SMOM vs MTGP
Comparison between SYMMETRY PANORAMIC SECTOR MOMENTUM ETF (SMOM, ETF) and WISDOMTREE MORTGAGE PLUS BOND FUND (MTGP, ETF).
SMOM vs MTGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMOM
$66M
Winner
MTGP
$66M
Expense Ratio
SMOM
0.63%
Winner
MTGP
0.46%
Max Drawdown
Winner
SMOM
7.45%
MTGP
21.93%
Sharpe Ratio
Winner
SMOM
0.92
MTGP
0.40
5Y Beta
SMOM
0.92
Winner
MTGP
0.02
5Y Dividends CAGR
SMOM
N/A
MTGP
9.14%
SMOM vs MTGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMOM
+1.89%
MTGP
+0.38%
3M
Winner
SMOM
+10.07%
MTGP
+0.41%
6M
Winner
SMOM
+9.09%
MTGP
+1.16%
1Y
SMOM
N/A
MTGP
+5.37%
5Y(CAGR)
SMOM
N/A
MTGP
+0.31%
Max(CAGR)
Winner
SMOM
+15.86%
MTGP
+0.99%
SMOM vs MTGP - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SMOM | MTGP |
|---|---|---|
| 2026 | +8.95% | +0.70% |
| 2025 | +2.81% | +7.71% |
| 2024 | N/A | +2.73% |
| 2023 | N/A | +4.46% |
| 2022 | N/A | -11.13% |
| 2021 | N/A | -0.79% |
| 2020 | N/A | +4.86% |
| 2019 | N/A | +0.05% |
SMOM vs MTGP Drawdown Comparison
The maximum drawdown for SMOM was -7.45%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.
The maximum drawdown for MTGP was -16.62%, occurring on Oct 25, 2023. Recovery took 1055 trading sessions.
The current SMOM drawdown is -1.05%. The current MTGP drawdown is -1.10%.
| Rank | SMOM | MTGP |
|---|---|---|
| #1 | -7.45% Jan 29, 2026 - Apr 17, 2026 | -16.62% Aug 4, 2021 - Oct 16, 2025 |
| #2 | -7.32% Oct 27, 2025 - Jan 9, 2026 | -4.97% Mar 9, 2020 - Jul 2, 2020 |
| #3 | -3.37% Jun 3, 2026 - Jun 10, 2026 | -2.52% Feb 27, 2026 - May 19, 2026 |
| #4 | -3.18% Sep 29, 2025 - Oct 24, 2025 | -1.32% Oct 28, 2025 - Jan 9, 2026 |
| #5 | -2.79% Jan 12, 2026 - Jan 27, 2026 | -1.24% Feb 2, 2021 - Aug 2, 2021 |
| #6 | -1.18% May 6, 2026 - May 11, 2026 | -1.13% Jan 14, 2026 - Feb 10, 2026 |
| #7 | -1.13% Sep 22, 2025 - Sep 29, 2025 | -0.63% Dec 3, 2019 - Jan 13, 2020 |
| #8 | -0.85% May 14, 2026 - May 22, 2026 | -0.35% Oct 1, 2020 - Nov 5, 2020 |
| #9 | -0.55% Apr 24, 2026 - Apr 30, 2026 | -0.34% Nov 5, 2020 - Nov 20, 2020 |
| #10 | -0.52% Apr 17, 2026 - Apr 22, 2026 | -0.33% Jan 4, 2021 - Jan 21, 2021 |
| #11 | -0.44% May 1, 2026 - May 5, 2026 | -0.32% Feb 13, 2026 - Feb 23, 2026 |
| #12 | -0.32% Sep 15, 2025 - Sep 18, 2025 | -0.27% Sep 3, 2020 - Oct 1, 2020 |
| #13 | -0.30% May 26, 2026 - May 28, 2026 | -0.24% Oct 22, 2025 - Oct 27, 2025 |
| #14 | -0.08% Sep 11, 2025 - Sep 15, 2025 | -0.23% Feb 10, 2026 - Feb 12, 2026 |
| #15 | -0.08% May 28, 2026 - Jun 1, 2026 | -0.23% Nov 20, 2019 - Dec 3, 2019 |
Correlation
Correlation between SMOM and MTGP is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.32
-101
Dividend Comparison (2020 - 2026)
SMOM vs MTGP dividend yield comparison.
| Year | SMOM | MTGP |
|---|---|---|
| 2026 | 0.00% | 1.60% |
| 2025 | 0.16% | 4.19% |
| 2024 | 0.00% | 4.05% |
| 2023 | 0.00% | 3.02% |
| 2022 | 0.00% | 2.47% |
| 2021 | 0.00% | 1.64% |
| 2020 | 0.00% | 2.61% |
Select Stocks to Compare
Popular: SMOM vs SPYMTGP vs SPY
More Comparisons
Compare with similar stocks