Simplify MBS ETF

MTBA seeks total return from an actively managed portfolio consisting of investment-grade mortgage-backed securities (MBS). The fund primarily includes residential or commercial MBS issued by government-sponsored entities, as well as non-agency MBS.

MTBA focuses on newly issued MBS with higher yields and lower duration, reducing risk and volatility. MTBA's exposure to interest rate risk may limit upside potential, but its low credit risk provides stability during downturns. The fund's 6.0% dividend yield is higher than that of treasuries and investment-grade bonds, and is its key selling point.

MTBA: MBS ETF, Above-Average 6.0% Yield

Fed hiked rates by 525bps over a nearly two-year period, providing attractive yields across all fixed income asset classes; but mortgage-backed securities spreads are trading substantially wider than their historical averages. Newly issued MBS, as executed in MTBA, is providing higher yield and less duration than the traditional MBS index. With expectations of a gradual cutting cycle, focused on the front-end, now looks like a great time to consider the simple yet powerful exposure to MBS that is executed inside MTBA.

A Good Time To Consider MTBA

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Simplify has developed the MTBA ETF to address the challenges of investing in mortgage-backed securities in a higher interest rate environment. MTBA aims to provide attractive yields with minimal credit risk by investing in newer MBS with higher coupons and shorter durations. The fund's focus on newer MBS sets it apart from older MBS-focused ETFs and makes it an appealing option for income-focused investors.

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Simplify MBS ETF offers short-duration and investment-grade debt for risk-averse bond investors. The ETF focuses on buying newer mortgage-backed securities with higher coupons and yield to maturity. MTBA has already amassed $144m in assets under management and has a management fee of 25bps (waived until October 31, 2024).

MTBA ETF: A Different MBS Strategy

Simplify MBS ETF offers exposure to new-issue mortgage-backed securities with attractive yields and characteristics. The convexity risk from new-issue MBS may be more attractive than credit risk, especially with credit spreads at historic lows. While the strategy looks interesting, I am hesitant to recommend it at the moment without more information about MTBA's distribution policies and target returns.

MTBA: First Look AT Novel Play On Mortgage-Backed Securities

Simplify Asset Management has launched its latest exchange-traded fund, the Simplify MBS ETF (NYSE Arca: MTBA). MTBA invests in mortgage-backed securities.

Simplify Invests in MBS With New MTBA ETF

NEW YORK--(BUSINESS WIRE)--Simplify launches MTBA ETF, focused on providing exposure to newer Mortgage Backed Securities (MBS) issued in 2023.

News for Simplify MBS ETF ETF (MTBA)