Screener
MSTI vs HYZD
Madison Short-Term Strategic Income ETF vs WisdomTree Interest Rate Hedged High Yield Bond Fund
Key differences
Both MSTI and HYZD are fixed income ETFs. MSTI charges 0.36% a year and HYZD 0.43%. The main difference: MSTI follows a active selection strategy; HYZD uses long short.
- MSTI follows a active selection strategy; HYZD uses long short.
- MSTI costs 0.07% less per year.
- HYZD is much larger than MSTI. Larger funds are usually more liquid and less likely to close.
- HYZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSTI | HYZD | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.43% |
| Fund size (AUM) | $49M | $237M |
| Since | 2023 | 2013 |
| Dividend yield | 5.31% | 5.89% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +4.2% | +6.9% |
| CAGR 3Y | N/A | +9.4% |
| CAGR 5Y | N/A | +6.2% |
| Sharpe 3Y | N/A | 1.13 |
| Volatility 1Y | 2.44% | 3.13% |
| Max drawdown | -1.47% | -25.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.