Screener
MTGP vs SCMB
WisdomTree Mortgage Plus Bond Fund vs Schwab Municipal Bond ETF
Key differences
Both MTGP and SCMB are fixed income ETFs. MTGP charges 0.46% a year and SCMB 0.03%. The main difference: MTGP follows a active selection strategy; SCMB uses index tracking.
- MTGP follows a active selection strategy; SCMB uses index tracking.
- SCMB costs 0.43% less per year.
- SCMB is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MTGP has delivered higher annualized returns.
Side-by-side comparison
| MTGP | SCMB | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.03% |
| Fund size (AUM) | $66M | $3.9B |
| Since | 2019 | 2022 |
| Dividend yield | 4.31% | 3.56% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.6% | +6.4% |
| CAGR 3Y | +4.6% | +3.3% |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.18 | -0.05 |
| Volatility 1Y | 4.72% | 2.89% |
| Max drawdown | -16.63% | -6.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.