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HYZD vs ELD

WisdomTree Interest Rate Hedged High Yield Bond Fund vs WisdomTree Emerging Markets Local Debt Fund

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

Annual cost

0.43%

Fund size

$237M

ELD

WisdomTree Emerging Markets Local Debt Fund

Annual cost

0.55%

Fund size

$135M

Key differences

Both HYZD and ELD are fixed income ETFs. HYZD charges 0.43% a year and ELD 0.55%. The main difference: HYZD follows a long short strategy; ELD uses active selection.

  • HYZD follows a long short strategy; ELD uses active selection.
  • HYZD covers North America; ELD covers emerging markets.
  • HYZD costs 0.12% less per year.
  • Over the last three years, HYZD has delivered higher annualized returns.

Side-by-side comparison

HYZDELD
Annual cost (TER)0.43%0.55%
Fund size (AUM)$237M$135M
Since20132010
Dividend yield5.89%5.82%
Asset classfixed incomefixed income
Regionnorth americaemerging markets
Strategylong shortactive selection
CAGR 1Y+7.9%+9.1%
CAGR 3Y+9.8%+7.3%
CAGR 5Y+6.3%+2.1%
Sharpe 3Y1.190.38
Volatility 1Y3.21%8.52%
Max drawdown-25.66%-25.13%

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

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