% Sep 28, 2020 - Aug 20, 2021 |
| #11 | N/A | -9.15% Sep 24, 2002 - Dec 16, 2002 |
| #12 | N/A | -8.91% Jun 20, 2003 - Nov 20, 2003 |
| #13 | N/A | -8.83% Sep 30, 2009 - Mar 17, 2010 |
| #14 | N/A | -8.29% Sep 15, 2021 - Nov 19, 2021 |
| #15 | N/A | -8.08% Feb 10, 2005 - Jun 30, 2005 |
Correlation
Correlation between MBBA and PAI is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (1999 - 2026)
MBBA vs PAI dividend yield comparison.
| Year | MBBA | PAI |
|---|---|---|
| 2026 | 1.84% | 1.74% |
| 2025 | 0.00% | 5.45% |
| 2024 | 0.00% | 4.83% |
| 2023 | 0.00% | 4.67% |
| 2022 | 0.00% | 4.82% |
| 2021 | 0.00% | 3.57% |
| 2020 | 0.00% | 3.82% |
| 2019 | 0.00% | 4.43% |
| 2018 | 0.00% | 5.23% |
| 2017 | 0.00% | 4.36% |
| 2016 | 0.00% | 4.82% |
| 2015 | 0.00% | 5.30% |
| 2014 | 0.00% | 5.13% |
| 2013 | 0.00% | 5.24% |
| 2012 | 0.00% | 4.84% |
| 2011 | 0.00% | 5.39% |
| 2010 | 0.00% | 6.13% |
| 2009 | 0.00% | 7.37% |
| 2008 | 0.00% | 9.37% |
| 2007 | 0.00% | 8.28% |
| 2006 | 0.00% | 5.59% |
| 2005 | 0.00% | 7.58% |
| 2004 | 0.00% | 9.41% |
| 2003 | 0.00% | 6.38% |
| 2002 | 0.00% | 6.97% |
| 2001 | 0.00% | 7.28% |
| 2000 | 0.00% | 8.00% |
| 1999 | 0.00% | 2.10% |
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