Screener
MTGP vs AGGY
WisdomTree Mortgage Plus Bond Fund vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Key differences
Both MTGP and AGGY are fixed income ETFs. MTGP charges 0.46% a year and AGGY 0.12%. The main difference: MTGP follows a active selection strategy; AGGY uses index tracking.
- MTGP follows a active selection strategy; AGGY uses index tracking.
- AGGY costs 0.34% less per year.
- AGGY is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MTGP | AGGY | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.12% |
| Fund size (AUM) | $66M | $875M |
| Since | 2019 | 2015 |
| Dividend yield | 4.31% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.9% | +5.4% |
| CAGR 3Y | +4.3% | +4.6% |
| CAGR 5Y | +0.3% | +0.1% |
| Sharpe 3Y | 0.14 | 0.19 |
| Volatility 1Y | 4.72% | 4.18% |
| Max drawdown | -16.63% | -20.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.