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AGZD vs QHY

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

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.23%

Fund size

$92M

QHY

WisdomTree U.S. High Yield Corporate Bond Fund

WisdomTree

Annual cost

0.38%

Fund size

$239M

Key differences

  • AGZD costs 0.15% less per year.
  • Over the last 3 years, QHY has delivered higher annualized returns.

Side-by-side comparison

AGZDQHY
Annual cost (TER)0.23%0.38%
Fund size (AUM)$92M$239M
Since20132016
Dividend yield4.02%6.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.9%+8.2%
CAGR 3Y+6.3%+8.4%
CAGR 5Y+4.3%+3.3%
Sharpe 3Y0.730.84
Volatility 1Y3.13%3.70%
Max drawdown-8.46%-22.74%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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