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GTR vs HYZD

WisdomTree Target Range Fund vs WisdomTree Interest Rate Hedged High Yield Bond Fund

GTR

WisdomTree Target Range Fund

Annual cost

0.70%

Fund size

$69M

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

Annual cost

0.43%

Fund size

$237M

Key differences

GTR is an alternative ETF, while HYZD is a fixed income ETF. GTR charges 0.70% a year and HYZD 0.43%.

  • GTR is an alternative fund, while HYZD is a fixed income fund. They carry different risk/return profiles.
  • GTR follows a option income strategy; HYZD uses long short.
  • HYZD costs 0.27% less per year.
  • HYZD is much larger than GTR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, GTR has delivered higher annualized returns.
  • HYZD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GTRHYZD
Annual cost (TER)0.70%0.43%
Fund size (AUM)$69M$237M
Since20212013
Dividend yield5.30%5.89%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1Y+18.2%+6.9%
CAGR 3Y+12.3%+9.4%
CAGR 5YN/A+6.2%
Sharpe 3Y0.821.13
Volatility 1Y9.70%3.13%
Max drawdown-21.44%-25.66%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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