Screener
MTGP vs PHYL
WisdomTree Mortgage Plus Bond Fund vs PGIM Active High Yield Bond ETF
Key differences
Both MTGP and PHYL are fixed income ETFs. MTGP charges 0.46% a year and PHYL 0.39%. The main difference: PHYL costs 0.07% less per year.
- PHYL costs 0.07% less per year.
- PHYL is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PHYL has delivered higher annualized returns.
Side-by-side comparison
| MTGP | PHYL | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.39% |
| Fund size (AUM) | $66M | $1.3B |
| Since | 2019 | 2018 |
| Dividend yield | 4.31% | 7.66% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.6% | +7.2% |
| CAGR 3Y | +4.6% | +9.3% |
| CAGR 5Y | +0.4% | +4.1% |
| Sharpe 3Y | 0.18 | 1.18 |
| Volatility 1Y | 4.72% | 3.35% |
| Max drawdown | -16.63% | -22.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.