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HYZD vs AGZD
WisdomTree Interest Rate Hedged High Yield Bond Fund vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
- AGZD costs 0.20% less per year.
- HYZD is classified as alternative, while AGZD is fixed income — different risk/return profiles.
- HYZD follows a long short strategy; AGZD uses index tracking.
- Over the last 3 years, HYZD has delivered higher annualized returns.
Side-by-side comparison
| HYZD | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.23% |
| Fund size (AUM) | $232M | $92M |
| Since | 2013 | 2013 |
| Dividend yield | 5.95% | 4.02% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | long short | index tracking |
| CAGR 1Y | +8.5% | +5.9% |
| CAGR 3Y | +10.1% | +6.3% |
| CAGR 5Y | +6.3% | +4.3% |
| Sharpe 3Y | 1.24 | 0.73 |
| Volatility 1Y | 3.17% | 3.13% |
| Max drawdown | -25.66% | -8.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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