MTBA vs HEDJ
Comparison between SIMPLIFY MBS ETF (MTBA, ETF) and WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ, ETF).
MTBA vs HEDJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTBA
$1.70B
Winner
HEDJ
$1.80B
Expense Ratio
Winner
MTBA
0.15%
HEDJ
0.58%
Max Drawdown
Winner
MTBA
6.22%
HEDJ
38.18%
Sharpe Ratio
MTBA
0.21
Winner
HEDJ
0.73
5Y Beta
Winner
MTBA
0.04
HEDJ
0.77
5Y Dividends CAGR
MTBA
N/A
HEDJ
8.93%
MTBA vs HEDJ - Historical Returns
Returns include dividend reinvestment.
1M
MTBA
-0.18%
Winner
HEDJ
+2.54%
3M
MTBA
-1.16%
Winner
HEDJ
+5.14%
6M
MTBA
+0.04%
Winner
HEDJ
+6.60%
1Y
MTBA
+4.52%
Winner
HEDJ
+14.80%
5Y(CAGR)
MTBA
N/A
HEDJ
+10.75%
10Y(CAGR)
MTBA
N/A
HEDJ
+10.56%
Max(CAGR)
MTBA
+4.96%
Winner
HEDJ
+8.82%
MTBA vs HEDJ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | MTBA | HEDJ |
|---|---|---|
| 2026 | -0.53% | +4.55% |
| 2025 | +7.65% | +23.50% |
| 2024 | +2.47% | +5.60% |
| 2023 | +3.64% | +23.15% |
| 2022 | N/A | -11.43% |
| 2021 | N/A | +22.25% |
| 2020 | N/A | -4.98% |
| 2019 | N/A | +27.10% |
| 2018 | N/A | -9.15% |
| 2017 | N/A | +12.11% |
| 2016 | N/A | +11.53% |
| 2015 | N/A | +5.16% |
| 2014 | N/A | +6.74% |
| 2013 | N/A | +19.10% |
| 2012 | N/A | +18.69% |
| 2011 | N/A | -10.30% |
| 2010 | N/A | +1.41% |
| 2009 | N/A | +0.00% |
MTBA vs HEDJ Drawdown Comparison
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The maximum drawdown for HEDJ was -38.18%, occurring on Mar 16, 2020. Recovery took 270 trading sessions.
The current MTBA drawdown is -1.90%. The current HEDJ drawdown is -1.94%.
| Rank | MTBA | HEDJ |
|---|---|---|
| #1 | -3.48% Sep 16, 2024 - Apr 1, 2025 | -38.18% Feb 12, 2020 - Mar 10, 2021 |
| #2 | -2.81% Feb 27, 2026 - May 19, 2026 | -26.09% Apr 10, 2015 - Mar 9, 2017 |
| #3 | -2.55% Feb 1, 2024 - Jun 5, 2024 | -22.22% Jan 4, 2022 - Feb 15, 2023 |
| #4 | -1.82% Apr 4, 2025 - Jun 23, 2025 | -21.93% Feb 17, 2011 - Dec 6, 2012 |
| #5 | -1.10% Dec 27, 2023 - Feb 1, 2024 | -16.93% May 22, 2018 - Apr 5, 2019 |
| #6 | -0.93% Jun 21, 2024 - Jul 9, 2024 | -15.93% Mar 19, 2025 - May 16, 2025 |
| #7 | -0.70% Jun 30, 2025 - Jul 29, 2025 | -13.36% Apr 14, 2010 - Jan 12, 2011 |
| #8 | -0.61% Jun 6, 2024 - Jun 12, 2024 | -12.12% Apr 1, 2024 - Jan 30, 2025 |
| #9 | -0.56% Dec 6, 2023 - Dec 13, 2023 | -12.04% Jun 19, 2014 - Dec 3, 2014 |
| #10 | -0.54% Nov 8, 2023 - Nov 14, 2023 | -11.90% Feb 25, 2026 - May 26, 2026 |
| #11 | -0.50% Sep 15, 2025 - Oct 13, 2025 | -11.01% May 21, 2013 - Aug 13, 2013 |
| #12 | -0.43% Jul 16, 2024 - Jul 29, 2024 | -10.52% Jul 28, 2023 - Dec 5, 2023 |
| #13 | -0.43% Aug 2, 2024 - Aug 20, 2024 | -10.14% Jan 19, 2010 - Mar 29, 2010 |
| #14 | -0.42% Oct 28, 2025 - Nov 21, 2025 | -8.96% Jan 23, 2018 - May 16, 2018 |
| #15 | -0.35% Nov 28, 2025 - Dec 17, 2025 | -8.61% Jul 24, 2019 - Oct 23, 2019 |
Correlation
Correlation between MTBA and HEDJ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2010 - 2026)
MTBA vs HEDJ dividend yield comparison.
| Year | MTBA | HEDJ |
|---|---|---|
| 2026 | 2.49% | 0.00% |
| 2025 | 5.98% | 1.63% |
| 2024 | 6.03% | 3.28% |
| 2023 | 0.48% | 3.31% |
| 2022 | 0.00% | 2.83% |
| 2021 | 0.00% | 2.08% |
| 2020 | 0.00% | 2.65% |
| 2019 | 0.00% | 1.82% |
| 2018 | 0.00% | 2.73% |
| 2017 | 0.00% | 2.27% |
| 2016 | 0.00% | 2.74% |
| 2015 | 0.00% | 9.44% |
| 2014 | 0.00% | 5.83% |
| 2013 | 0.00% | 1.85% |
| 2012 | 0.00% | 2.27% |
| 2011 | 0.00% | 3.39% |
| 2010 | 0.00% | 3.53% |
Select Stocks to Compare
Popular: MTBA vs SPYHEDJ vs SPY
More Comparisons
Compare with similar stocks