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MTGP vs QIG

WisdomTree Mortgage Plus Bond Fund vs WisdomTree U.S. Corporate Bond Fund

MTGP

WisdomTree Mortgage Plus Bond Fund

Annual cost

0.46%

Fund size

$66M

QIG

WisdomTree U.S. Corporate Bond Fund

Annual cost

0.18%

Fund size

$18M

Key differences

Both MTGP and QIG are fixed income ETFs. MTGP charges 0.46% a year and QIG 0.18%. The main difference: MTGP follows a active selection strategy; QIG uses index tracking.

  • MTGP follows a active selection strategy; QIG uses index tracking.
  • QIG costs 0.28% less per year.
  • MTGP is much larger than QIG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MTGPQIG
Annual cost (TER)0.46%0.18%
Fund size (AUM)$66M$18M
Since20192016
Dividend yield4.31%4.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.9%+5.5%
CAGR 3Y+4.3%+5.2%
CAGR 5Y+0.3%+0.6%
Sharpe 3Y0.140.30
Volatility 1Y4.72%4.12%
Max drawdown-16.63%-22.92%

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

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