WDE vs MBSX

Comparison between PRINCIPAL SECURITIZED DEBT ETF (WDE, ETF) and REGAN FIXED RATE MBS ETF (MBSX, ETF).

WDE vs MBSX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WDE(ETF)	MBSX(ETF)
Net Assets	$20M	$20M
Expense Ratio	0.19%	0.40%
Max Drawdown	1.89%	27.57%
Sharpe Ratio	-0.24	0.37
5Y Beta	0.08	0.03

Net Assets

Winner

WDE

$20M

MBSX

$20M

Expense Ratio

Winner

WDE

0.19%

MBSX

0.40%

Max Drawdown

Winner

WDE

1.89%

MBSX

27.57%

Sharpe Ratio

WDE

-0.24

Winner

MBSX

0.37

5Y Beta

WDE

0.08

Winner

MBSX

0.03

WDE vs MBSX - Historical Returns

Returns include dividend reinvestment.

Period	WDE	MBSX
1 month	+0.44%	+3.32%
3 months	+0.49%	+6.12%
6 months	N/A	+3.69%
1 year	N/A	+9.47%
Max(CAGR)	+3.22%	+10.46%

WDE

+0.44%

Winner

MBSX

+3.32%

WDE

+0.49%

Winner

MBSX

+6.12%

WDE

N/A

MBSX

+3.69%

WDE

N/A

MBSX

+9.47%

Max(CAGR)

WDE

+3.22%

Winner

MBSX

+10.46%

WDE vs MBSX - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	WDE	MBSX
2026	+0.85%	+4.71%
2025	N/A	+8.21%

WDE vs MBSX Drawdown Comparison

The maximum drawdown for WDE was -1.14%, occurring on Jul 23, 2026. This drawdown has not yet recovered.

The maximum drawdown for MBSX was -27.57%, occurring on Jun 2, 2026. This drawdown has not yet recovered.

The current WDE drawdown is -0.51%. The current MBSX drawdown is -21.17%.

Rank	WDE	MBSX
#1	-1.14% Jun 29, 2026 - Jul 23, 2026	-27.57% May 29, 2026 - Jun 2, 2026
#2	-0.39% May 29, 2026 - Jun 11, 2026	-15.54% Feb 2, 2026 - May 29, 2026
#3	-0.28% Jun 16, 2026 - Jun 24, 2026	-12.05% May 7, 2025 - May 13, 2025
#4	N/A	-10.36% Nov 14, 2025 - Feb 2, 2026
#5	N/A	-6.95% May 14, 2025 - Jul 22, 2025
#6	N/A	-6.47% Jul 22, 2025 - Sep 26, 2025
#7	N/A	-4.54% Sep 26, 2025 - Nov 14, 2025
#8	N/A	-2.53% May 5, 2025 - May 7, 2025
#9	N/A	-0.22% May 1, 2025 - May 5, 2025