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IGHG vs HYZD

ProShares Investment Grade—Interest Rate Hedged vs WisdomTree Interest Rate Hedged High Yield Bond Fund

IGHG

ProShares Investment Grade—Interest Rate Hedged

Annual cost

0.30%

Fund size

$309M

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

Annual cost

0.43%

Fund size

$237M

Key differences

Both IGHG and HYZD are fixed income ETFs. IGHG charges 0.30% a year and HYZD 0.43%. The main difference: IGHG follows a tactical allocation strategy; HYZD uses long short.

  • IGHG follows a tactical allocation strategy; HYZD uses long short.
  • IGHG costs 0.13% less per year.

Side-by-side comparison

IGHGHYZD
Annual cost (TER)0.30%0.43%
Fund size (AUM)$309M$237M
Since20132013
Dividend yield5.09%5.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationlong short
CAGR 1Y+6.1%+6.9%
CAGR 3Y+8.6%+9.4%
CAGR 5Y+5.3%+6.2%
Sharpe 3Y1.191.13
Volatility 1Y3.41%3.13%
Max drawdown-25.16%-25.66%

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

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