Screener
ELD vs AGZD
WisdomTree Emerging Markets Local Debt Fund vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
Both ELD and AGZD are fixed income ETFs. ELD charges 0.55% a year and AGZD 0.23%. The main difference: ELD follows a active selection strategy; AGZD uses index tracking.
- ELD follows a active selection strategy; AGZD uses index tracking.
- ELD covers emerging markets; AGZD covers North America.
- AGZD costs 0.32% less per year.
- Over the last three years, ELD has delivered higher annualized returns.
Side-by-side comparison
| ELD | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.23% |
| Fund size (AUM) | $135M | $100M |
| Since | 2010 | 2013 |
| Dividend yield | 5.82% | 3.99% |
| Asset class | fixed income | fixed income |
| Region | emerging markets | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.1% | +5.7% |
| CAGR 3Y | +7.3% | +6.2% |
| CAGR 5Y | +2.1% | +4.4% |
| Sharpe 3Y | 0.38 | 0.68 |
| Volatility 1Y | 8.52% | 2.97% |
| Max drawdown | -25.13% | -8.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.