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AGZD vs QSIG

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs WisdomTree U.S. Short-Term Corporate Bond Fund

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.23%

Fund size

$92M

QSIG

WisdomTree U.S. Short-Term Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$58M

Key differences

  • QSIG costs 0.05% less per year.
  • Over the last 3 years, AGZD has delivered higher annualized returns.

Side-by-side comparison

AGZDQSIG
Annual cost (TER)0.23%0.18%
Fund size (AUM)$92M$58M
Since20132016
Dividend yield4.02%4.44%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.9%+4.5%
CAGR 3Y+6.3%+5.2%
CAGR 5Y+4.3%+2.2%
Sharpe 3Y0.730.64
Volatility 1Y3.13%1.95%
Max drawdown-8.46%-12.35%

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

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