Screener
MTGP vs PTRB
WisdomTree Mortgage Plus Bond Fund vs PGIM Total Return Bond ETF
Key differences
Both MTGP and PTRB are fixed income ETFs. MTGP charges 0.46% a year and PTRB 0.49%. The main difference: PTRB is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
- PTRB is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MTGP | PTRB | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.49% |
| Fund size (AUM) | $66M | $987M |
| Since | 2019 | 2021 |
| Dividend yield | 4.31% | 5.12% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.6% | +5.4% |
| CAGR 3Y | +4.6% | +5.3% |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.18 | 0.32 |
| Volatility 1Y | 4.72% | 4.02% |
| Max drawdown | -16.63% | -19.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.