MTGP vs SJB
Comparison between WISDOMTREE MORTGAGE PLUS BOND FUND (MTGP, ETF) and PROSHARES SHORT HIGH YIELD (SJB, ETF).
5-Year PerformanceMTGP has outperformed SJB, delivering a return of +0.3% compared to -0.5%
MTGP vs SJB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MTGP vs SJB - Historical Returns
Returns include dividend reinvestment.
MTGP vs SJB - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | MTGP | SJB |
|---|---|---|
| 2026 | +0.70% | +0.44% |
| 2025 | +7.71% | -1.63% |
| 2024 | +2.73% | -1.13% |
| 2023 | +4.46% | -5.47% |
| 2022 | -11.13% | +9.51% |
| 2021 | -0.79% | -7.04% |
| 2020 | +4.86% | -8.79% |
| 2019 | +0.05% | -11.72% |
| 2018 | N/A | +2.52% |
| 2017 | N/A | -5.75% |
| 2016 | N/A | -14.50% |
| 2015 | N/A | +2.39% |
| 2014 | N/A | -4.54% |
| 2013 | N/A | -7.96% |
| 2012 | N/A | -13.08% |
| 2011 | N/A | -7.20% |
MTGP vs SJB Drawdown Comparison
The maximum drawdown for MTGP was -16.62%, occurring on Oct 25, 2023. Recovery took 1055 trading sessions.
The maximum drawdown for SJB was -58.06%, occurring on Dec 28, 2021. This drawdown has not yet recovered.
The current MTGP drawdown is -1.10%. The current SJB drawdown is -57.50%.
| Rank | MTGP | SJB |
|---|---|---|
| #1 | -16.62% Aug 4, 2021 - Oct 16, 2025 | -58.06% Oct 4, 2011 - Dec 28, 2021 |
| #2 | -4.97% Mar 9, 2020 - Jul 2, 2020 | -6.29% Aug 8, 2011 - Oct 3, 2011 |
| #3 | -2.52% Feb 27, 2026 - May 19, 2026 | -5.33% Jun 16, 2011 - Aug 8, 2011 |
| #4 | -1.32% Oct 28, 2025 - Jan 9, 2026 | -2.68% Mar 22, 2011 - Jun 13, 2011 |
| #5 | -1.24% Feb 2, 2021 - Aug 2, 2021 | -0.67% Jun 13, 2011 - Jun 16, 2011 |
| #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 SJB is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2018 - 2026)
MTGP vs SJB dividend yield comparison.
| Year | MTGP | SJB |
|---|---|---|
| 2026 | 1.60% | 0.22% |
| 2025 | 4.19% | 3.86% |
| 2024 | 4.05% | 5.86% |
| 2023 | 3.02% | 4.10% |
| 2022 | 2.47% | 0.46% |
| 2021 | 1.64% | 0.00% |
| 2020 | 2.61% | 0.07% |
| 2019 | 0.00% | 1.27% |
| 2018 | 0.00% | 0.71% |
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