CAMX vs MTGP

Comparison between CAMBIAR AGGRESSIVE VALUE ETF (CAMX, ETF) and WISDOMTREE MORTGAGE PLUS BOND FUND (MTGP, ETF).

CAMX vs MTGP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAMX(ETF)	MTGP(ETF)
Net Assets	$66M	$66M
Expense Ratio	0.59%	0.46%
Max Drawdown	15.71%	21.93%
Sharpe Ratio	0.82	0.38
5Y Beta	0.77	0.02
P/E Ratio	26.04	N/A
Forward P/E	15.78	N/A
PEG Ratio	1.00	N/A
5Y Dividends CAGR	N/A	9.14%
5Y EPS CAGR	5.26%	N/A
Debt to Equity	13.36%	N/A
P/S Ratio	1.16	N/A
P/B Ratio	3.18	N/A

Net Assets

CAMX

$66M

Winner

MTGP

$66M

Expense Ratio

CAMX

0.59%

Winner

MTGP

0.46%

Max Drawdown

Winner

CAMX

15.71%

MTGP

21.93%

Sharpe Ratio

Winner

CAMX

0.82

MTGP

0.38

5Y Beta

CAMX

0.77

Winner

MTGP

0.02

P/E Ratio

CAMX

26.04

MTGP

N/A

Forward P/E

CAMX

15.78

MTGP

N/A

PEG Ratio

CAMX

1.00

MTGP

N/A

5Y Dividends CAGR

CAMX

N/A

MTGP

9.14%

5Y EPS CAGR

CAMX

5.26%

MTGP

N/A

Debt to Equity

CAMX

13.36%

MTGP

N/A

P/S Ratio

CAMX

1.16

MTGP

N/A

P/B Ratio

CAMX

3.18

MTGP

N/A

CAMX vs MTGP - Historical Returns

Returns include dividend reinvestment.

Period	CAMX	MTGP
1 month	+1.80%	+0.06%
3 months	+7.18%	-0.55%
6 months	+8.26%	+0.55%
1 year	+15.50%	+5.52%
5 years(CAGR)	N/A	+0.29%
Max(CAGR)	+12.41%	+0.93%

Winner

CAMX

+1.80%

MTGP

+0.06%

Winner

CAMX

+7.18%

MTGP

-0.55%

Winner

CAMX

+8.26%

MTGP

+0.55%

Winner

CAMX

+15.50%

MTGP

+5.52%

5Y(CAGR)

CAMX

N/A

MTGP

+0.29%

Max(CAGR)

Winner

CAMX

+12.41%

MTGP

+0.93%

CAMX vs MTGP - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	CAMX	MTGP
2026	+8.17%	+0.27%
2025	+9.44%	+7.71%
2024	+12.55%	+2.73%
2023	+9.71%	+4.46%
2022	N/A	-11.13%
2021	N/A	-0.79%
2020	N/A	+4.86%
2019	N/A	+0.05%

CAMX vs MTGP Drawdown Comparison

The maximum drawdown for CAMX was -15.71%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for MTGP was -16.62%, occurring on Oct 25, 2023. Recovery took 1055 trading sessions.

The current CAMX drawdown is -0.79%. The current MTGP drawdown is -1.53%.

Rank	CAMX	MTGP
#1	-15.71% Feb 20, 2025 - Jul 1, 2025	-16.62% Aug 4, 2021 - Oct 16, 2025
#2	-11.79% Feb 10, 2026 - May 6, 2026	-4.97% Mar 9, 2020 - Jul 2, 2020
#3	-9.68% Jul 31, 2023 - Dec 13, 2023	-2.52% Feb 27, 2026 - May 19, 2026
#4	-8.78% Feb 15, 2023 - Jun 13, 2023	-1.32% Oct 28, 2025 - Jan 9, 2026
#5	-8.50% May 15, 2024 - Sep 27, 2024	-1.24% Feb 2, 2021 - Aug 2, 2021
#6	-6.74% Aug 22, 2025 - Dec 3, 2025	-1.13% Jan 14, 2026 - Feb 10, 2026
#7	-5.77% Jul 10, 2025 - Aug 22, 2025	-0.63% Dec 3, 2019 - Jan 13, 2020
#8	-5.13% Dec 2, 2024 - Jan 21, 2025	-0.35% Oct 1, 2020 - Nov 5, 2020
#9	-3.83% Mar 28, 2024 - May 9, 2024	-0.34% Nov 5, 2020 - Nov 20, 2020
#10	-2.78% May 6, 2026 - May 28, 2026	-0.33% Jan 4, 2021 - Jan 21, 2021
#11	-2.45% Oct 14, 2024 - Nov 6, 2024	-0.32% Feb 13, 2026 - Feb 23, 2026
#12	-2.42% Jun 15, 2023 - Jul 3, 2023	-0.27% Sep 3, 2020 - Oct 1, 2020
#13	-2.37% Nov 11, 2024 - Nov 25, 2024	-0.24% Oct 22, 2025 - Oct 27, 2025
#14	-1.95% Jan 23, 2025 - Feb 13, 2025	-0.23% Feb 10, 2026 - Feb 12, 2026
#15	-1.94% Sep 27, 2024 - Oct 14, 2024	-0.23% Nov 20, 2019 - Dec 3, 2019