Screener
LDSF vs AGZD
First Trust Low Duration Strategic Focus ETF vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
Both LDSF and AGZD are fixed income ETFs. LDSF charges 0.77% a year and AGZD 0.23%. The main difference: LDSF follows a active selection strategy; AGZD uses index tracking.
- LDSF follows a active selection strategy; AGZD uses index tracking.
- AGZD costs 0.54% less per year.
- Over the last three years, AGZD has delivered higher annualized returns.
- AGZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LDSF | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.77% | 0.23% |
| Fund size (AUM) | $162M | $100M |
| Since | 2019 | 2013 |
| Dividend yield | 4.62% | 3.99% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.7% | +5.7% |
| CAGR 3Y | +5.2% | +6.2% |
| CAGR 5Y | +2.3% | +4.4% |
| Sharpe 3Y | 0.55 | 0.68 |
| Volatility 1Y | 2.05% | 2.97% |
| Max drawdown | -8.56% | -8.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.