Correlation
The correlation between MTGP and DIV is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
MTGP vs. DIV
Compare and contrast key facts about WisdomTree Mortgage Plus Bond Fund (MTGP) and Global X SuperDividend U.S. ETF (DIV).
MTGP and DIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MTGP is an actively managed fund by WisdomTree. It was launched on Nov 14, 2019. DIV is a passively managed fund by Global X that tracks the performance of the INDXX SuperDividend U.S. Low Volatility Index. It was launched on Mar 11, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MTGP or DIV.
Performance
MTGP vs. DIV - Performance Comparison
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Key characteristics
MTGP:
1.13
DIV:
0.63
MTGP:
1.68
DIV:
0.91
MTGP:
1.20
DIV:
1.13
MTGP:
0.61
DIV:
0.73
MTGP:
2.57
DIV:
2.58
MTGP:
2.53%
DIV:
3.51%
MTGP:
5.83%
DIV:
14.55%
MTGP:
-16.63%
DIV:
-52.74%
MTGP:
-4.56%
DIV:
-5.98%
Returns By Period
In the year-to-date period, MTGP achieves a 2.30% return, which is significantly higher than DIV's 0.40% return.
MTGP
2.30%
-0.79%
0.92%
6.55%
1.23%
-0.28%
N/A
DIV
0.40%
-1.46%
-5.42%
9.06%
0.72%
9.63%
2.29%
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MTGP vs. DIV - Expense Ratio Comparison
Both MTGP and DIV have an expense ratio of 0.45%.
Risk-Adjusted Performance
MTGP vs. DIV — Risk-Adjusted Performance Rank
MTGP
DIV
MTGP vs. DIV - Risk-Adjusted Performance 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.
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Dividends
MTGP vs. DIV - Dividend Comparison
MTGP's dividend yield for the trailing twelve months is around 4.19%, less than DIV's 6.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTGP WisdomTree Mortgage Plus Bond Fund | 4.19% | 4.05% | 3.02% | 2.47% | 1.64% | 2.61% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DIV Global X SuperDividend U.S. ETF | 6.60% | 5.74% | 7.13% | 6.62% | 5.24% | 8.01% | 7.66% | 7.08% | 5.92% | 6.78% | 8.38% | 5.32% |
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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Volatility
MTGP vs. DIV - Volatility Comparison
The current volatility for WisdomTree Mortgage Plus Bond Fund (MTGP) is 1.69%, while Global X SuperDividend U.S. ETF (DIV) has a volatility of 3.94%. 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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