Screener
PFIX vs AGZD
Simplify Interest Rate Hedge ETF vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
Both PFIX and AGZD are fixed income ETFs. PFIX charges 0.50% a year and AGZD 0.23%. The main difference: PFIX follows a tactical allocation strategy; AGZD uses index tracking.
- PFIX follows a tactical allocation strategy; AGZD uses index tracking.
- AGZD costs 0.27% less per year.
- Over the last three years, PFIX has delivered higher annualized returns.
- AGZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFIX | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.23% |
| Fund size (AUM) | $231M | $100M |
| Since | 2021 | 2013 |
| Dividend yield | 4.55% | 3.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | -13.2% | +4.9% |
| CAGR 3Y | +14.5% | +6.1% |
| CAGR 5Y | +16.7% | +4.4% |
| Sharpe 3Y | 0.45 | 0.65 |
| Volatility 1Y | 30.44% | 2.89% |
| Max drawdown | -36.17% | -8.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.