MTGP vs JMTG

AMTGP

BJMTG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$9,953MTGP

Lowest cost0.37%JMTG · $37 on $10k

Most income4.72%MTGP · $472 on $10k

Smallest drop−4.7%MTGP · worst fall in 1Y

Held in common[…]MTGP and JMTG

MTGP

JMTG

WisdomTree Mortgage Plus Bond Fund · $72MJPMorgan Mortgage-Backed Securities ETF · $6.8B

+4.7%3 years · per year$11,473 · […][…]

−0.1%5 years · per year$9,953 · […][…]

0.45%Expense ratio$45 · $37 on $10k · lower wins0.37%

4.72%12-mo yield$472 · $457 on $10k4.57%

−4.7%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk		0.45%	4.72%	−0.3%	−1.4%	−1.0%	+4.7%	−0.1%	−4.7%	$72M
2	BJMTG	JPMorgan Mortgage-Backed Securities ETFRead Desk		0.37%	4.57%	−0.1%	−1.1%	−0.7%	new	new	−4.8%	$6.8B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk		0.45%	4.72%	−0.3%	−1.4%	−1.0%	+4.7%	−0.1%	−4.7%	$72M
2	BJMTG	JPMorgan Mortgage-Backed Securities ETFRead Desk		0.37%	4.57%	−0.1%	−1.1%	−0.7%	new	new	−4.8%	$6.8B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MTGP vs JMTG

MTGP

WisdomTree Mortgage Plus Bond Fund

$9,953

JMTG

JPMorgan Mortgage-Backed Securities

[…]

MeasureMTGPJMTG

Fee0.45%0.37%

Cost on $10k a year$45$37

Yield4.72%4.57%

5 years, per year−0.1%[…]

3 years, per year+4.7%[…]

Worst drop · 1Y−4.7%−4.8%

Volatility · 1Y4.4%4.1%

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MTGP vs JMTG

Both

Both

$10,000 in MTGP, JMTG

Overlap: MTGP, JMTG

MTGP vs JMTG

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Overlap: MTGP, JMTG

Income After Fees on $10,000