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MTGP vs MBS

WisdomTree Mortgage Plus Bond Fund vs Angel Oak Mortgage-Backed Securities ETF

MTGP

WisdomTree Mortgage Plus Bond Fund

Annual cost

0.46%

Fund size

$66M

MBS

Angel Oak Mortgage-Backed Securities ETF

Annual cost

0.49%

Fund size

$147M

Key differences

Both MTGP and MBS are fixed income ETFs. MTGP charges 0.46% a year and MBS 0.49%.

Side-by-side comparison

MTGPMBS
Annual cost (TER)0.46%0.49%
Fund size (AUM)$66M$147M
Since20192021
Dividend yield4.31%5.61%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+6.6%
CAGR 3Y+4.6%N/A
CAGR 5Y+0.4%N/A
Sharpe 3Y0.18N/A
Volatility 1Y4.72%2.81%
Max drawdown-16.63%-4.09%

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

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