Screener
MTGP vs JIII
WisdomTree Mortgage Plus Bond Fund vs Janus Henderson Income ETF
Key differences
Both MTGP and JIII are fixed income ETFs. MTGP charges 0.46% a year and JIII 0.54%. The main difference: MTGP covers North America; JIII covers global markets.
- MTGP covers North America; JIII covers global markets.
- MTGP costs 0.08% less per year.
- MTGP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MTGP | JIII | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.54% |
| Fund size (AUM) | $66M | $176M |
| Since | 2019 | 2024 |
| Dividend yield | 4.31% | 7.96% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.6% | +6.5% |
| CAGR 3Y | +4.6% | N/A |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.18 | N/A |
| Volatility 1Y | 4.72% | 3.58% |
| Max drawdown | -16.63% | -3.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.