Screener
MTGP vs HYZD
WisdomTree Mortgage Plus Bond Fund vs WisdomTree Interest Rate Hedged High Yield Bond Fund
Key differences
Both MTGP and HYZD are fixed income ETFs. MTGP charges 0.46% a year and HYZD 0.43%. The main difference: MTGP follows a active selection strategy; HYZD uses long short.
- MTGP follows a active selection strategy; HYZD uses long short.
- HYZD is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HYZD has delivered higher annualized returns.
- HYZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MTGP | HYZD | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.43% |
| Fund size (AUM) | $66M | $237M |
| Since | 2019 | 2013 |
| Dividend yield | 4.31% | 5.89% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +5.9% | +6.9% |
| CAGR 3Y | +4.3% | +9.3% |
| CAGR 5Y | +0.3% | +6.2% |
| Sharpe 3Y | 0.14 | 1.12 |
| Volatility 1Y | 4.72% | 3.17% |
| Max drawdown | -16.63% | -25.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.