Screener
MTGP vs SCCR
WisdomTree Mortgage Plus Bond Fund vs Schwab Core Bond ETF
Key differences
Both MTGP and SCCR are fixed income ETFs. MTGP charges 0.46% a year and SCCR 0.16%. The main difference: SCCR costs 0.30% less per year.
- SCCR costs 0.30% less per year.
- SCCR is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
- MTGP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MTGP | SCCR | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.16% |
| Fund size (AUM) | $66M | $1.4B |
| Since | 2019 | 2025 |
| Dividend yield | 4.31% | 4.43% |
| 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% | N/A |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.18 | N/A |
| Volatility 1Y | 4.72% | 3.70% |
| Max drawdown | -16.63% | -2.81% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.