Screener
MTGP vs SPMB
WisdomTree Mortgage Plus Bond Fund vs State Street SPDR Portfolio Mortgage Backed Bond ETF
Key differences
Both MTGP and SPMB are fixed income ETFs. MTGP charges 0.46% a year and SPMB 0.04%. The main difference: MTGP follows a active selection strategy; SPMB uses index tracking.
- MTGP follows a active selection strategy; SPMB uses index tracking.
- SPMB costs 0.42% less per year.
- SPMB is much larger than MTGP. Larger funds are usually more liquid and less likely to close.
- SPMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MTGP | SPMB | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.04% |
| Fund size (AUM) | $66M | $7.0B |
| Since | 2019 | 2009 |
| Dividend yield | 4.31% | 4.05% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.6% | +6.3% |
| CAGR 3Y | +4.6% | +4.5% |
| CAGR 5Y | +0.4% | +0.4% |
| Sharpe 3Y | 0.18 | 0.17 |
| Volatility 1Y | 4.72% | 4.24% |
| Max drawdown | -16.63% | -18.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.