Screener
AGZD vs SHAG
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
Key differences
- SHAG costs 0.11% less per year.
- Over the last 3 years, AGZD has delivered higher annualized returns.
Side-by-side comparison
| AGZD | SHAG | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.12% |
| Fund size (AUM) | $92M | $43M |
| Since | 2013 | 2017 |
| Dividend yield | 4.02% | 4.30% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.9% | +4.1% |
| CAGR 3Y | +6.3% | +4.5% |
| CAGR 5Y | +4.3% | +1.6% |
| Sharpe 3Y | 0.73 | 0.40 |
| Volatility 1Y | 3.13% | 2.09% |
| Max drawdown | -8.46% | -9.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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