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AGZD vs DOL

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs WisdomTree True Developed International Fund

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.23%

Fund size

$92M

DOL

WisdomTree True Developed International Fund

WisdomTree

Annual cost

0.48%

Fund size

$792M

Key differences

  • AGZD costs 0.25% less per year.
  • DOL is significantly larger than AGZD — larger funds tend to be more liquid and less likely to close.
  • AGZD is classified as fixed income, while DOL is equity — different risk/return profiles.
  • AGZD covers north america markets; DOL covers global.
  • Over the last 3 years, DOL has delivered higher annualized returns.
  • DOL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGZDDOL
Annual cost (TER)0.23%0.48%
Fund size (AUM)$92M$792M
Since20132006
Dividend yield4.02%2.55%
Asset classfixed incomeequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+5.9%+28.8%
CAGR 3Y+6.3%+19.9%
CAGR 5Y+4.3%+12.3%
Sharpe 3Y0.731.09
Volatility 1Y3.13%15.04%
Max drawdown-8.46%-35.99%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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