MTGP vs XYLG

Comparison between WISDOMTREE MORTGAGE PLUS BOND FUND (MTGP, ETF) and GLOBAL X S&P 500 COVERED CALL & GROWTH ETF (XYLG, ETF).

5-Year PerformanceXYLG has outperformed MTGP, delivering a return of +10.4% compared to +0.2%

MTGP vs XYLG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MTGP(ETF)	XYLG(ETF)
Net Assets	$66M	$66M
Expense Ratio	0.46%	0.35%
Max Drawdown	21.93%	29.89%
Sharpe Ratio	0.21	1.43
5Y Beta	0.02	0.82
P/E Ratio	N/A	28.30
Forward P/E	N/A	20.59
5Y Dividends CAGR	11.03%	27.44%
5Y EPS CAGR	N/A	28.67%
Debt to Equity	N/A	39.34%
P/S Ratio	N/A	3.62
P/B Ratio	N/A	5.51

Net Assets

Winner

MTGP

$66M

XYLG

$66M

Expense Ratio

MTGP

0.46%

Winner

XYLG

0.35%

Max Drawdown

Winner

MTGP

21.93%

XYLG

29.89%

Sharpe Ratio

MTGP

0.21

Winner

XYLG

1.43

5Y Beta

Winner

MTGP

0.02

XYLG

0.82

P/E Ratio

MTGP

N/A

XYLG

28.30

Forward P/E

MTGP

N/A

XYLG

20.59

5Y Dividends CAGR

MTGP

11.03%

Winner

XYLG

27.44%

5Y EPS CAGR

MTGP

N/A

XYLG

28.67%

Debt to Equity

MTGP

N/A

XYLG

39.34%

P/S Ratio

MTGP

N/A

XYLG

3.62

P/B Ratio

MTGP

N/A

XYLG

5.51

MTGP vs XYLG - Historical Returns

Returns include dividend reinvestment.

Period	MTGP	XYLG
1 month	-0.29%	+1.22%
3 months	-0.44%	+6.31%
6 months	+0.17%	+8.31%
1 year	+4.36%	+19.55%
5 years(CAGR)	+0.20%	+10.43%
Max(CAGR)	+0.92%	+13.45%

MTGP

-0.29%

Winner

XYLG

+1.22%

MTGP

-0.44%

Winner

XYLG

+6.31%

MTGP

+0.17%

Winner

XYLG

+8.31%

MTGP

+4.36%

Winner

XYLG

+19.55%

5Y(CAGR)

MTGP

+0.20%

Winner

XYLG

+10.43%

Max(CAGR)

MTGP

+0.92%

Winner

XYLG

+13.45%

MTGP vs XYLG - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	MTGP	XYLG
2026	+0.33%	+8.71%
2025	+7.71%	+13.59%
2024	+2.73%	+22.74%
2023	+4.46%	+18.38%
2022	-11.13%	-15.67%
2021	-0.79%	+24.99%
2020	+4.86%	+12.14%
2019	+0.05%	N/A

MTGP vs XYLG Drawdown Comparison

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

The maximum drawdown for XYLG was -21.30%, occurring on Sep 30, 2022. Recovery took 511 trading sessions.

The current MTGP drawdown is -1.47%. The current XYLG drawdown is -0.11%.

Rank	MTGP	XYLG
#1	-16.62% Aug 4, 2021 - Oct 16, 2025	-21.30% Dec 29, 2021 - Jan 11, 2024
#2	-4.97% Mar 9, 2020 - Jul 2, 2020	-17.43% Feb 19, 2025 - Jul 24, 2025
#3	-2.52% Feb 27, 2026 - May 19, 2026	-7.16% Jul 16, 2024 - Aug 19, 2024
#4	-1.32% Oct 28, 2025 - Jan 9, 2026	-6.93% Feb 25, 2026 - Apr 15, 2026
#5	-1.24% Feb 2, 2021 - Aug 2, 2021	-6.32% Oct 12, 2020 - Nov 5, 2020
#6	-1.13% Jan 14, 2026 - Feb 10, 2026	-4.31% Mar 28, 2024 - May 15, 2024
#7	-0.63% Dec 3, 2019 - Jan 13, 2020	-4.00% Sep 7, 2021 - Oct 18, 2021
#8	-0.35% Oct 1, 2020 - Nov 5, 2020	-3.57% Feb 24, 2021 - Mar 11, 2021
#9	-0.34% Nov 5, 2020 - Nov 20, 2020	-3.29% Nov 16, 2021 - Dec 8, 2021
#10	-0.33% Jan 4, 2021 - Jan 21, 2021	-3.24% May 7, 2021 - May 24, 2021
#11	-0.32% Feb 13, 2026 - Feb 23, 2026	-3.16% Jun 1, 2026 - Jul 6, 2026
#12	-0.27% Sep 3, 2020 - Oct 1, 2020	-3.13% Aug 30, 2024 - Sep 13, 2024
#13	-0.24% Oct 22, 2025 - Oct 27, 2025	-3.04% Oct 28, 2025 - Nov 26, 2025
#14	-0.23% Feb 10, 2026 - Feb 12, 2026	-2.83% Jul 12, 2021 - Jul 23, 2021
#15	-0.23% Nov 20, 2019 - Dec 3, 2019	-2.62% Jan 21, 2021 - Feb 4, 2021