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AGZD vs IGBH

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

Annual cost

0.23%

Fund size

$100M

IGBH

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

Annual cost

0.14%

Fund size

$189M

Key differences

Both AGZD and IGBH are fixed income ETFs. AGZD charges 0.23% a year and IGBH 0.14%. The main difference: IGBH costs 0.09% less per year.

  • IGBH costs 0.09% less per year.
  • Over the last three years, IGBH has delivered higher annualized returns.

Side-by-side comparison

AGZDIGBH
Annual cost (TER)0.23%0.14%
Fund size (AUM)$100M$189M
Since20132015
Dividend yield3.99%5.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+9.0%
CAGR 3Y+6.1%+9.1%
CAGR 5Y+4.4%+5.5%
Sharpe 3Y0.651.07
Volatility 1Y2.89%4.04%
Max drawdown-8.46%-33.67%

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

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