Screener
SHAG vs AGZD
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
Both SHAG and AGZD are fixed income ETFs. SHAG charges 0.12% a year and AGZD 0.23%. The main difference: SHAG costs 0.11% less per year.
- SHAG costs 0.11% less per year.
- Over the last three years, AGZD has delivered higher annualized returns.
Side-by-side comparison
| SHAG | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.23% |
| Fund size (AUM) | $43M | $100M |
| Since | 2017 | 2013 |
| Dividend yield | 4.27% | 3.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.9% | +5.7% |
| CAGR 3Y | +4.7% | +6.1% |
| CAGR 5Y | +1.6% | +4.4% |
| Sharpe 3Y | 0.46 | 0.66 |
| Volatility 1Y | 1.82% | 2.97% |
| Max drawdown | -9.61% | -8.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.