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AGZD vs ELD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs WisdomTree Emerging Markets Local Debt Fund

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

Annual cost

0.23%

Fund size

$100M

ELD

WisdomTree Emerging Markets Local Debt Fund

Annual cost

0.55%

Fund size

$135M

Key differences

Both AGZD and ELD are fixed income ETFs. AGZD charges 0.23% a year and ELD 0.55%. The main difference: AGZD follows a index tracking strategy; ELD uses active selection.

  • AGZD follows a index tracking strategy; ELD uses active selection.
  • AGZD covers North America; ELD covers emerging markets.
  • AGZD costs 0.32% less per year.
  • Over the last three years, ELD has delivered higher annualized returns.

Side-by-side comparison

AGZDELD
Annual cost (TER)0.23%0.55%
Fund size (AUM)$100M$135M
Since20132010
Dividend yield3.99%5.82%
Asset classfixed incomefixed income
Regionnorth americaemerging markets
Strategyindex trackingactive selection
CAGR 1Y+5.7%+9.1%
CAGR 3Y+6.2%+7.3%
CAGR 5Y+4.4%+2.1%
Sharpe 3Y0.680.38
Volatility 1Y2.97%8.52%
Max drawdown-8.46%-25.13%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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