ARP vs MTGP
Comparison between PMV ADAPTIVE RISK PARITY ETF (ARP, ETF) and WISDOMTREE MORTGAGE PLUS BOND FUND (MTGP, ETF).
ARP vs MTGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ARP
$66M
MTGP
$66M
Expense Ratio
ARP
1.42%
Winner
MTGP
0.46%
Max Drawdown
Winner
ARP
10.13%
MTGP
21.93%
Sharpe Ratio
Winner
ARP
1.19
MTGP
0.21
5Y Beta
ARP
0.45
Winner
MTGP
0.02
5Y Dividends CAGR
ARP
N/A
MTGP
11.03%
ARP vs MTGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARP
+0.78%
MTGP
-0.29%
3M
Winner
ARP
+2.48%
MTGP
-0.44%
6M
Winner
ARP
+4.08%
MTGP
+0.17%
1Y
Winner
ARP
+22.00%
MTGP
+4.36%
5Y(CAGR)
ARP
N/A
MTGP
+0.20%
Max(CAGR)
Winner
ARP
+12.37%
MTGP
+0.92%
ARP vs MTGP - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | ARP | MTGP |
|---|---|---|
| 2026 | +8.89% | +0.33% |
| 2025 | +18.33% | +7.71% |
| 2024 | +14.49% | +2.73% |
| 2023 | +2.97% | +4.46% |
| 2022 | -0.57% | -11.13% |
| 2021 | N/A | -0.79% |
| 2020 | N/A | +4.86% |
| 2019 | N/A | +0.05% |
ARP vs MTGP Drawdown Comparison
The maximum drawdown for ARP was -10.13%, occurring on Mar 26, 2026. Recovery took 50 trading sessions.
The maximum drawdown for MTGP was -16.62%, occurring on Oct 25, 2023. Recovery took 1055 trading sessions.
The current ARP drawdown is -2.30%. The current MTGP drawdown is -1.47%.
| Rank | ARP | MTGP |
|---|---|---|
| #1 | -10.13% Feb 27, 2026 - May 11, 2026 | -16.62% Aug 4, 2021 - Oct 16, 2025 |
| #2 | -6.74% Jul 16, 2024 - Sep 19, 2024 | -4.97% Mar 9, 2020 - Jul 2, 2020 |
| #3 | -6.10% Jun 2, 2026 - Jun 24, 2026 | -2.52% Feb 27, 2026 - May 19, 2026 |
| #4 | -5.90% Jan 29, 2026 - Feb 25, 2026 | -1.32% Oct 28, 2025 - Jan 9, 2026 |
| #5 | -5.87% Feb 19, 2025 - Jun 11, 2025 | -1.24% Feb 2, 2021 - Aug 2, 2021 |
| #6 | -5.79% Jul 18, 2023 - Jan 23, 2024 | -1.13% Jan 14, 2026 - Feb 10, 2026 |
| #7 | -4.47% Jan 23, 2023 - Jul 13, 2023 | -0.63% Dec 3, 2019 - Jan 13, 2020 |
| #8 | -4.13% Oct 20, 2025 - Dec 10, 2025 | -0.35% Oct 1, 2020 - Nov 5, 2020 |
| #9 | -3.41% Apr 11, 2024 - May 15, 2024 | -0.34% Nov 5, 2020 - Nov 20, 2020 |
| #10 | -2.77% Dec 11, 2024 - Feb 4, 2025 | -0.33% Jan 4, 2021 - Jan 21, 2021 |
| #11 | -2.75% Nov 7, 2024 - Dec 11, 2024 | -0.32% Feb 13, 2026 - Feb 23, 2026 |
| #12 | -2.65% Jul 23, 2025 - Aug 22, 2025 | -0.27% Sep 3, 2020 - Oct 1, 2020 |
| #13 | -2.63% Oct 8, 2025 - Oct 15, 2025 | -0.24% Oct 22, 2025 - Oct 27, 2025 |
| #14 | -2.24% Dec 26, 2025 - Jan 9, 2026 | -0.23% Feb 10, 2026 - Feb 12, 2026 |
| #15 | -1.90% May 21, 2024 - Jun 18, 2024 | -0.23% Nov 20, 2019 - Dec 3, 2019 |
Correlation
Correlation between ARP and MTGP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
ARP vs MTGP dividend yield comparison.
| Year | ARP | MTGP |
|---|---|---|
| 2026 | 0.00% | 1.94% |
| 2025 | 6.54% | 4.19% |
| 2024 | 5.29% | 4.05% |
| 2023 | 2.67% | 3.02% |
| 2022 | 0.06% | 2.47% |
| 2021 | 0.00% | 1.64% |
| 2020 | 0.00% | 2.61% |
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