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AGZD vs EMCB

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

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

Annual cost

0.23%

Fund size

$100M

EMCB

WisdomTree Emerging Markets Corporate Bond Fund

Annual cost

0.61%

Fund size

$99M

Key differences

Both AGZD and EMCB are fixed income ETFs. AGZD charges 0.23% a year and EMCB 0.61%. The main difference: AGZD follows a index tracking strategy; EMCB uses active selection.

  • AGZD follows a index tracking strategy; EMCB uses active selection.
  • AGZD covers North America; EMCB covers emerging markets.
  • AGZD costs 0.38% less per year.
  • Over the last three years, EMCB has delivered higher annualized returns.

Side-by-side comparison

AGZDEMCB
Annual cost (TER)0.23%0.61%
Fund size (AUM)$100M$99M
Since20132012
Dividend yield3.99%5.36%
Asset classfixed incomefixed income
Regionnorth americaemerging markets
Strategyindex trackingactive selection
CAGR 1Y+5.7%+6.9%
CAGR 3Y+6.2%+7.8%
CAGR 5Y+4.4%+2.1%
Sharpe 3Y0.680.63
Volatility 1Y2.97%4.17%
Max drawdown-8.46%-22.81%

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

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