MBS vs BEDY
Comparison between ANGEL OAK MORTGAGE-BACKED SECURITIES ETF (MBS, ETF) and BNY MELLON ENHANCED DIVIDEND AND INCOME ETF (BEDY, ETF).
MBS vs BEDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MBS
$147M
BEDY
$146M
Expense Ratio
Winner
MBS
0.49%
BEDY
0.50%
Max Drawdown
Winner
MBS
5.70%
BEDY
6.88%
Sharpe Ratio
MBS
0.98
Winner
BEDY
1.96
5Y Beta
Winner
MBS
0.02
BEDY
0.64
P/E Ratio
MBS
N/A
BEDY
20.63
Forward P/E
MBS
N/A
BEDY
15.28
PEG Ratio
MBS
N/A
BEDY
0.47
5Y EPS CAGR
MBS
N/A
BEDY
7.83%
Debt to Equity
MBS
N/A
BEDY
242.15%
P/S Ratio
MBS
N/A
BEDY
1.77
P/B Ratio
MBS
N/A
BEDY
2.79
MBS vs BEDY - Holdings Comparison
MBS and BEDY have 1 common holdings. Overlap is -6.59%
MBS's top 25 holdings weight is 69.04%. BEDY's top 25 holdings weight is 65.29%.
| Rank | MBS | BEDY |
|---|---|---|
| #1 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 6.34% | GS FINANCE CORP 0% (n/a) - 7.00% |
| #2 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 6.33% | TEXAS INSTRUMENTS INC (TXN) - 3.99% |
| #3 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 5.59% | UNITEDHEALTH GROUP INC (UNH) - 3.90% |
| #4 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 5.22% | JPMORGAN CHASE & CO (JPM) - 3.65% |
| #5 | CASH OFFSET (n/a) - 4.86% | n/a (n/a) - 3.27% |
| #6 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.06% | APPLIED MATERIALS INC (AMAT) - 3.14% |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.01% | COLGATE-PALMOLIVE CO (CL) - 3.07% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 3.25% | CISCO SYSTEMS INC (CSCO) - 2.90% |
| #9 | JP MORGAN MORTGAGE TRUST 2.5% (n/a) - 2.62% | FIFTH THIRD BANCORP (FITB) - 2.89% |
| #10 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 2.58% | SLB LTD (SLB) - 2.83% |
| #11 | PRET 2025-RPL1 TRUST 4% (n/a) - 2.48% | ASSURANT INC (AIZ) - 2.78% |
| #12 | FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 2.36% | OMNICOM GROUP INC (OMC) - 2.50% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.27% | JOHNSON & JOHNSON (JNJ) - 2.47% |
| #14 | FIGRE TR 2025-HE5 FRN 6.36% (n/a) - 1.96% | DELTA AIR LINES INC (DAL) - 2.19% |
| #15 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.87% | CITIGROUP INC (C) - 1.87% |
| #16 | PRPM LLC 2025-RCF1 4.5% (n/a) - 1.75% | NEWMONT CORP (NEM) - 1.86% |
| #17 | n/a (n/a) - 1.61% | CHUBB LTD (CB) - 1.85% |
| #18 | FIGRE TR 2025-HE1 6.59% (n/a) - 1.37% | EXXON MOBIL CORP (XOM) - 1.81% |
| #19 | n/a (n/a) - 1.33% | L3HARRIS TECHNOLOGIES INC (LHX) - 1.78% |
| #20 | n/a (n/a) - 1.28% | PACKAGING CORP OF AMERICA (PKG) - 1.72% |
| #21 | PRET 2025-RPL2 TRUST 4% (n/a) - 1.26% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.69% |
| #22 | SG RESIDENTIAL MORTGAGE TRUST 1.56% (n/a) - 1.21% | CRH PLC (CRH) - 1.60% |
| #23 | COLT 2022-3 MORTGAGE LOAN TRUST 4.2% (n/a) - 1.16% | DOVER CORP (DOV) - 1.58% |
| #24 | n/a (n/a) - 1.16% | MORGAN STANLEY (MS) - 1.48% |
| #25 | MFA 2021-INV2 TRUST 3.2% (n/a) - 1.11% | AT&T INC (T) - 1.47% |
| Total Holdings | 70 | 61 |
MBS vs BEDY - Historical Returns
Returns include dividend reinvestment.
1M
MBS
+0.07%
Winner
BEDY
+4.13%
3M
MBS
-0.28%
Winner
BEDY
+11.35%
6M
MBS
+1.37%
Winner
BEDY
+12.44%
1Y
MBS
+6.31%
BEDY
N/A
Max(CAGR)
MBS
+6.38%
Winner
BEDY
+30.86%
MBS vs BEDY - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MBS | BEDY |
|---|---|---|
| 2026 | +0.91% | +11.90% |
| 2025 | +8.12% | +1.62% |
| 2024 | +5.78% | N/A |
MBS vs BEDY Drawdown Comparison
The maximum drawdown for MBS was -4.09%, occurring on Jan 13, 2025. Recovery took 133 trading sessions.
The maximum drawdown for BEDY was -6.25%, occurring on Mar 20, 2026. Recovery took 48 trading sessions.
The current MBS drawdown is -1.23%.
| Rank | MBS | BEDY |
|---|---|---|
| #1 | -4.09% Sep 20, 2024 - Apr 3, 2025 | -6.25% Feb 20, 2026 - Apr 30, 2026 |
| #2 | -2.82% Mar 11, 2024 - Jun 4, 2024 | -1.66% May 6, 2026 - May 22, 2026 |
| #3 | -2.54% Apr 4, 2025 - Aug 1, 2025 | -1.51% Feb 6, 2026 - Feb 20, 2026 |
| #4 | -2.20% Mar 2, 2026 - May 19, 2026 | -1.50% Jan 15, 2026 - Feb 3, 2026 |
| #5 | -1.12% Jun 6, 2024 - Jun 14, 2024 | -1.48% Jun 4, 2026 - Jun 11, 2026 |
| #6 | -0.85% Aug 5, 2024 - Aug 21, 2024 | -1.29% Dec 15, 2025 - Dec 24, 2025 |
| #7 | -0.77% Jan 9, 2026 - Feb 5, 2026 | -1.09% Apr 30, 2026 - May 6, 2026 |
| #8 | -0.75% Jun 25, 2024 - Jul 5, 2024 | -1.02% Jan 6, 2026 - Jan 9, 2026 |
| #9 | -0.74% Oct 28, 2025 - Nov 28, 2025 | -1.00% Dec 24, 2025 - Jan 5, 2026 |
| #10 | -0.65% Feb 20, 2024 - Feb 28, 2024 | -0.93% May 26, 2026 - Jun 2, 2026 |
| #11 | -0.53% Nov 28, 2025 - Dec 26, 2025 | -0.82% Feb 4, 2026 - Feb 6, 2026 |
| #12 | -0.48% Jul 8, 2024 - Jul 12, 2024 | -0.36% Jan 9, 2026 - Jan 14, 2026 |
| #13 | -0.45% Jul 17, 2024 - Jul 29, 2024 | -0.33% Jun 2, 2026 - Jun 4, 2026 |
| #14 | -0.40% Aug 21, 2024 - Aug 27, 2024 | -0.29% Dec 8, 2025 - Dec 10, 2025 |
| #15 | -0.34% Sep 17, 2025 - Sep 30, 2025 | -0.23% Dec 11, 2025 - Dec 15, 2025 |
Correlation
Correlation between MBS and BEDY is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.54
-101
Dividend Comparison (2024 - 2026)
MBS vs BEDY dividend yield comparison.
| Year | MBS | BEDY |
|---|---|---|
| 2026 | 2.26% | 3.20% |
| 2025 | 5.28% | 0.09% |
| 2024 | 4.52% | 0.00% |
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