Angel Oak Mortgage-Backed Securities ETF (MBS)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Bigger Dividends, Better Execution: Choosing Quality For The 2026 MBS Recovery
Agency mREITs are entering a powerful 2026 recovery as falling funding costs meet high asset coupons. By focusing on mortgages guaranteed by Fannie Mae and Freddie Mac, these companies avoid the default risks currently plaguing the commercial real estate market. The Power of Flexibility: Smaller portfolios allow for tactical repositioning that massive $100B peers simply cannot replicate.
John Hancock Mortgage-Backed Securities ETF Q3 2025 Commentary
MBS saw positive returns in the third quarter. The fund outperformed its benchmark, the Bloomberg U.S. MBS Index. MBS outperformed the broader bond market, benefiting from their relatively high yields.
Annaly Capital: The Train Is About To Leave The Rate-Cut Station
Annaly Capital offers an attractive opportunity for income investors, driven by its high dividend yield and large Agency MBS portfolio. NLY stands to benefit from falling interest rates, which should boost agency MBS prices, book value, and support continued dividend payments. Current dividend coverage is strong at 104%, with a $0.70 quarterly payout and a yield just below 13%, making it appealing for yield-focused investors.
Saudi Arabia: MBS Visit Reinforces The Thesis' Attractiveness
Recommend buying Saudi-focused ETFs like iShares MSCI Saudi Arabia and Franklin FTSE Saudi Arabia to capitalize on economic diversification. KSA and FLSA offer exposure to sectors beyond oil, including financials, technology, and infrastructure, with FLSA having a lower expense ratio. Saudi Arabia's Vision2030 plan drives rapid non-oil sector growth, supported by large-scale projects and increased foreign investment.
JPLD: Defensive Carry With MBS
JPLD offers high-quality, short-duration exposure with 98% investment grade assets, prioritizing principal stability and consistent income through carry and roll-down. Active management allows tactical hedging and careful security selection, reducing idiosyncratic risk and smoothing NAV volatility. Current macro conditions—moderate liquidity, stable forward rates, and normalizing credit spreads—support JPLD's strategy and income profile.
Collect 15% From Recession Proof MBS: AGNC
Not interested in value and income for your portfolio? Sell AGNC today. Love income? Buy AGNC. Its market-beating returns and sky-high yield offer rewards to all. Retirement is the time to enjoy a massive stream of income; you can unlock that today.
Will AGNC Investment's Exposure to Agency MBS Drive Growth?
AGNC's $70.5B agency MBS bet reflects confidence in fixed income trends, but execution remains key amid market volatility.
Will Annaly's Focus on Agency MBS Support Its Growth Momentum?
Annaly Capital Management NLY is leaning into its core strength of agency mortgage-backed securities (MBS), with an aim to balance stability with steady returns. The company's disciplined investment approach combines the security of Agency MBS, backed by government-sponsored enterprises, with selective exposure to higher-yielding, credit-sensitive assets.
MBS: High-Quality Income ETF, 5.1% Dividend Yield
MBS focuses on AAA-rated mortgage-backed securities. It yields 5.1%, quite a bit higher than most bond ETFs, including most with similar credit quality. It is a bit expensive, but has managed to out-earn its expenses in the past.
Downgraded U.S. Credit Opens Opportunities in MBS
Treasuries have been the default go-to safe haven bonds during times of heavy market volatility. But with Moody's recent downgrade, an opportunity for mortgage-backed securities (MBS) exists.
MBS: Best-In-Class Total Return, Soon To Be Brookfield-Controlled
Angel Oak's majority stake sale to Brookfield Asset Management is a major catalyst for the MBS ETF. The fund already performs at the top of its peer group on a total return basis. Through its IG non-agency RMBS holdings, MBS offers a unique opening for BAM in a higher-yielding asset sector.
Annaly Capital: Value Remains, But May Become Collateral Damage In Trade War
Annaly Capital's exposure to geopolitical risk is high due to potential foreign MBS sales, particularly from China, Japan, and Taiwan, which could impact mortgage spreads. After the recent correction, Annaly's dividend yield and valuation remain attractive. With a 14.5% yield and a price near book value, it offers high-reward potential. The risk of increased mortgage delinquency has risen, but is mitigated by strong bank demand for MBS and potential government intervention.
