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MBSD vs FRGN

Comparison between FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND (MBSD, ETF) and Horizon International Equity ETF (FRGN, ETF).

MBSD vs FRGN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MBSD
$94M
Winner
FRGN
$94M
Expense Ratio
Winner
MBSD
0.20%
FRGN
0.75%
Max Drawdown
MBSD
23.73%
Winner
FRGN
12.40%
Sharpe Ratio
MBSD
0.21
Winner
FRGN
1.65
5Y Beta
Winner
MBSD
0.02
FRGN
1.35
5Y Dividends CAGR
MBSD
5.51%
FRGN
N/A

MBSD vs FRGN - Historical Returns

Returns include dividend reinvestment.

1M
MBSD
-0.25%
Winner
FRGN
+1.18%
3M
MBSD
-0.81%
Winner
FRGN
+11.33%
6M
MBSD
+0.26%
Winner
FRGN
+20.56%
1Y
MBSD
+4.71%
FRGN
N/A
5Y(CAGR)
MBSD
+0.56%
FRGN
N/A
10Y(CAGR)
MBSD
+1.37%
FRGN
N/A
Max(CAGR)
MBSD
+1.56%
Winner
FRGN
+45.42%

MBSD vs FRGN - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearMBSDFRGN
2026+0.14%+16.55%
2025+7.10%+1.47%
2024+2.83%N/A
2023+4.23%N/A
2022-9.31%N/A
2021-1.24%N/A
2020+5.22%N/A
2019+5.89%N/A
2018+0.19%N/A
2017+0.94%N/A
2016+0.74%N/A
2015+1.76%N/A
2014+1.20%N/A

MBSD vs FRGN Drawdown Comparison

The maximum drawdown for MBSD was -14.36%, occurring on Oct 20, 2022. Recovery took 1152 trading sessions.

The maximum drawdown for FRGN was -12.40%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.

The current MBSD drawdown is -1.49%. The current FRGN drawdown is -4.96%.

RankMBSDFRGN
#1-14.36%
Feb 2, 2021 - Sep 4, 2025
-12.40%
Feb 25, 2026 - Apr 30, 2026
#2-3.08%
Nov 2, 2016 - Feb 15, 2019
-4.96%
Jun 2, 2026 - Jun 5, 2026
#3-2.98%
Mar 9, 2020 - Apr 24, 2020
-3.88%
May 13, 2026 - May 29, 2026
#4-2.17%
Feb 27, 2026 - Mar 26, 2026
-3.02%
Jan 29, 2026 - Feb 9, 2026
#5-2.10%
Jan 20, 2016 - Jul 5, 2016
-2.62%
Dec 10, 2025 - Dec 23, 2025
#6-1.97%
Aug 24, 2015 - Jan 14, 2016
-1.79%
Jan 15, 2026 - Jan 22, 2026
#7-1.27%
Apr 17, 2015 - Aug 24, 2015
-1.78%
May 11, 2026 - May 13, 2026
#8-1.08%
Jul 6, 2016 - Sep 28, 2016
-1.55%
May 6, 2026 - May 8, 2026
#9-0.97%
Nov 4, 2019 - Dec 3, 2019
-1.34%
Feb 11, 2026 - Feb 20, 2026
#10-0.83%
Sep 22, 2025 - Oct 16, 2025
-0.86%
Jan 6, 2026 - Jan 12, 2026
#11-0.72%
Sep 5, 2019 - Oct 2, 2019
-0.76%
Apr 30, 2026 - May 5, 2026
#12-0.71%
Jun 16, 2020 - Aug 4, 2020
-0.64%
Dec 26, 2025 - Jan 2, 2026
#13-0.68%
Oct 28, 2025 - Nov 24, 2025
-0.46%
Jan 27, 2026 - Jan 29, 2026
#14-0.68%
Oct 7, 2019 - Nov 4, 2019
-0.38%
Jan 12, 2026 - Jan 14, 2026
#15-0.67%
Sep 28, 2016 - Nov 1, 2016
-0.10%
Dec 8, 2025 - Dec 10, 2025

Correlation

Correlation between MBSD and FRGN is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41
-101

Dividend Comparison (2014 - 2026)

MBSD vs FRGN dividend yield comparison.

YearMBSDFRGN
20261.48%0.00%
20254.23%0.25%
20243.91%0.00%
20233.39%0.00%
20223.03%0.00%
20212.41%0.00%
20202.78%0.00%
20193.42%0.00%
20183.22%0.00%
20173.30%0.00%
20163.02%0.00%
20153.46%0.00%
20140.83%0.00%

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