Screener
MTGP vs MBBA
WisdomTree Mortgage Plus Bond Fund vs iShares Mortgage-Backed Securities Active ETF
Key differences
Both MTGP and MBBA are fixed income ETFs. MTGP charges 0.46% a year and MBBA 0.25%. The main difference: MBBA costs 0.21% less per year.
- MBBA costs 0.21% less per year.
- MBBA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MTGP | MBBA | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.25% |
| Fund size (AUM) | $66M | $125M |
| Since | 2019 | 1998 |
| Dividend yield | 4.31% | 4.05% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.6% | N/A |
| CAGR 3Y | +4.6% | N/A |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.18 | N/A |
| Volatility 1Y | 4.72% | — |
| Max drawdown | -16.63% | -2.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.