Screener
HYZD vs SHAG
WisdomTree Interest Rate Hedged High Yield Bond Fund vs WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
Key differences
- SHAG costs 0.31% less per year.
- HYZD is significantly larger than SHAG — larger funds tend to be more liquid and less likely to close.
- HYZD is classified as alternative, while SHAG is fixed income — different risk/return profiles.
- HYZD follows a long short strategy; SHAG uses index tracking.
- Over the last 3 years, HYZD has delivered higher annualized returns.
Side-by-side comparison
| HYZD | SHAG | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.12% |
| Fund size (AUM) | $232M | $43M |
| Since | 2013 | 2017 |
| Dividend yield | 5.95% | 4.30% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | long short | index tracking |
| CAGR 1Y | +8.5% | +4.1% |
| CAGR 3Y | +10.1% | +4.5% |
| CAGR 5Y | +6.3% | +1.6% |
| Sharpe 3Y | 1.24 | 0.40 |
| Volatility 1Y | 3.17% | 2.09% |
| Max drawdown | -25.66% | -9.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to HYZD and SHAG
Explore further