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USFR vs HYZD
WisdomTree Floating Rate Treasury Fund vs WisdomTree Interest Rate Hedged High Yield Bond Fund
Key differences
- USFR costs 0.28% less per year.
- USFR is significantly larger than HYZD — larger funds tend to be more liquid and less likely to close.
- USFR is classified as fixed income, while HYZD is alternative — different risk/return profiles.
- USFR follows a index tracking strategy; HYZD uses long short.
- Over the last 3 years, HYZD has delivered higher annualized returns.
Side-by-side comparison
| USFR | HYZD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.43% |
| Fund size (AUM) | $17.0B | $232M |
| Since | 2014 | 2013 |
| Dividend yield | 3.96% | 5.95% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | index tracking | long short |
| CAGR 1Y | +4.1% | +8.5% |
| CAGR 3Y | +4.7% | +10.1% |
| CAGR 5Y | +3.5% | +6.3% |
| Sharpe 3Y | 2.59 | 1.24 |
| Volatility 1Y | 0.28% | 3.17% |
| Max drawdown | -0.78% | -25.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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