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HYZD vs IGBH

WisdomTree Interest Rate Hedged High Yield Bond Fund vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

Annual cost

0.43%

Fund size

$237M

IGBH

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

Annual cost

0.14%

Fund size

$189M

Key differences

Both HYZD and IGBH are fixed income ETFs. HYZD charges 0.43% a year and IGBH 0.14%. The main difference: HYZD follows a long short strategy; IGBH uses index tracking.

  • HYZD follows a long short strategy; IGBH uses index tracking.
  • IGBH costs 0.29% less per year.

Side-by-side comparison

HYZDIGBH
Annual cost (TER)0.43%0.14%
Fund size (AUM)$237M$189M
Since20132015
Dividend yield5.89%5.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+6.9%+9.0%
CAGR 3Y+9.4%+9.1%
CAGR 5Y+6.2%+5.5%
Sharpe 3Y1.131.07
Volatility 1Y3.13%4.04%
Max drawdown-25.66%-33.67%

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

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