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WTLS vs HYZD

Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree Interest Rate Hedged High Yield Bond Fund

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

Annual cost

0.43%

Fund size

$237M

Key differences

WTLS is an alternative ETF, while HYZD is a fixed income ETF. WTLS charges 0.88% a year and HYZD 0.43%.

  • WTLS is an alternative fund, while HYZD is a fixed income fund. They carry different risk/return profiles.
  • HYZD costs 0.45% less per year.
  • HYZD is much larger than WTLS. Larger funds are usually more liquid and less likely to close.
  • HYZD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSHYZD
Annual cost (TER)0.88%0.43%
Fund size (AUM)$12M$237M
Since20262013
Dividend yield5.89%
Asset classalternativefixed income
Regionnorth americanorth america
Strategylong shortlong short
CAGR 1YN/A+6.9%
CAGR 3YN/A+9.3%
CAGR 5YN/A+6.2%
Sharpe 3YN/A1.12
Volatility 1Y3.17%
Max drawdown-8.95%-25.66%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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