MBS vs EDGU
Comparison between ANGEL OAK MORTGAGE-BACKED SECURITIES ETF (MBS, ETF) and 3EDGE DYNAMIC US EQUITY ETF (EDGU, ETF).
MBS vs EDGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MBS
$147M
Winner
EDGU
$148M
Expense Ratio
Winner
MBS
0.49%
EDGU
0.91%
Max Drawdown
Winner
MBS
5.70%
EDGU
17.65%
Sharpe Ratio
MBS
0.98
Winner
EDGU
1.59
5Y Beta
Winner
MBS
0.02
EDGU
0.87
MBS vs EDGU - Holdings Comparison
MBS and EDGU have 0 common holdings. Overlap is 0.00%
MBS's top 25 holdings weight is 69.04%. EDGU's top 25 holdings weight is 100.01%.
| Rank | MBS | EDGU |
|---|---|---|
| #1 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 6.34% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 25.43% |
| #2 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 6.33% | INVESCO QQQ TRUST (QQQ) - 23.87% |
| #3 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 5.59% | AVANTIS US SMALL CAP VALUE ETF (AVUV) - 14.33% |
| #4 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 5.22% | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 6.33% |
| #5 | CASH OFFSET (n/a) - 4.86% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 5.89% |
| #6 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.06% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 4.98% |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.01% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 4.76% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 3.25% | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 4.22% |
| #9 | JP MORGAN MORTGAGE TRUST 2.5% (n/a) - 2.62% | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 3.57% |
| #10 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 2.58% | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 2.77% |
| #11 | PRET 2025-RPL1 TRUST 4% (n/a) - 2.48% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 1.28% |
| #12 | FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 2.36% | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 1.12% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.27% | STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 1.02% |
| #14 | FIGRE TR 2025-HE5 FRN 6.36% (n/a) - 1.96% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.44% |
| #15 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.87% | N/A |
| #16 | PRPM LLC 2025-RCF1 4.5% (n/a) - 1.75% | N/A |
| #17 | n/a (n/a) - 1.61% | N/A |
| #18 | FIGRE TR 2025-HE1 6.59% (n/a) - 1.37% | N/A |
| #19 | n/a (n/a) - 1.33% | N/A |
| #20 | n/a (n/a) - 1.28% | N/A |
| #21 | PRET 2025-RPL2 TRUST 4% (n/a) - 1.26% | N/A |
| #22 | SG RESIDENTIAL MORTGAGE TRUST 1.56% (n/a) - 1.21% | N/A |
| #23 | COLT 2022-3 MORTGAGE LOAN TRUST 4.2% (n/a) - 1.16% | N/A |
| #24 | n/a (n/a) - 1.16% | N/A |
| #25 | MFA 2021-INV2 TRUST 3.2% (n/a) - 1.11% | N/A |
| Total Holdings | 70 | 14 |
MBS vs EDGU - Historical Returns
Returns include dividend reinvestment.
1M
MBS
+0.07%
Winner
EDGU
+2.75%
3M
MBS
-0.28%
Winner
EDGU
+13.06%
6M
MBS
+1.37%
Winner
EDGU
+11.39%
1Y
MBS
+6.31%
Winner
EDGU
+25.04%
Max(CAGR)
MBS
+6.38%
Winner
EDGU
+15.82%
MBS vs EDGU - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MBS | EDGU |
|---|---|---|
| 2026 | +0.91% | +11.14% |
| 2025 | +8.12% | +15.03% |
| 2024 | +5.78% | +0.27% |
MBS vs EDGU Drawdown Comparison
The maximum drawdown for MBS was -4.09%, occurring on Jan 13, 2025. Recovery took 133 trading sessions.
The maximum drawdown for EDGU was -17.58%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The current MBS drawdown is -1.23%. The current EDGU drawdown is -1.54%.
| Rank | MBS | EDGU |
|---|---|---|
| #1 | -4.09% Sep 20, 2024 - Apr 3, 2025 | -17.58% Feb 19, 2025 - Jul 22, 2025 |
| #2 | -2.82% Mar 11, 2024 - Jun 4, 2024 | -7.08% Feb 9, 2026 - Apr 16, 2026 |
| #3 | -2.54% Apr 4, 2025 - Aug 1, 2025 | -6.25% Oct 28, 2025 - Jan 6, 2026 |
| #4 | -2.20% Mar 2, 2026 - May 19, 2026 | -5.90% Dec 4, 2024 - Feb 18, 2025 |
| #5 | -1.12% Jun 6, 2024 - Jun 14, 2024 | -4.27% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -0.85% Aug 5, 2024 - Aug 21, 2024 | -3.25% Oct 8, 2025 - Oct 24, 2025 |
| #7 | -0.77% Jan 9, 2026 - Feb 5, 2026 | -3.10% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -0.75% Jun 25, 2024 - Jul 5, 2024 | -2.44% Nov 11, 2024 - Nov 26, 2024 |
| #9 | -0.74% Oct 28, 2025 - Nov 28, 2025 | -2.37% Jul 25, 2025 - Aug 12, 2025 |
| #10 | -0.65% Feb 20, 2024 - Feb 28, 2024 | -2.17% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -0.53% Nov 28, 2025 - Dec 26, 2025 | -2.01% Feb 2, 2026 - Feb 6, 2026 |
| #12 | -0.48% Jul 8, 2024 - Jul 12, 2024 | -1.95% May 14, 2026 - May 22, 2026 |
| #13 | -0.45% Jul 17, 2024 - Jul 29, 2024 | -1.67% Aug 28, 2025 - Sep 9, 2025 |
| #14 | -0.40% Aug 21, 2024 - Aug 27, 2024 | -1.31% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -0.34% Sep 17, 2025 - Sep 30, 2025 | -1.27% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between MBS and EDGU is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2024 - 2026)
MBS vs EDGU dividend yield comparison.
| Year | MBS | EDGU |
|---|---|---|
| 2026 | 2.26% | 0.17% |
| 2025 | 5.28% | 0.61% |
| 2024 | 4.52% | 0.15% |
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