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AGZD vs GDE
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs WisdomTree Efficient Gold Plus Equity Strategy Fund
Key differences
- GDE is significantly larger than AGZD — larger funds tend to be more liquid and less likely to close.
- AGZD is classified as fixed income, while GDE is alternative — different risk/return profiles.
- AGZD follows a index tracking strategy; GDE uses active selection.
- Over the last 3 years, GDE has delivered higher annualized returns.
- AGZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGZD | GDE | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.20% |
| Fund size (AUM) | $92M | $613M |
| Since | 2013 | 2022 |
| Dividend yield | 4.02% | 3.95% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.9% | +59.9% |
| CAGR 3Y | +6.3% | +47.6% |
| CAGR 5Y | +4.3% | N/A |
| Sharpe 3Y | 0.73 | 1.55 |
| Volatility 1Y | 3.13% | 28.36% |
| Max drawdown | -8.46% | -32.01% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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