MTGP vs ARP
Comparison between WISDOMTREE MORTGAGE PLUS BOND FUND (MTGP, ETF) and PMV ADAPTIVE RISK PARITY ETF (ARP, ETF).
MTGP vs ARP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTGP
$66M
Winner
ARP
$66M
Expense Ratio
Winner
MTGP
0.46%
ARP
1.42%
Max Drawdown
MTGP
21.93%
Winner
ARP
10.13%
Sharpe Ratio
MTGP
0.12
Winner
ARP
1.16
5Y Beta
Winner
MTGP
0.02
ARP
0.45
5Y Dividends CAGR
MTGP
11.03%
ARP
N/A
MTGP vs ARP - Historical Returns
Returns include dividend reinvestment.
1M
MTGP
-0.66%
Winner
ARP
+2.27%
3M
MTGP
-0.64%
Winner
ARP
+1.04%
6M
MTGP
-0.03%
Winner
ARP
+1.74%
1Y
MTGP
+4.18%
Winner
ARP
+19.72%
5Y(CAGR)
MTGP
+0.15%
ARP
N/A
Max(CAGR)
MTGP
+0.88%
Winner
ARP
+12.13%
MTGP vs ARP - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | MTGP | ARP |
|---|---|---|
| 2026 | +0.10% | +8.12% |
| 2025 | +7.71% | +18.33% |
| 2024 | +2.73% | +14.49% |
| 2023 | +4.46% | +2.97% |
| 2022 | -11.13% | -0.57% |
| 2021 | -0.79% | N/A |
| 2020 | +4.86% | N/A |
| 2019 | +0.05% | N/A |
MTGP vs ARP Drawdown Comparison
The maximum drawdown for MTGP was -16.62%, occurring on Oct 25, 2023. Recovery took 1055 trading sessions.
The maximum drawdown for ARP was -10.13%, occurring on Mar 26, 2026. Recovery took 50 trading sessions.
The current MTGP drawdown is -1.69%. The current ARP drawdown is -2.98%.
| Rank | MTGP | ARP |
|---|---|---|
| #1 | -16.62% Aug 4, 2021 - Oct 16, 2025 | -10.13% Feb 27, 2026 - May 11, 2026 |
| #2 | -4.97% Mar 9, 2020 - Jul 2, 2020 | -6.74% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -2.52% Feb 27, 2026 - May 19, 2026 | -6.10% Jun 2, 2026 - Jun 24, 2026 |
| #4 | -1.32% Oct 28, 2025 - Jan 9, 2026 | -5.90% Jan 29, 2026 - Feb 25, 2026 |
| #5 | -1.24% Feb 2, 2021 - Aug 2, 2021 | -5.87% Feb 19, 2025 - Jun 11, 2025 |
| #6 | -1.13% Jan 14, 2026 - Feb 10, 2026 | -5.79% Jul 18, 2023 - Jan 23, 2024 |
| #7 | -0.63% Dec 3, 2019 - Jan 13, 2020 | -4.47% Jan 23, 2023 - Jul 13, 2023 |
| #8 | -0.35% Oct 1, 2020 - Nov 5, 2020 | -4.13% Oct 20, 2025 - Dec 10, 2025 |
| #9 | -0.34% Nov 5, 2020 - Nov 20, 2020 | -3.41% Apr 11, 2024 - May 15, 2024 |
| #10 | -0.33% Jan 4, 2021 - Jan 21, 2021 | -2.77% Dec 11, 2024 - Feb 4, 2025 |
| #11 | -0.32% Feb 13, 2026 - Feb 23, 2026 | -2.75% Nov 7, 2024 - Dec 11, 2024 |
| #12 | -0.27% Sep 3, 2020 - Oct 1, 2020 | -2.65% Jul 23, 2025 - Aug 22, 2025 |
| #13 | -0.24% Oct 22, 2025 - Oct 27, 2025 | -2.63% Oct 8, 2025 - Oct 15, 2025 |
| #14 | -0.23% Feb 10, 2026 - Feb 12, 2026 | -2.24% Dec 26, 2025 - Jan 9, 2026 |
| #15 | -0.23% Nov 20, 2019 - Dec 3, 2019 | -1.90% May 21, 2024 - Jun 18, 2024 |
Correlation
Correlation between MTGP and ARP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
MTGP vs ARP dividend yield comparison.
| Year | MTGP | ARP |
|---|---|---|
| 2026 | 1.94% | 0.00% |
| 2025 | 4.19% | 6.54% |
| 2024 | 4.05% | 5.29% |
| 2023 | 3.02% | 2.67% |
| 2022 | 2.47% | 0.06% |
| 2021 | 1.64% | 0.00% |
| 2020 | 2.61% | 0.00% |
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