MTGP vs FMCE

Comparison between WISDOMTREE MORTGAGE PLUS BOND FUND (MTGP, ETF) and FM COMPOUNDERS EQUITY ETF (FMCE, ETF).

MTGP vs FMCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MTGP(ETF)	FMCE(ETF)
Net Assets	$66M	$66M
Expense Ratio	0.46%	0.72%
Max Drawdown	21.93%	11.88%
Sharpe Ratio	0.38	0.54
5Y Beta	0.02	0.70
P/E Ratio	N/A	27.31
Forward P/E	N/A	22.70
PEG Ratio	N/A	0.62
5Y Dividends CAGR	9.14%	N/A
5Y EPS CAGR	N/A	15.48%
Debt to Equity	N/A	29.55%
P/S Ratio	N/A	3.36
P/B Ratio	N/A	5.11

Net Assets

Winner

MTGP

$66M

FMCE

$66M

Expense Ratio

Winner

MTGP

0.46%

FMCE

0.72%

Max Drawdown

MTGP

21.93%

Winner

FMCE

11.88%

Sharpe Ratio

MTGP

0.38

Winner

FMCE

0.54

5Y Beta

Winner

MTGP

0.02

FMCE

0.70

P/E Ratio

MTGP

N/A

FMCE

27.31

Forward P/E

MTGP

N/A

FMCE

22.70

PEG Ratio

MTGP

N/A

FMCE

0.62

5Y Dividends CAGR

MTGP

9.14%

FMCE

N/A

5Y EPS CAGR

MTGP

N/A

FMCE

15.48%

Debt to Equity

MTGP

N/A

FMCE

29.55%

P/S Ratio

MTGP

N/A

FMCE

3.36

P/B Ratio

MTGP

N/A

FMCE

5.11

MTGP vs FMCE - Historical Returns

Returns include dividend reinvestment.

Period	MTGP	FMCE
1 month	+0.06%	-0.17%
3 months	-0.55%	+5.60%
6 months	+0.55%	+4.68%
1 year	+5.52%	+10.33%
5 years(CAGR)	+0.29%	N/A
Max(CAGR)	+0.93%	+8.50%

Winner

MTGP

+0.06%

FMCE

-0.17%

MTGP

-0.55%

Winner

FMCE

+5.60%

MTGP

+0.55%

Winner

FMCE

+4.68%

MTGP

+5.52%

Winner

FMCE

+10.33%

5Y(CAGR)

MTGP

+0.29%

FMCE

N/A

Max(CAGR)

MTGP

+0.93%

Winner

FMCE

+8.50%

MTGP vs FMCE - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	MTGP	FMCE
2026	+0.27%	+4.99%
2025	+7.71%	+11.24%
2024	+2.73%	-2.72%
2023	+4.46%	N/A
2022	-11.13%	N/A
2021	-0.79%	N/A
2020	+4.86%	N/A
2019	+0.05%	N/A

MTGP vs FMCE Drawdown Comparison

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

The maximum drawdown for FMCE was -11.69%, occurring on Apr 8, 2025. Recovery took 110 trading sessions.

The current MTGP drawdown is -1.53%. The current FMCE drawdown is -2.04%.

Rank	MTGP	FMCE
#1	-16.62% Aug 4, 2021 - Oct 16, 2025	-11.69% Nov 29, 2024 - May 12, 2025
#2	-4.97% Mar 9, 2020 - Jul 2, 2020	-10.77% Jan 9, 2026 - Apr 29, 2026
#3	-2.52% Feb 27, 2026 - May 19, 2026	-5.89% Oct 27, 2025 - Dec 11, 2025
#4	-1.32% Oct 28, 2025 - Jan 9, 2026	-3.30% Jul 3, 2025 - Aug 28, 2025
#5	-1.24% Feb 2, 2021 - Aug 2, 2021	-2.97% Oct 6, 2025 - Oct 23, 2025
#6	-1.13% Jan 14, 2026 - Feb 10, 2026	-2.73% May 19, 2025 - Jun 24, 2025
#7	-0.63% Dec 3, 2019 - Jan 13, 2020	-2.19% May 11, 2026 - May 15, 2026
#8	-0.35% Oct 1, 2020 - Nov 5, 2020	-2.16% Dec 11, 2025 - Jan 5, 2026
#9	-0.34% Nov 5, 2020 - Nov 20, 2020	-1.67% Aug 28, 2025 - Sep 18, 2025
#10	-0.33% Jan 4, 2021 - Jan 21, 2021	-0.89% Sep 22, 2025 - Oct 1, 2025
#11	-0.32% Feb 13, 2026 - Feb 23, 2026	-0.65% Nov 11, 2024 - Nov 21, 2024
#12	-0.27% Sep 3, 2020 - Oct 1, 2020	-0.63% May 1, 2026 - May 5, 2026
#13	-0.24% Oct 22, 2025 - Oct 27, 2025	-0.62% May 13, 2025 - May 16, 2025
#14	-0.23% Feb 10, 2026 - Feb 12, 2026	-0.59% Jun 24, 2025 - Jun 26, 2025
#15	-0.23% Nov 20, 2019 - Dec 3, 2019	-0.55% Jan 6, 2026 - Jan 9, 2026