Screener
MTGP vs USIN
WisdomTree Mortgage Plus Bond Fund vs Wisdomtree 7-10 Year Laddered Treasury Fund ETF
Key differences
Both MTGP and USIN are fixed income ETFs. MTGP charges 0.46% a year and USIN 0.15%. The main difference: MTGP follows a active selection strategy; USIN uses index tracking.
- MTGP follows a active selection strategy; USIN uses index tracking.
- USIN costs 0.31% less per year.
- MTGP is much larger than USIN. 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 | USIN | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.15% |
| Fund size (AUM) | $66M | $4M |
| Since | 2019 | 2024 |
| Dividend yield | 4.31% | 3.97% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.9% | +3.9% |
| CAGR 3Y | +4.3% | N/A |
| CAGR 5Y | +0.3% | N/A |
| Sharpe 3Y | 0.14 | N/A |
| Volatility 1Y | 4.72% | 4.64% |
| Max drawdown | -16.63% | -6.88% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.