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HYZD vs LQDH

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

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

Annual cost

0.43%

Fund size

$237M

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

Annual cost

0.24%

Fund size

$515M

Key differences

Both HYZD and LQDH are fixed income ETFs. HYZD charges 0.43% a year and LQDH 0.24%. The main difference: HYZD follows a long short strategy; LQDH uses index tracking.

  • HYZD follows a long short strategy; LQDH uses index tracking.
  • LQDH costs 0.19% less per year.
  • Over the last three years, HYZD has delivered higher annualized returns.

Side-by-side comparison

HYZDLQDH
Annual cost (TER)0.43%0.24%
Fund size (AUM)$237M$515M
Since20132014
Dividend yield5.89%5.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+6.9%+7.4%
CAGR 3Y+9.4%+8.3%
CAGR 5Y+6.2%+5.3%
Sharpe 3Y1.131.31
Volatility 1Y3.13%2.71%
Max drawdown-25.66%-24.63%

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

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