MTGP vs CAMX

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

MTGP vs CAMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

MTGP

$66M

CAMX

$66M

Expense Ratio

Winner

MTGP

0.46%

CAMX

0.59%

Max Drawdown

MTGP

21.93%

Winner

CAMX

15.71%

Sharpe Ratio

MTGP

0.38

Winner

CAMX

0.82

5Y Beta

Winner

MTGP

0.02

CAMX

0.77

P/E Ratio

MTGP

N/A

CAMX

26.04

Forward P/E

MTGP

N/A

CAMX

15.78

PEG Ratio

MTGP

N/A

CAMX

1.00

5Y Dividends CAGR

MTGP

9.14%

CAMX

N/A

5Y EPS CAGR

MTGP

N/A

CAMX

5.26%

Debt to Equity

MTGP

N/A

CAMX

13.36%

P/S Ratio

MTGP

N/A

CAMX

1.16

P/B Ratio

MTGP

N/A

CAMX

3.18

MTGP vs CAMX - Historical Returns

Returns include dividend reinvestment.

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

MTGP

+0.06%

Winner

CAMX

+1.80%

MTGP

-0.55%

Winner

CAMX

+7.18%

MTGP

+0.55%

Winner

CAMX

+8.26%

MTGP

+5.52%

Winner

CAMX

+15.50%

5Y(CAGR)

MTGP

+0.29%

CAMX

N/A

Max(CAGR)

MTGP

+0.93%

Winner

CAMX

+12.41%

MTGP vs CAMX - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

MTGP vs CAMX Drawdown Comparison

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

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

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

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