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HYIN vs AGZD

WisdomTree Private Credit & Alternative Income Fund vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

HYIN

WisdomTree Private Credit & Alternative Income Fund

Annual cost

4.34%

Fund size

$52M

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

Annual cost

0.23%

Fund size

$100M

Key differences

Both HYIN and AGZD are fixed income ETFs. HYIN charges 4.34% a year and AGZD 0.23%. The main difference: AGZD costs 4.11% less per year.

  • AGZD costs 4.11% less per year.
  • Over the last three years, AGZD has delivered higher annualized returns.
  • AGZD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYINAGZD
Annual cost (TER)4.34%0.23%
Fund size (AUM)$52M$100M
Since20212013
Dividend yield13.20%3.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-6.5%+4.9%
CAGR 3Y+4.3%+6.1%
CAGR 5Y-0.8%+4.4%
Sharpe 3Y0.120.65
Volatility 1Y12.85%2.89%
Max drawdown-31.10%-8.46%

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

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