MBS vs EFFE
Comparison between ANGEL OAK MORTGAGE-BACKED SECURITIES ETF (MBS, ETF) and HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF).
MBS vs EFFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MBS
$147M
Winner
EFFE
$148M
Expense Ratio
Winner
MBS
0.49%
EFFE
0.69%
Max Drawdown
Winner
MBS
5.70%
EFFE
33.56%
Sharpe Ratio
MBS
0.98
Winner
EFFE
1.19
5Y Beta
Winner
MBS
0.02
EFFE
0.77
MBS vs EFFE - Holdings Comparison
MBS and EFFE have 1 common holdings. Overlap is -6.59%
MBS's top 25 holdings weight is 69.04%. EFFE's top 25 holdings weight is 73.32%.
| Rank | MBS | EFFE |
|---|---|---|
| #1 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 6.34% | LG ELECTRONICS INC (n/a) - 5.39% |
| #2 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 6.33% | SK HYNIX INC (n/a) - 4.97% |
| #3 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 5.59% | LENOVO GROUP LTD (n/a) - 4.95% |
| #4 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 5.22% | ALCHIP TECHNOLOGIES LTD (n/a) - 3.74% |
| #5 | CASH OFFSET (n/a) - 4.86% | ACCTON TECHNOLOGY CORP (n/a) - 3.68% |
| #6 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.06% | WIWYNN CORP ORDINARY SHARES (n/a) - 3.55% |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.01% | KIA CORP (n/a) - 3.38% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 3.25% | WISTRON CORP (n/a) - 3.35% |
| #9 | JP MORGAN MORTGAGE TRUST 2.5% (n/a) - 2.62% | n/a (n/a) - 3.31% |
| #10 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 2.58% | QUANTA COMPUTER INC (n/a) - 3.18% |
| #11 | PRET 2025-RPL1 TRUST 4% (n/a) - 2.48% | XIAOMI CORP CLASS B (n/a) - 3.17% |
| #12 | FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 2.36% | CMOC GROUP LTD CLASS A (n/a) - 2.98% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.27% | SAMSUNG C&T CORP (n/a) - 2.55% |
| #14 | FIGRE TR 2025-HE5 FRN 6.36% (n/a) - 1.96% | KUNLUN ENERGY CO LTD (n/a) - 2.42% |
| #15 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.87% | n/a (n/a) - 2.40% |
| #16 | PRPM LLC 2025-RCF1 4.5% (n/a) - 1.75% | ASIAN PAINTS LTD (n/a) - 2.38% |
| #17 | n/a (n/a) - 1.61% | BANK OF CHINA LTD CLASS H (n/a) - 2.33% |
| #18 | FIGRE TR 2025-HE1 6.59% (n/a) - 1.37% | GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.29% |
| #19 | n/a (n/a) - 1.33% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.26% |
| #20 | n/a (n/a) - 1.28% | TIM SA ORDINARY SHARES (n/a) - 2.06% |
| #21 | PRET 2025-RPL2 TRUST 4% (n/a) - 1.26% | BHARTI AIRTEL LTD (n/a) - 1.93% |
| #22 | SG RESIDENTIAL MORTGAGE TRUST 1.56% (n/a) - 1.21% | OIL & NATURAL GAS CORP LTD (n/a) - 1.82% |
| #23 | COLT 2022-3 MORTGAGE LOAN TRUST 4.2% (n/a) - 1.16% | VODACOM GROUP LTD (n/a) - 1.81% |
| #24 | n/a (n/a) - 1.16% | n/a (n/a) - 1.78% |
| #25 | MFA 2021-INV2 TRUST 3.2% (n/a) - 1.11% | SAUDI ARABIAN OIL CO (n/a) - 1.64% |
| Total Holdings | 70 | 96 |
MBS vs EFFE - Historical Returns
Returns include dividend reinvestment.
1M
MBS
+0.07%
Winner
EFFE
+3.12%
3M
MBS
-0.28%
Winner
EFFE
+19.54%
6M
MBS
+1.37%
Winner
EFFE
+20.89%
1Y
MBS
+6.31%
Winner
EFFE
+31.38%
5Y(CAGR)
MBS
N/A
EFFE
+1.85%
10Y(CAGR)
MBS
N/A
EFFE
+2.93%
Max(CAGR)
Winner
MBS
+6.38%
EFFE
+2.45%
MBS vs EFFE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | MBS | EFFE |
|---|---|---|
| 2026 | +0.91% | +18.83% |
| 2025 | +8.12% | +22.70% |
| 2024 | +5.78% | -0.84% |
| 2019 | N/A | +5.04% |
| 2018 | N/A | -4.76% |
| 2017 | N/A | +14.12% |
| 2016 | N/A | +11.36% |
| 2015 | N/A | -9.58% |
| 2014 | N/A | +4.43% |
MBS vs EFFE Drawdown Comparison
The maximum drawdown for MBS was -4.09%, occurring on Jan 13, 2025. Recovery took 133 trading sessions.
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The current MBS drawdown is -1.23%. The current EFFE drawdown is -6.46%.
| Rank | MBS | EFFE |
|---|---|---|
| #1 | -4.09% Sep 20, 2024 - Apr 3, 2025 | -32.35% Jan 26, 2018 - May 5, 2026 |
| #2 | -2.82% Mar 11, 2024 - Jun 4, 2024 | -15.96% Mar 23, 2015 - Apr 25, 2017 |
| #3 | -2.54% Apr 4, 2025 - Aug 1, 2025 | -10.21% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -2.20% Mar 2, 2026 - May 19, 2026 | -7.24% May 14, 2026 - May 26, 2026 |
| #5 | -1.12% Jun 6, 2024 - Jun 14, 2024 | -5.27% Sep 11, 2017 - Dec 26, 2017 |
| #6 | -0.85% Aug 5, 2024 - Aug 21, 2024 | -3.55% Nov 26, 2014 - Dec 22, 2014 |
| #7 | -0.77% Jan 9, 2026 - Feb 5, 2026 | -3.47% Feb 5, 2015 - Mar 18, 2015 |
| #8 | -0.75% Jun 25, 2024 - Jul 5, 2024 | -1.84% Apr 26, 2017 - May 30, 2017 |
| #9 | -0.74% Oct 28, 2025 - Nov 28, 2025 | -1.63% May 11, 2026 - May 14, 2026 |
| #10 | -0.65% Feb 20, 2024 - Feb 28, 2024 | -1.48% Jun 19, 2017 - Jul 14, 2017 |
| #11 | -0.53% Nov 28, 2025 - Dec 26, 2025 | -1.41% May 26, 2026 - May 29, 2026 |
| #12 | -0.48% Jul 8, 2024 - Jul 12, 2024 | -1.31% Dec 28, 2017 - Jan 5, 2018 |
| #13 | -0.45% Jul 17, 2024 - Jul 29, 2024 | -1.20% May 6, 2026 - May 8, 2026 |
| #14 | -0.40% Aug 21, 2024 - Aug 27, 2024 | -0.85% Dec 29, 2014 - Jan 8, 2015 |
| #15 | -0.34% Sep 17, 2025 - Sep 30, 2025 | -0.81% Jan 16, 2018 - Jan 23, 2018 |
Correlation
Correlation between MBS and EFFE is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2014 - 2026)
MBS vs EFFE dividend yield comparison.
| Year | MBS | EFFE |
|---|---|---|
| 2026 | 2.26% | 0.00% |
| 2025 | 5.28% | 4.69% |
| 2024 | 4.52% | 0.00% |
| 2018 | 0.00% | 1.82% |
| 2017 | 0.00% | 3.90% |
| 2016 | 0.00% | 1.76% |
| 2015 | 0.00% | 4.68% |
| 2014 | 0.00% | 0.61% |
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