Skip to content
Beacon
Screener

AGZD vs DTH

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs WisdomTree International High Dividend Fund

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.23%

Fund size

$92M

DTH

WisdomTree International High Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$685M

Key differences

  • AGZD costs 0.35% less per year.
  • DTH is significantly larger than AGZD — larger funds tend to be more liquid and less likely to close.
  • AGZD is classified as fixed income, while DTH is equity — different risk/return profiles.
  • AGZD covers north america markets; DTH covers global.
  • Over the last 3 years, DTH has delivered higher annualized returns.
  • DTH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGZDDTH
Annual cost (TER)0.23%0.58%
Fund size (AUM)$92M$685M
Since20132006
Dividend yield4.02%3.41%
Asset classfixed incomeequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+5.9%+29.2%
CAGR 3Y+6.3%+19.9%
CAGR 5Y+4.3%+11.9%
Sharpe 3Y0.731.12
Volatility 1Y3.13%12.69%
Max drawdown-8.46%-40.75%

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

Similar to AGZD and DTH