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MTGP vs QSIG

WisdomTree Mortgage Plus Bond Fund vs WisdomTree U.S. Short-Term Corporate Bond Fund

MTGP

WisdomTree Mortgage Plus Bond Fund

Annual cost

0.46%

Fund size

$66M

QSIG

WisdomTree U.S. Short-Term Corporate Bond Fund

Annual cost

0.18%

Fund size

$58M

Key differences

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

  • MTGP follows a active selection strategy; QSIG uses index tracking.
  • QSIG costs 0.28% less per year.

Side-by-side comparison

MTGPQSIG
Annual cost (TER)0.46%0.18%
Fund size (AUM)$66M$58M
Since20192016
Dividend yield4.31%4.44%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.9%+4.3%
CAGR 3Y+4.3%+5.3%
CAGR 5Y+0.3%+2.2%
Sharpe 3Y0.140.67
Volatility 1Y4.72%1.92%
Max drawdown-16.63%-12.35%

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

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