Screener
MTGP vs QHY
WisdomTree Mortgage Plus Bond Fund vs WisdomTree U.S. High Yield Corporate Bond Fund
Key differences
Both MTGP and QHY are fixed income ETFs. MTGP charges 0.46% a year and QHY 0.38%. The main difference: MTGP follows a active selection strategy; QHY uses index tracking.
- MTGP follows a active selection strategy; QHY uses index tracking.
- QHY costs 0.08% less per year.
- QHY is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, QHY has delivered higher annualized returns.
Side-by-side comparison
| MTGP | QHY | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.38% |
| Fund size (AUM) | $66M | $239M |
| Since | 2019 | 2016 |
| Dividend yield | 4.31% | 6.25% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.9% | +6.7% |
| CAGR 3Y | +4.3% | +8.0% |
| CAGR 5Y | +0.3% | +3.2% |
| Sharpe 3Y | 0.14 | 0.78 |
| Volatility 1Y | 4.72% | 3.65% |
| Max drawdown | -16.63% | -22.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.