XYLG vs MTGP

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

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

XYLG vs MTGP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

XYLG

$66M

Winner

MTGP

$66M

Expense Ratio

Winner

XYLG

0.35%

MTGP

0.46%

Max Drawdown

XYLG

29.89%

Winner

MTGP

21.93%

Sharpe Ratio

Winner

XYLG

1.43

MTGP

0.21

5Y Beta

XYLG

0.82

Winner

MTGP

0.02

P/E Ratio

XYLG

28.30

MTGP

N/A

Forward P/E

XYLG

20.59

MTGP

N/A

5Y Dividends CAGR

Winner

XYLG

27.44%

MTGP

11.03%

5Y EPS CAGR

XYLG

28.67%

MTGP

N/A

Debt to Equity

XYLG

39.34%

MTGP

N/A

P/S Ratio

XYLG

3.62

MTGP

N/A

P/B Ratio

XYLG

5.51

MTGP

N/A

XYLG vs MTGP - Historical Returns

Returns include dividend reinvestment.

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

Winner

XYLG

+1.22%

MTGP

-0.29%

Winner

XYLG

+6.31%

MTGP

-0.44%

Winner

XYLG

+8.31%

MTGP

+0.17%

Winner

XYLG

+19.55%

MTGP

+4.36%

5Y(CAGR)

Winner

XYLG

+10.43%

MTGP

+0.20%

Max(CAGR)

Winner

XYLG

+13.45%

MTGP

+0.92%

XYLG vs MTGP - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

XYLG vs MTGP Drawdown Comparison

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

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

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

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