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WISD vs AGZD

Wisdom Short Duration Income ETF vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

WISD

Wisdom Short Duration Income ETF

Annual cost

Fund size

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.23%

Fund size

$92M

Key differences

  • WISD follows a active selection strategy; AGZD uses index tracking.

Side-by-side comparison

WISDAGZD
Annual cost (TER)0.23%
Fund size (AUM)$92M
Since2013
Dividend yield4.02%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+5.9%
CAGR 3YN/A+6.3%
CAGR 5YN/A+4.3%
Sharpe 3YN/A0.73
Volatility 1Y3.13%
Max drawdown-0.73%-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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