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WDGF vs AGZD
WisdomTree Global Defense Fund vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
- AGZD costs 0.22% less per year.
- AGZD is significantly larger than WDGF — larger funds tend to be more liquid and less likely to close.
- WDGF is classified as equity, while AGZD is fixed income — different risk/return profiles.
- AGZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WDGF | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.23% |
| Fund size (AUM) | $13M | $92M |
| Since | 2025 | 2013 |
| Dividend yield | — | 4.02% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +5.6% |
| CAGR 3Y | N/A | +6.3% |
| CAGR 5Y | N/A | +4.3% |
| Sharpe 3Y | N/A | 0.71 |
| Volatility 1Y | — | 3.19% |
| Max drawdown | -14.36% | -8.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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