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HYZD vs GTR
WisdomTree Interest Rate Hedged High Yield Bond Fund vs WisdomTree Target Range Fund
Key differences
HYZD is a fixed income ETF, while GTR is an alternative ETF. HYZD charges 0.43% a year and GTR 0.70%.
- HYZD is a fixed income fund, while GTR is an alternative fund. They carry different risk/return profiles.
- HYZD follows a long short strategy; GTR uses option income.
- HYZD costs 0.27% less per year.
- HYZD is much larger than GTR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, GTR has delivered higher annualized returns.
- HYZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HYZD | GTR | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.70% |
| Fund size (AUM) | $237M | $69M |
| Since | 2013 | 2021 |
| Dividend yield | 5.89% | 5.30% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | long short | option income |
| CAGR 1Y | +6.9% | +18.2% |
| CAGR 3Y | +9.4% | +12.3% |
| CAGR 5Y | +6.2% | N/A |
| Sharpe 3Y | 1.13 | 0.82 |
| Volatility 1Y | 3.13% | 9.70% |
| Max drawdown | -25.66% | -21.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.