Screener
AGZD vs FTCB
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs First Trust Core Investment Grade ETF
Key differences
Both AGZD and FTCB are fixed income ETFs. AGZD charges 0.23% a year and FTCB 0.56%. The main difference: AGZD follows a index tracking strategy; FTCB uses active selection.
- AGZD follows a index tracking strategy; FTCB uses active selection.
- AGZD costs 0.33% less per year.
- FTCB is much larger than AGZD. Larger funds are usually more liquid and less likely to close.
- AGZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGZD | FTCB | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.56% |
| Fund size (AUM) | $100M | $2.5B |
| Since | 2013 | 2023 |
| Dividend yield | 3.99% | 4.90% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.7% | +5.2% |
| CAGR 3Y | +6.2% | N/A |
| CAGR 5Y | +4.4% | N/A |
| Sharpe 3Y | 0.68 | N/A |
| Volatility 1Y | 2.97% | 4.03% |
| Max drawdown | -8.46% | -4.99% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.