DIV vs. MTGP
DIV (Global X SuperDividend U.S. ETF) and MTGP (WisdomTree Mortgage Plus Bond Fund) are both exchange-traded funds - DIV is a Dividend fund tracking the Indxx SuperDividend® U.S. Low Volatility Index, while MTGP is a Mortgage Backed Securities fund actively managed by WisdomTree. DIV is passively managed, while MTGP is actively managed. Over the past 5 years, DIV returned 5.02%/yr vs 0.29%/yr for MTGP. At a 0.05 correlation, their price movements are largely independent. Both charge a 0.45% expense ratio.
Performance
DIV vs. MTGP - Performance Comparison
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Returns By Period
In the year-to-date period, DIV achieves a 11.63% return, which is significantly higher than MTGP's 0.21% return.
DIV
- 1D
- -1.38%
- 1M
- -1.56%
- YTD
- 11.63%
- 6M
- 10.20%
- 1Y
- 14.38%
- 3Y*
- 11.72%
- 5Y*
- 5.02%
- 10Y*
- 3.95%
MTGP
- 1D
- -0.23%
- 1M
- 0.13%
- YTD
- 0.21%
- 6M
- 0.15%
- 1Y
- 6.02%
- 3Y*
- 4.29%
- 5Y*
- 0.29%
- 10Y*
- —
DIV vs. MTGP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DIV Global X SuperDividend U.S. ETF | 11.63% | 3.10% | 11.27% | -1.73% | -3.92% | 30.60% | -22.85% | 3.39% |
MTGP WisdomTree Mortgage Plus Bond Fund | 0.21% | 7.57% | 2.48% | 3.96% | -11.29% | -0.64% | 4.91% | 0.05% |
Correlation
The correlation between DIV and MTGP is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2019 | 0.05 |
The correlation between DIV and MTGP shifts across timeframes, from 0.05 (all time) to 0.22 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
DIV vs. MTGP — Risk / Return Rank
DIV
MTGP
DIV vs. MTGP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend U.S. ETF (DIV) and WisdomTree Mortgage Plus Bond Fund (MTGP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DIV | MTGP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.24 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 2.39 | +0.37 |
| Martin ratioReturn relative to average drawdown | 7.79 | 6.36 | +1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DIV | MTGP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.27 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.05 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.18 | +0.10 |
Drawdowns
DIV vs. MTGP - Drawdown Comparison
The maximum DIV drawdown since its inception was -52.74%, which is greater than MTGP's maximum drawdown of -16.63%. Use the drawdown chart below to compare losses from any high point for DIV and MTGP.
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Drawdown Indicators
| DIV | MTGP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.74% | -16.63% | -36.11% |
Max Drawdown (1Y)Largest decline over 1 year | -5.23% | -2.53% | -2.70% |
Max Drawdown (3Y)Largest decline over 3 years | -12.33% | -6.46% | -5.87% |
Max Drawdown (5Y)Largest decline over 5 years | -21.14% | -16.63% | -4.51% |
Max Drawdown (10Y)Largest decline over 10 years | -52.74% | — | — |
Current DrawdownCurrent decline from peak | -3.20% | -1.53% | -1.67% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -5.11% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 0.95% | +0.90% |
Volatility
DIV vs. MTGP - Volatility Comparison
Global X SuperDividend U.S. ETF (DIV) has a higher volatility of 3.18% compared to WisdomTree Mortgage Plus Bond Fund (MTGP) at 1.30%. This indicates that DIV's price experiences larger fluctuations and is considered to be riskier than MTGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIV | MTGP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 1.30% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 7.11% | 3.09% | +4.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.36% | 4.78% | +5.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.68% | 5.79% | +7.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.98% | 5.25% | +12.73% |
DIV vs. MTGP - Expense Ratio Comparison
Both DIV and MTGP have an expense ratio of 0.45%.
Dividends
DIV vs. MTGP - Dividend Comparison
DIV's dividend yield for the trailing twelve months is around 7.36%, more than MTGP's 4.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIV Global X SuperDividend U.S. ETF | 7.36% | 7.30% | 5.74% | 7.13% | 6.62% | 5.24% | 8.01% | 7.65% | 7.08% | 5.92% | 6.78% | 8.44% |
MTGP WisdomTree Mortgage Plus Bond Fund | 4.32% | 4.19% | 4.05% | 3.02% | 2.47% | 1.64% | 2.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DIV and MTGP have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIV has higher volatility (3.18%) compared to MTGP (1.30%). In terms of maximum drawdown, DIV dropped -52.74% vs MTGP's -16.63%.
On 5-year performance, DIV leads with 5.02% vs 0.29% for MTGP. Both ETFs have the same 0.45% expense ratio. On volatility, MTGP has been the lower-risk option at 1.30%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DIV has performed better with a 5.02% return vs 0.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DIV and MTGP have the same expense ratio: 0.45% per year.
DIV has the higher dividend yield at 7.36%, compared with 4.32% for MTGP.
DIV is categorized as Dividend, while MTGP is Mortgage Backed Securities. They also come from different issuers: Global X and WisdomTree.
DIV currently has the higher Sharpe Ratio (1.40 vs 1.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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