Screener
HYZD vs AGRH
WisdomTree Interest Rate Hedged High Yield Bond Fund vs iShares Interest Rate Hedged U.S. Aggregate Bond ETF
Key differences
Both HYZD and AGRH are fixed income ETFs. HYZD charges 0.43% a year and AGRH 0.13%. The main difference: HYZD follows a long short strategy; AGRH uses index tracking.
- HYZD follows a long short strategy; AGRH uses index tracking.
- AGRH costs 0.30% less per year.
- HYZD is much larger than AGRH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HYZD has delivered higher annualized returns.
- HYZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HYZD | AGRH | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.13% |
| Fund size (AUM) | $237M | $5M |
| Since | 2013 | 2022 |
| Dividend yield | 5.89% | 4.39% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | long short | index tracking |
| CAGR 1Y | +6.9% | +6.1% |
| CAGR 3Y | +9.4% | +6.0% |
| CAGR 5Y | +6.2% | N/A |
| Sharpe 3Y | 1.13 | 1.35 |
| Volatility 1Y | 3.13% | 1.44% |
| Max drawdown | -25.66% | -1.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.