PMBS vs YEAR
Comparison between PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
PMBS vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PMBS
$1.40B
Winner
YEAR
$1.50B
Expense Ratio
PMBS
0.71%
Winner
YEAR
0.25%
Max Drawdown
PMBS
5.84%
Winner
YEAR
1.40%
Sharpe Ratio
Winner
PMBS
0.08
YEAR
-0.46
5Y Beta
PMBS
0.04
Winner
YEAR
0.00
PMBS vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
PMBS
-0.45%
Winner
YEAR
+0.39%
3M
PMBS
-0.54%
Winner
YEAR
+0.73%
6M
PMBS
-0.51%
Winner
YEAR
+1.44%
1Y
Winner
PMBS
+4.22%
YEAR
+3.61%
Max(CAGR)
PMBS
+3.46%
Winner
YEAR
+4.84%
PMBS vs YEAR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | PMBS | YEAR |
|---|---|---|
| 2026 | +0.74% | +1.77% |
| 2025 | +8.91% | +4.65% |
| 2024 | -2.75% | +5.45% |
| 2023 | N/A | +5.87% |
| 2022 | N/A | +1.10% |
PMBS vs YEAR Drawdown Comparison
The maximum drawdown for PMBS was -4.35%, occurring on Jan 13, 2025. Recovery took 104 trading sessions.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current PMBS drawdown is -1.83%.
| Rank | PMBS | YEAR |
|---|---|---|
| #1 | -4.35% Sep 27, 2024 - Feb 28, 2025 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -3.04% Apr 4, 2025 - Jun 26, 2025 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -2.97% Feb 27, 2026 - May 19, 2026 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -1.06% Jun 30, 2025 - Aug 1, 2025 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -0.88% Oct 28, 2025 - Nov 25, 2025 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -0.79% Sep 15, 2025 - Oct 10, 2025 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -0.77% Mar 3, 2025 - Apr 1, 2025 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -0.70% Nov 26, 2025 - Dec 18, 2025 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -0.51% Jan 14, 2026 - Jan 26, 2026 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -0.42% Aug 13, 2025 - Aug 22, 2025 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -0.35% Jun 26, 2025 - Jun 30, 2025 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -0.35% Aug 6, 2025 - Aug 13, 2025 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -0.34% Sep 8, 2025 - Sep 11, 2025 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -0.32% Dec 30, 2025 - Jan 7, 2026 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -0.30% Sep 24, 2024 - Sep 27, 2024 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between PMBS and YEAR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2022 - 2026)
PMBS vs YEAR dividend yield comparison.
| Year | PMBS | YEAR |
|---|---|---|
| 2026 | 2.75% | 2.27% |
| 2025 | 4.73% | 4.33% |
| 2024 | 1.59% | 5.16% |
| 2023 | 0.00% | 5.00% |
| 2022 | 0.00% | 1.19% |
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