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Screener

MTGP vs TRBF

WisdomTree Mortgage Plus Bond Fund vs Angel Oak Total Return ETF

MTGP

WisdomTree Mortgage Plus Bond Fund

Annual cost

0.46%

Fund size

$66M

TRBF

Angel Oak Total Return ETF

Annual cost

0.44%

Fund size

$29M

Key differences

Both MTGP and TRBF are fixed income ETFs. MTGP charges 0.46% a year and TRBF 0.44%. The main difference: MTGP has a longer track record, which may reduce uncertainty around long-term behavior.

  • MTGP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MTGPTRBF
Annual cost (TER)0.46%0.44%
Fund size (AUM)$66M$29M
Since20192025
Dividend yield4.31%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%N/A
CAGR 3Y+4.6%N/A
CAGR 5Y+0.4%N/A
Sharpe 3Y0.18N/A
Volatility 1Y4.72%
Max drawdown-16.63%-2.61%

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

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