VMBS: NAV Probability Shift

Vanguard Mortgage-Backed Securities ETF offers liquid, high-quality exposure to US agency MBS with minimal credit risk. I recommend a qualified Buy, anticipating NAV appreciation if the Fed pursues a gradual rate-cut cycle into 2026. VMBS's intermediate duration, 3.87% yield, and ultra-low 0.03% expense ratio make it a compelling, cost-efficient choice versus peers.

Seeking Alpha • Dec 4, 2025

Mortgage-Backed Securities Offer a Home for Income Seekers

For investors looking for fixed income diversification, mortgage-backed securities (MBS) could offer a happy home. Specifically, they should look into broad-based exposure via the Vanguard Mortgage-Backed Securities Index Fund ETF Shares (VMBS).

ETF Trends • Dec 3, 2025

Mortgage Bond Investors Help Push Rates Lower

As noted in USA Today, dipping mortgage rates could be attributed to the improving sentiment of bond investors. That's especially the case for those investing in mortgage bonds.

ETF Trends • Oct 23, 2025

Recalibrate an Income Portfolio With Mortgage-Backed Securities

The prospect of lower rates could translate to falling yields, forcing investors to diversify their fixed income portfolios. One area that's been seeing renewed interest is mortgage-backed securities (MBS).

ETF Trends • Aug 25, 2025

The Big New Names in Mortgage-Backed Securities ETFs

Mortgage-backed securities (MBSs) ETFs have, somewhat quietly, welcomed some big new players in the past year.  Just this week, Eaton Vance debuted the Eaton Vance Mortgage Opportunities ETF (EVMO).

ETF Trends • Aug 8, 2025

VMBS: Mortgages Are Still A Buy

Vanguard Mortgage-Backed Securities Index Fund ETF Shares offers exposure to agency MBS with no credit risk, benefiting from elevated spreads and attractive yields versus Treasuries. The fund's convexity and intermediate duration position it to outperform as rates decline, especially during aggressive Fed rate cuts. Political and macro factors suggest lower rates by mid-2026, with a likely new Fed chair supporting further easing.

Seeking Alpha • Jun 12, 2025

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.

ETF Trends • May 29, 2025

Fixed Income ETF Flowdown: Market Jitters Spark Skittish Moves

Investors were eager to close the books on April's tariff-fueled market tantrum, which left both the Dow and S&P 500 riding three-month losing streaks despite a recent rebound. Equity ETF flows cooled, while fixed income ETFs put on a decisively skittish performance.

ETF Trends • May 7, 2025

Rush to De-Risk: Nervous Exodus From Structured Credit ETFs

Rising tariff turmoil has sparked a run from credit-sensitive instruments, with escalating trade tensions threatening economic stability. Wednesday's GDP print stoked recessionary fears when it showed the U.S. economy contracted for the first time since early 2022.

ETF Trends • May 1, 2025

Growth & Electronification Could Enhance MBS Opportunities

Given the enormity of its market size, it would serve a fixed income investor well to explore opportunities in mortgage-backed securities (MBS) if they haven't already. The space is expanding and undergoing electronification, making it larger as well as more efficient.

ETF Trends • Mar 7, 2025