Screener
MTGP vs CARY
WisdomTree Mortgage Plus Bond Fund vs Angel Oak Income ETF
Key differences
Both MTGP and CARY are fixed income ETFs. MTGP charges 0.46% a year and CARY 0.79%. The main difference: MTGP costs 0.33% less per year.
- MTGP costs 0.33% less per year.
- CARY is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CARY has delivered higher annualized returns.
Side-by-side comparison
| MTGP | CARY | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.79% |
| Fund size (AUM) | $66M | $1.2B |
| Since | 2019 | 2022 |
| Dividend yield | 4.31% | 5.68% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.6% | +6.1% |
| CAGR 3Y | +4.6% | +7.4% |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.18 | 1.30 |
| Volatility 1Y | 4.72% | 1.95% |
| Max drawdown | -16.63% | -1.69% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.