MBSF vs PIE
Comparison between REGAN FLOATING RATE MBS ETF (MBSF, ETF) and INVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF (PIE, ETF).
MBSF vs PIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MBSF
$201M
PIE
$201M
Expense Ratio
Winner
MBSF
0.49%
PIE
0.90%
Max Drawdown
Winner
MBSF
1.74%
PIE
73.06%
Sharpe Ratio
MBSF
0.65
Winner
PIE
1.93
5Y Beta
Winner
MBSF
0.01
PIE
0.84
5Y Dividends CAGR
MBSF
N/A
PIE
12.90%
MBSF vs PIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MBSF
+0.01%
PIE
-3.34%
3M
MBSF
+1.14%
Winner
PIE
+15.69%
6M
MBSF
+2.57%
Winner
PIE
+27.77%
1Y
MBSF
+5.46%
Winner
PIE
+56.78%
5Y(CAGR)
MBSF
N/A
PIE
+5.53%
10Y(CAGR)
MBSF
N/A
PIE
+9.29%
Max(CAGR)
Winner
MBSF
+5.81%
PIE
+2.58%
MBSF vs PIE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MBSF | PIE |
|---|---|---|
| 2026 | +1.50% | +27.79% |
| 2025 | +5.58% | +25.76% |
| 2024 | +5.70% | +1.38% |
| 2023 | N/A | +12.56% |
| 2022 | N/A | -28.77% |
| 2021 | N/A | +12.85% |
| 2020 | N/A | +18.03% |
| 2019 | N/A | +25.13% |
| 2018 | N/A | -22.83% |
| 2017 | N/A | +41.02% |
| 2016 | N/A | +2.26% |
| 2015 | N/A | -13.21% |
| 2014 | N/A | -0.27% |
| 2013 | N/A | -2.46% |
| 2012 | N/A | +14.98% |
| 2011 | N/A | -13.39% |
| 2010 | N/A | +21.08% |
| 2009 | N/A | +53.15% |
| 2008 | N/A | -62.20% |
| 2007 | N/A | +0.56% |
MBSF vs PIE Drawdown Comparison
The maximum drawdown for MBSF was -0.97%, occurring on Jan 21, 2025. Recovery took 33 trading sessions.
The maximum drawdown for PIE was -72.98%, occurring on Mar 2, 2009. Recovery took 3259 trading sessions.
The current MBSF drawdown is -0.10%. The current PIE drawdown is -7.85%.
| Rank | MBSF | PIE |
|---|---|---|
| #1 | -0.97% Jan 6, 2025 - Feb 25, 2025 | -72.98% Jan 10, 2008 - Dec 18, 2020 |
| #2 | -0.95% Aug 15, 2024 - Sep 16, 2024 | -40.31% Jul 15, 2021 - Jan 6, 2026 |
| #3 | -0.79% Feb 25, 2026 - Apr 22, 2026 | -12.87% Feb 17, 2021 - Jun 1, 2021 |
| #4 | -0.77% May 29, 2024 - Jun 11, 2024 | -9.87% Feb 27, 2026 - Apr 10, 2026 |
| #5 | -0.66% Jul 29, 2024 - Aug 5, 2024 | -7.85% May 26, 2026 - Jun 5, 2026 |
| #6 | -0.66% Sep 16, 2024 - Oct 23, 2024 | -6.90% May 11, 2026 - May 26, 2026 |
| #7 | -0.60% Jun 30, 2025 - Jul 24, 2025 | -5.39% Jan 25, 2021 - Feb 2, 2021 |
| #8 | -0.56% Sep 23, 2025 - Oct 2, 2025 | -4.89% Jan 28, 2026 - Feb 11, 2026 |
| #9 | -0.55% May 8, 2025 - Jun 13, 2025 | -2.18% Apr 22, 2026 - Apr 24, 2026 |
| #10 | -0.55% Apr 29, 2025 - May 8, 2025 | -1.92% Jun 1, 2021 - Jun 21, 2021 |
| #11 | -0.55% Mar 3, 2025 - Apr 7, 2025 | -1.86% Jan 14, 2021 - Jan 19, 2021 |
| #12 | -0.51% Jun 14, 2024 - Jul 10, 2024 | -1.85% Jul 7, 2021 - Jul 15, 2021 |
| #13 | -0.49% May 1, 2026 - Jun 4, 2026 | -1.46% Dec 31, 2007 - Jan 7, 2008 |
| #14 | -0.47% Nov 5, 2024 - Nov 20, 2024 | -1.37% May 6, 2026 - May 11, 2026 |
| #15 | -0.47% Nov 28, 2025 - Dec 18, 2025 | -1.33% Jan 8, 2021 - Jan 14, 2021 |
Correlation
Correlation between MBSF and PIE is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2008 - 2026)
MBSF vs PIE dividend yield comparison.
| Year | MBSF | PIE |
|---|---|---|
| 2026 | 1.60% | 0.09% |
| 2025 | 4.71% | 2.28% |
| 2024 | 4.14% | 2.33% |
| 2023 | 0.00% | 2.59% |
| 2022 | 0.00% | 3.45% |
| 2021 | 0.00% | 1.28% |
| 2020 | 0.00% | 1.32% |
| 2019 | 0.00% | 2.29% |
| 2018 | 0.00% | 3.32% |
| 2017 | 0.00% | 1.63% |
| 2016 | 0.00% | 1.48% |
| 2015 | 0.00% | 0.80% |
| 2014 | 0.00% | 0.53% |
| 2013 | 0.00% | 1.23% |
| 2012 | 0.00% | 0.68% |
| 2011 | 0.00% | 0.80% |
| 2010 | 0.00% | 0.34% |
| 2009 | 0.00% | 0.71% |
| 2008 | 0.00% | 0.67% |
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