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DWM vs AGZD
WisdomTree International Equity Fund vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
- AGZD costs 0.25% less per year.
- DWM is significantly larger than AGZD — larger funds tend to be more liquid and less likely to close.
- DWM is classified as equity, while AGZD is fixed income — different risk/return profiles.
- DWM covers global markets; AGZD covers north america.
- Over the last 3 years, DWM has delivered higher annualized returns.
- DWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DWM | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.23% |
| Fund size (AUM) | $663M | $92M |
| Since | 2006 | 2013 |
| Dividend yield | 2.78% | 4.02% |
| Asset class | equity | fixed income |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.3% | +5.9% |
| CAGR 3Y | +17.6% | +6.3% |
| CAGR 5Y | +10.2% | +4.3% |
| Sharpe 3Y | 0.95 | 0.73 |
| Volatility 1Y | 14.24% | 3.13% |
| Max drawdown | -37.82% | -8.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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