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AGZD vs HYZD
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs WisdomTree Interest Rate Hedged High Yield Bond Fund
Key differences
- AGZD costs 0.20% less per year.
- AGZD is classified as fixed income, while HYZD is alternative — different risk/return profiles.
- AGZD follows a index tracking strategy; HYZD uses long short.
- Over the last 3 years, HYZD has delivered higher annualized returns.
Side-by-side comparison
| AGZD | HYZD | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.43% |
| Fund size (AUM) | $92M | $232M |
| Since | 2013 | 2013 |
| Dividend yield | 4.02% | 5.95% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | index tracking | long short |
| CAGR 1Y | +5.9% | +8.5% |
| CAGR 3Y | +6.3% | +10.1% |
| CAGR 5Y | +4.3% | +6.3% |
| Sharpe 3Y | 0.73 | 1.24 |
| Volatility 1Y | 3.13% | 3.17% |
| Max drawdown | -8.46% | -25.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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