MTGP vs. DIV
MTGP (WisdomTree Mortgage Plus Bond Fund) and DIV (Global X SuperDividend U.S. ETF) are both exchange-traded funds - MTGP is a Mortgage Backed Securities fund actively managed by WisdomTree, while DIV is a Mid Cap Value Equities fund tracking the Indxx SuperDividend® U.S. Low Volatility Index. MTGP is actively managed, while DIV is passively managed. Over the past 5 years, MTGP returned 0.39%/yr vs 5.62%/yr for DIV. At a 0.06 correlation, their price movements are largely independent. Both charge a 0.45% expense ratio.
Performance
MTGP vs. DIV - Performance Comparison
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Returns By Period
In the year-to-date period, MTGP achieves a 0.71% return, which is significantly lower than DIV's 13.39% return.
MTGP
- 1D
- 0.15%
- 1M
- 0.85%
- YTD
- 0.71%
- 6M
- 0.71%
- 1Y
- 5.24%
- 3Y*
- 4.42%
- 5Y*
- 0.39%
- 10Y*
- —
DIV
- 1D
- 1.81%
- 1M
- -1.67%
- YTD
- 13.39%
- 6M
- 13.87%
- 1Y
- 15.53%
- 3Y*
- 12.84%
- 5Y*
- 5.62%
- 10Y*
- 4.14%
MTGP vs. DIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MTGP WisdomTree Mortgage Plus Bond Fund | 0.71% | 7.57% | 2.48% | 3.96% | -11.29% | -0.64% | 4.91% | 0.08% |
DIV Global X SuperDividend U.S. ETF | 13.39% | 3.10% | 11.27% | -1.73% | -3.92% | 30.60% | -22.85% | 3.34% |
Correlation
The correlation between MTGP and DIV is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
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 14, 2019 | 0.06 |
The correlation between MTGP and DIV shifts across timeframes, from 0.06 (all time) to 0.22 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
MTGP vs. DIV — Risk / Return Rank
MTGP
DIV
MTGP vs. DIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Mortgage Plus Bond Fund (MTGP) and Global X SuperDividend U.S. ETF (DIV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MTGP | DIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.08 | 2.98 | -0.90 |
| Martin ratioReturn relative to average drawdown | 5.31 | 8.09 | -2.78 |
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Drawdowns
MTGP vs. DIV - Drawdown Comparison
The maximum MTGP drawdown since its inception was -16.63%, smaller than the maximum DIV drawdown of -52.74%. Use the drawdown chart below to compare losses from any high point for MTGP and DIV.
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Drawdown Indicators
| MTGP | DIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.63% | -52.74% | +36.11% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -5.23% | +2.70% |
Max Drawdown (3Y)Largest decline over 3 years | -6.46% | -12.33% | +5.87% |
Max Drawdown (5Y)Largest decline over 5 years | -16.63% | -21.14% | +4.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -52.74% | — |
Current DrawdownCurrent decline from peak | -1.04% | -1.67% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -5.08% | -7.01% | +1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 1.92% | -0.93% |
Volatility
MTGP vs. DIV - Volatility Comparison
The current volatility for WisdomTree Mortgage Plus Bond Fund (MTGP) is 0.97%, while Global X SuperDividend U.S. ETF (DIV) has a volatility of 3.68%. This indicates that MTGP experiences smaller price fluctuations and is considered to be less risky than DIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MTGP | DIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.97% | 3.68% | -2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 3.09% | 7.54% | -4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.73% | 10.64% | -5.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.80% | 13.69% | -7.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.24% | 18.00% | -12.76% |
MTGP vs. DIV - Expense Ratio Comparison
Both MTGP and DIV have an expense ratio of 0.45%.
Dividends
MTGP vs. DIV - Dividend Comparison
MTGP's dividend yield for the trailing twelve months is around 4.30%, less than DIV's 6.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIV Global X SuperDividend U.S. ETF | 6.77% | 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 | 4.30% | 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
MTGP and DIV have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIV has higher volatility (3.68%) compared to MTGP (0.97%). In terms of maximum drawdown, MTGP dropped -16.63% vs DIV's -52.74%.
On 5-year performance, DIV leads with 5.62% vs 0.39% for MTGP. Both ETFs have the same 0.45% expense ratio. On volatility, MTGP has been the lower-risk option at 0.97%. 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 5.62% return vs 0.39%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
MTGP and DIV have the same expense ratio: 0.45% per year.
DIV has the higher dividend yield at 6.77%, compared with 4.30% for MTGP.
MTGP is categorized as Mortgage Backed Securities, while DIV is Mid Cap Value Equities. They also come from different issuers: WisdomTree and Global X.
DIV currently has the higher Sharpe Ratio (1.47 vs 1.11), 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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