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MBSDvsPCFIETF Comparison

ETF 1
MBSD

Northern Trust Disciplined Duration MBS ETF

This fund is part of
MBS & ABS
+0.17%
VS
ETF 2
PCFI

Polen Floating Rate Income ETF

This fund is part of
Intl HY Bonds
+0.09%

Northern Trust Disciplined Duration MBS ETF (MBSD) and Polen Floating Rate Income ETF (PCFI) have similar underlying exposures to countries and sectors. MBSD's top 1 sector exposures are Industrials. In contrast, PCFI's top sector exposures are Non-Energy Materials, Consumer Cyclicals and Finance. MBSD is less expensive with a Total Expense Ratio (TER) of 0.21%, versus 0.59% for PCFI. MBSD is up 0.14% year-to-date (YTD) with -$987K in YTD flows. PCFI performs better with 2.3% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of MBSD and PCFI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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MBSD vs PCFI performance and flow charts

Performance

0.00.20.40.60.81.01.2%Aug 3Aug 10Aug 17Aug 24Aug 31

Cumulative Flows

Aug 3Aug 10Aug 17Aug 24Aug 31

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 09/03/2026
1M3MYTD1Y3Y5Y
Perf.
MBSD
PCFI
+0.13%+1.20%
-0.17%+1.21%
+0.14%+2.30%
+2.24%+1.22%
+14.18%n/a
+2.30%n/a
Flows
MBSD
PCFI
--
-$4M-$908K
-$987K-$2M
+$6M-$627K
+$16M-
-$5M-
Volatility and drawdown
3M1Y3Y5Y
Volatility
MBSD
PCFI
+3.15%+1.55%
+2.90%+2.27%
+4.03%n/a
+4.64%n/a
Max drawdown
MBSD
PCFI
-1.23%-0.53%
-2.04%-2.65%
-3.51%n/a
-13.89%n/a
Max drawdown duration
MBSD
PCFI
66d30d
186d101d
196dn/a
1449dn/a
Trading data

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MBSD
PCFI
Last sale
9/3/2026 at 7:16 PM
$20.33
$22.46
Previous close
09/03/2026
$20.29
$22.43
Consolidated volume
09/03/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of September 4, 2026
1-year trailing difference

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PCFI
is actively managed and doesn’t replicate an index

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MBSD
PCFI
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 9/3/2026 at 7:16 PM
Live
Closed
MBSD
PCFI
Last price
$20.33
$22.46
1D performance
+0.18%
+0.16%
AuM$88.39 M$7.91 M
E/R0.21%0.59%
Characteristics
MBSD
PCFI
Management strategyPassiveActive
ProviderNorthern TrustPolen Capital
BenchmarkICE BofA Constrained Duration US MBS Index-
N° of holdings3917
Asset classFixed Income-
Trailing 12m distribution yield
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Inception dateSeptember 3, 2014March 21, 2025
ESGNoNo
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Exposure

Countries

MBSD
USA
12.86%
Other
87.14%
PCFI
Other
100%

Sectors

MBSD
Industrials
12.86%
Other
87.14%
PCFI
Other
100%
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Diversification

MBSD

Total weight of top 15 holdings out of 15

22.98%
PCFI

Total weight of top 15 holdings out of 15

30.02%

Top 15 holdings

Data as of July 31, 2026
MBSD
US01F0626972
2.56%
US01F0406938
2.17%
US36180AAK97
2.12%
US3132CYFK10
2.02%
US31427QCF72
1.48%
US3140W6KM30
1.39%
US3140XPUS68
1.35%
FN MA4418, 2% 1sep2036, USD (ABS)
1.31%
US3622AAXB57
1.28%
US3140W5Y247
1.28%
US3140W0ZG37
1.23%
US3140XHKH97
1.23%
G2 MA7937, 3% 20mar2052, USD (ABS)
1.19%
US01F0706907
1.18%
G2 MA6283, 3% 20nov2049, USD (ABS)
1.18%
PCFI
US05069PAJ03
3.97%
US22304EAC03
3.74%
US52200MAL46
3.23%
Baffinland, 8.75% 15jul2026, USD
3.00%
US04317JAF57
2.02%
US48578AAE82
1.78%
US04686RAF01
1.76%
US54913FAB58
1.71%
US85554UAB08
1.34%
XAG4768PAS02
1.31%
US15131YAR62
1.28%
US45674KAF21
1.27%
XAC4900AAP21
1.20%
US49925TAD72
1.20%
US65343UAJ16
1.20%
Frequently asked questions about MBSD and PCFI

How have the MBSD and PCFI ETFs performed in 2026?

As of September 3, 2026, MBSD is up 0.14% year-to-date (YTD), while PCFI has returned 2.3%. That puts PCFI better performer ahead so far this year.

Which ETF is attracting more investor money: MBSD or PCFI?

Year-to-date, the MBSD ETF saw -$987K in flows, compared to -$2M for PCFI.

Which ETF is more volatile: MBSD or PCFI?

Over the past year, MBSD had a volatility of 2.9%, while PCFI experienced 2.27%.

Which ETF is bigger: MBSD or PCFI?

As of September 3, 2026, MBSD holds $88.39 M in assets under management (AUM), while PCFI manages $7.91 M.

What are the top holdings of the MBSD ETF and PCFI ETF?

MBSD top holdings include US01F0626972, US01F0406938 and US36180AAK97. PCFI holds in its top three: US05069PAJ03, US22304EAC03 and US52200MAL46.

Which ETF is more diversified: MBSD or PCFI?

MBSD holds 466 securities with 22.98% of its assets in the top 15. PCFI has 118 securities and a top 15 weight of 30.02%.

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