Screener
AGZD vs DLN
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs WisdomTree U.S. LargeCap Dividend Fund
Key differences
- AGZD costs 0.05% less per year.
- DLN is significantly larger than AGZD — larger funds tend to be more liquid and less likely to close.
- AGZD is classified as fixed income, while DLN is equity — different risk/return profiles.
- Over the last 3 years, DLN has delivered higher annualized returns.
- DLN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGZD | DLN | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.28% |
| Fund size (AUM) | $92M | $6.0B |
| Since | 2013 | 2006 |
| Dividend yield | 4.02% | 1.79% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.9% | +24.6% |
| CAGR 3Y | +6.3% | +18.7% |
| CAGR 5Y | +4.3% | +12.3% |
| Sharpe 3Y | 0.73 | 1.24 |
| Volatility 1Y | 3.13% | 9.00% |
| Max drawdown | -8.46% | -35.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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