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MTGP vs AOHY

WisdomTree Mortgage Plus Bond Fund vs Angel Oak High Yield Opportunities ETF

MTGP

WisdomTree Mortgage Plus Bond Fund

Annual cost

0.46%

Fund size

$66M

AOHY

Angel Oak High Yield Opportunities ETF

Annual cost

0.56%

Fund size

$123M

Key differences

Both MTGP and AOHY are fixed income ETFs. MTGP charges 0.46% a year and AOHY 0.56%. The main difference: MTGP costs 0.10% less per year.

  • MTGP costs 0.10% less per year.
  • AOHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MTGPAOHY
Annual cost (TER)0.46%0.56%
Fund size (AUM)$66M$123M
Since20192009
Dividend yield4.31%6.51%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+6.9%
CAGR 3Y+4.6%N/A
CAGR 5Y+0.4%N/A
Sharpe 3Y0.18N/A
Volatility 1Y4.72%3.19%
Max drawdown-16.63%-4.17%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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