The real answer is... agnc is is down. The stock follows agnc, although, AGNC always outperforms it anyways. Cute huh? On a valuation basis, CYS is much much cheaper and has an internal management team with low costs.
One thing bothered me,,,,, they have no plans to do a share buyback. This stock needs support... why not consider buying at a discount to book value ? The discount is getting wider and the payout is shrinking.