MTGP vs NEHI

Comparison between WISDOMTREE MORTGAGE PLUS BOND FUND (MTGP, ETF) and NEOS ETHEREUM HIGH INCOME ETF (NEHI, ETF).

MTGP vs NEHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MTGP(ETF)	NEHI(ETF)
Net Assets	$66M	$66M
Expense Ratio	0.46%	0.98%
Max Drawdown	21.93%	56.72%
Sharpe Ratio	0.38	-1.82
5Y Beta	0.02	2.40
5Y Dividends CAGR	9.14%	N/A

Net Assets

MTGP

$66M

Winner

NEHI

$66M

Expense Ratio

Winner

MTGP

0.46%

NEHI

0.98%

Max Drawdown

Winner

MTGP

21.93%

NEHI

56.72%

Sharpe Ratio

Winner

MTGP

0.38

NEHI

-1.82

5Y Beta

Winner

MTGP

0.02

NEHI

2.40

5Y Dividends CAGR

MTGP

9.14%

NEHI

N/A

MTGP vs NEHI - Historical Returns

Returns include dividend reinvestment.

Period	MTGP	NEHI
1 month	+0.06%	-31.56%
3 months	-0.55%	-21.51%
6 months	+0.55%	-43.86%
1 year	+5.52%	N/A
5 years(CAGR)	+0.29%	N/A
Max(CAGR)	+0.93%	-69.89%

Winner

MTGP

+0.06%

NEHI

-31.56%

Winner

MTGP

-0.55%

NEHI

-21.51%

Winner

MTGP

+0.55%

NEHI

-43.86%

MTGP

+5.52%

NEHI

N/A

5Y(CAGR)

MTGP

+0.29%

NEHI

N/A

Max(CAGR)

Winner

MTGP

+0.93%

NEHI

-69.89%

MTGP vs NEHI - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	MTGP	NEHI
2026	+0.27%	-45.86%
2025	+7.71%	-2.99%
2024	+2.73%	N/A
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 NEHI Drawdown Comparison

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

The maximum drawdown for NEHI was -49.63%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current MTGP drawdown is -1.53%. The current NEHI drawdown is -49.63%.

Rank	MTGP	NEHI
#1	-16.62% Aug 4, 2021 - Oct 16, 2025	-49.63% Jan 14, 2026 - Jun 5, 2026
#2	-4.97% Mar 9, 2020 - Jul 2, 2020	-14.84% Dec 10, 2025 - Jan 14, 2026
#3	-2.52% Feb 27, 2026 - May 19, 2026	-3.08% Dec 4, 2025 - Dec 8, 2025
#4	-1.32% Oct 28, 2025 - Jan 9, 2026	N/A
#5	-1.24% Feb 2, 2021 - Aug 2, 2021	N/A
#6	-1.13% Jan 14, 2026 - Feb 10, 2026	N/A
#7	-0.63% Dec 3, 2019 - Jan 13, 2020	N/A
#8	-0.35% Oct 1, 2020 - Nov 5, 2020	N/A
#9	-0.34% Nov 5, 2020 - Nov 20, 2020	N/A
#10	-0.33% Jan 4, 2021 - Jan 21, 2021	N/A
#11	-0.32% Feb 13, 2026 - Feb 23, 2026	N/A
#12	-0.27% Sep 3, 2020 - Oct 1, 2020	N/A
#13	-0.24% Oct 22, 2025 - Oct 27, 2025	N/A
#14	-0.23% Feb 10, 2026 - Feb 12, 2026	N/A
#15	-0.23% Nov 20, 2019 - Dec 3, 2019	N/A

Correlation

Correlation between MTGP and NEHI is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101