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AGZD vs HYHG

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs ProShares High Yield—Interest Rate Hedged

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

Annual cost

0.23%

Fund size

$100M

HYHG

ProShares High Yield—Interest Rate Hedged

Annual cost

0.50%

Fund size

$174M

Key differences

Both AGZD and HYHG are fixed income ETFs. AGZD charges 0.23% a year and HYHG 0.50%. The main difference: AGZD costs 0.27% less per year.

  • AGZD costs 0.27% less per year.
  • Over the last three years, HYHG has delivered higher annualized returns.

Side-by-side comparison

AGZDHYHG
Annual cost (TER)0.23%0.50%
Fund size (AUM)$100M$174M
Since20132013
Dividend yield3.99%6.76%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+7.7%
CAGR 3Y+6.1%+9.9%
CAGR 5Y+4.4%+7.1%
Sharpe 3Y0.650.88
Volatility 1Y2.89%5.59%
Max drawdown-8.46%-25.72%

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

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