MBS vs DGRE
Comparison between ANGEL OAK MORTGAGE-BACKED SECURITIES ETF (MBS, ETF) and WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF).
MBS vs DGRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MBS
$148M
DGRE
$148M
Expense Ratio
MBS
0.49%
Winner
DGRE
0.32%
Max Drawdown
Winner
MBS
5.70%
DGRE
40.04%
Sharpe Ratio
MBS
0.42
Winner
DGRE
1.41
5Y Beta
Winner
MBS
0.02
DGRE
0.85
5Y Dividends CAGR
MBS
N/A
DGRE
1.17%
MBS vs DGRE - Holdings Comparison
MBS and DGRE have 1 common holdings. Overlap is -6.59%
MBS's top 25 holdings weight is 69.04%. DGRE's top 25 holdings weight is 47.73%.
| Rank | MBS | DGRE |
|---|---|---|
| #1 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 6.34% | n/a (n/a) - 15.72% |
| #2 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 6.33% | SAMSUNG ELECTRONICS CO LTD (n/a) - 8.70% |
| #3 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 5.59% | SK HYNIX INC (n/a) - 1.97% |
| #4 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 5.22% | MEDIATEK INC (n/a) - 1.75% |
| #5 | CASH OFFSET (n/a) - 4.86% | n/a (n/a) - 1.64% |
| #6 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.06% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.50% |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.01% | ACCTON TECHNOLOGY CORP (n/a) - 1.49% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 3.25% | KGHM POLSKA MIEDZ SA (n/a) - 1.25% |
| #9 | JP MORGAN MORTGAGE TRUST 2.5% (n/a) - 2.62% | YAGEO CORP (n/a) - 1.19% |
| #10 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 2.58% | WIWYNN CORP ORDINARY SHARES (n/a) - 1.18% |
| #11 | PRET 2025-RPL1 TRUST 4% (n/a) - 2.48% | VIBRA ENERGIA SA (n/a) - 1.15% |
| #12 | FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 2.36% | n/a (n/a) - 1.07% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.27% | ORLEN SA (n/a) - 1.06% |
| #14 | FIGRE TR 2025-HE5 FRN 6.36% (n/a) - 1.96% | n/a (n/a) - 1.02% |
| #15 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.87% | PKO BANK POLSKI SA (n/a) - 1.00% |
| #16 | PRPM LLC 2025-RCF1 4.5% (n/a) - 1.75% | BANCO DE CREDITO E INVERSIONES SA (n/a) - 0.94% |
| #17 | n/a (n/a) - 1.61% | LS ELECTRIC CO LTD (n/a) - 0.88% |
| #18 | FIGRE TR 2025-HE1 6.59% (n/a) - 1.37% | ASIA VITAL COMPONENTS CO LTD (n/a) - 0.83% |
| #19 | n/a (n/a) - 1.33% | CELLTRION INC (n/a) - 0.82% |
| #20 | n/a (n/a) - 1.28% | RELIANCE INDUSTRIES LTD (n/a) - 0.75% |
| #21 | PRET 2025-RPL2 TRUST 4% (n/a) - 1.26% | HANWHA AEROSPACE CO LTD (n/a) - 0.38% |
| #22 | SG RESIDENTIAL MORTGAGE TRUST 1.56% (n/a) - 1.21% | LARSEN & TOUBRO LTD (n/a) - 0.38% |
| #23 | COLT 2022-3 MORTGAGE LOAN TRUST 4.2% (n/a) - 1.16% | BID CORP LTD (n/a) - 0.36% |
| #24 | n/a (n/a) - 1.16% | KING SLIDE WORKS CO LTD (n/a) - 0.35% |
| #25 | MFA 2021-INV2 TRUST 3.2% (n/a) - 1.11% | INFOSYS LTD (n/a) - 0.35% |
| Total Holdings | 70 | 240 |
MBS vs DGRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MBS
-0.24%
DGRE
-3.21%
3M
MBS
-0.65%
Winner
DGRE
+5.01%
6M
MBS
+0.32%
Winner
DGRE
+15.60%
1Y
MBS
+5.06%
Winner
DGRE
+39.17%
5Y(CAGR)
MBS
N/A
DGRE
+8.33%
10Y(CAGR)
MBS
N/A
DGRE
+8.35%
Max(CAGR)
Winner
MBS
+5.92%
DGRE
+5.80%
MBS vs DGRE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | MBS | DGRE |
|---|---|---|
| 2026 | +0.56% | +21.08% |
| 2025 | +8.12% | +26.37% |
| 2024 | +5.78% | +4.87% |
| 2023 | N/A | +17.95% |
| 2022 | N/A | -22.02% |
| 2021 | N/A | +2.08% |
| 2020 | N/A | +9.38% |
| 2019 | N/A | +20.74% |
| 2018 | N/A | -17.60% |
| 2017 | N/A | +32.71% |
| 2016 | N/A | +14.22% |
| 2015 | N/A | -16.52% |
| 2014 | N/A | +3.49% |
| 2013 | N/A | -2.41% |
MBS vs DGRE Drawdown Comparison
The maximum drawdown for MBS was -4.09%, occurring on Jan 13, 2025. Recovery took 133 trading sessions.
The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.
The current MBS drawdown is -1.58%. The current DGRE drawdown is -8.69%.
| Rank | MBS | DGRE |
|---|---|---|
| #1 | -4.09% Sep 20, 2024 - Apr 3, 2025 | -36.95% Jan 26, 2018 - Nov 24, 2020 |
| #2 | -2.82% Mar 11, 2024 - Jun 4, 2024 | -36.53% Sep 5, 2014 - Aug 24, 2017 |
| #3 | -2.54% Apr 4, 2025 - Aug 1, 2025 | -35.40% Feb 12, 2021 - Sep 24, 2024 |
| #4 | -2.20% Mar 2, 2026 - May 19, 2026 | -20.65% Sep 26, 2024 - Jul 3, 2025 |
| #5 | -1.12% Jun 6, 2024 - Jun 14, 2024 | -17.52% Oct 22, 2013 - Jun 9, 2014 |
| #6 | -0.85% Aug 5, 2024 - Aug 21, 2024 | -13.67% Feb 25, 2026 - Apr 17, 2026 |
| #7 | -0.77% Jan 9, 2026 - Feb 5, 2026 | -10.78% Aug 14, 2013 - Sep 18, 2013 |
| #8 | -0.75% Jun 25, 2024 - Jul 5, 2024 | -10.56% Jun 18, 2026 - Jul 20, 2026 |
| #9 | -0.74% Oct 28, 2025 - Nov 28, 2025 | -7.82% Jun 2, 2026 - Jun 15, 2026 |
| #10 | -0.65% Feb 20, 2024 - Feb 28, 2024 | -7.13% Sep 18, 2013 - Oct 22, 2013 |
| #11 | -0.53% Nov 28, 2025 - Dec 26, 2025 | -6.19% May 8, 2026 - May 26, 2026 |
| #12 | -0.48% Jul 8, 2024 - Jul 12, 2024 | -5.64% Jan 21, 2021 - Feb 9, 2021 |
| #13 | -0.45% Jul 17, 2024 - Jul 29, 2024 | -4.96% Jul 24, 2014 - Aug 26, 2014 |
| #14 | -0.40% Aug 21, 2024 - Aug 27, 2024 | -3.87% Oct 13, 2017 - Dec 20, 2017 |
| #15 | -0.34% Sep 17, 2025 - Sep 30, 2025 | -3.86% Nov 3, 2025 - Dec 10, 2025 |
Correlation
Correlation between MBS and DGRE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2013 - 2026)
MBS vs DGRE dividend yield comparison.
| Year | MBS | DGRE |
|---|---|---|
| 2026 | 2.74% | 0.70% |
| 2025 | 5.28% | 1.65% |
| 2024 | 4.52% | 1.90% |
| 2023 | 0.00% | 2.22% |
| 2022 | 0.00% | 4.38% |
| 2021 | 0.00% | 2.56% |
| 2020 | 0.00% | 2.11% |
| 2019 | 0.00% | 2.32% |
| 2018 | 0.00% | 2.71% |
| 2017 | 0.00% | 3.12% |
| 2016 | 0.00% | 3.18% |
| 2015 | 0.00% | 3.01% |
| 2014 | 0.00% | 2.45% |
| 2013 | 0.00% | 0.57% |
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