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HYGH vs HYZD

iShares Interest Rate Hedged High Yield Bond ETF vs WisdomTree Interest Rate Hedged High Yield Bond Fund

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

Annual cost

0.52%

Fund size

$529M

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

Annual cost

0.43%

Fund size

$237M

Key differences

Both HYGH and HYZD are fixed income ETFs. HYGH charges 0.52% a year and HYZD 0.43%. The main difference: HYGH follows a index tracking strategy; HYZD uses long short.

  • HYGH follows a index tracking strategy; HYZD uses long short.
  • HYZD costs 0.09% less per year.

Side-by-side comparison

HYGHHYZD
Annual cost (TER)0.52%0.43%
Fund size (AUM)$529M$237M
Since20142013
Dividend yield6.65%5.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackinglong short
CAGR 1Y+7.8%+6.9%
CAGR 3Y+9.9%+9.4%
CAGR 5Y+7.0%+6.2%
Sharpe 3Y1.111.13
Volatility 1Y3.66%3.13%
Max drawdown-23.88%-25.66%

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

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