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AGZD vs USIN

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs Wisdomtree 7-10 Year Laddered Treasury Fund ETF

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.23%

Fund size

$92M

USIN

Wisdomtree 7-10 Year Laddered Treasury Fund ETF

WisdomTree

Annual cost

0.15%

Fund size

$4M

Key differences

  • USIN costs 0.08% less per year.
  • AGZD is significantly larger than USIN — larger funds tend to be more liquid and less likely to close.
  • AGZD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGZDUSIN
Annual cost (TER)0.23%0.15%
Fund size (AUM)$92M$4M
Since20132024
Dividend yield4.02%3.93%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.9%+4.7%
CAGR 3Y+6.3%N/A
CAGR 5Y+4.3%N/A
Sharpe 3Y0.73N/A
Volatility 1Y3.13%4.80%
Max drawdown-8.46%-6.88%

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

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