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MTGP vs PULS

WisdomTree Mortgage Plus Bond Fund vs PGIM Ultra Short Bond ETF

MTGP

WisdomTree Mortgage Plus Bond Fund

Annual cost

0.46%

Fund size

$66M

PULS

PGIM Ultra Short Bond ETF

Annual cost

0.15%

Fund size

$16.3B

Key differences

Both MTGP and PULS are fixed income ETFs. MTGP charges 0.46% a year and PULS 0.15%. The main difference: PULS costs 0.31% less per year.

  • PULS costs 0.31% less per year.
  • PULS is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PULS has delivered higher annualized returns.

Side-by-side comparison

MTGPPULS
Annual cost (TER)0.46%0.15%
Fund size (AUM)$66M$16.3B
Since20192018
Dividend yield4.31%4.98%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+4.7%
CAGR 3Y+4.6%+5.6%
CAGR 5Y+0.4%+4.2%
Sharpe 3Y0.183.80
Volatility 1Y4.72%0.41%
Max drawdown-16.63%-5.85%

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

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