Screener
WTMY vs AGZD
Wisdomtree High Income Laddered Municipal Fund vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
Both WTMY and AGZD are fixed income ETFs. WTMY charges 0.35% a year and AGZD 0.23%. The main difference: WTMY follows a active selection strategy; AGZD uses index tracking.
- WTMY follows a active selection strategy; AGZD uses index tracking.
- AGZD costs 0.12% less per year.
- AGZD is much larger than WTMY. Larger funds are usually more liquid and less likely to close.
- AGZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMY | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.23% |
| Fund size (AUM) | $6M | $100M |
| Since | 2025 | 2013 |
| Dividend yield | 3.43% | 3.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.7% | +5.7% |
| CAGR 3Y | N/A | +6.2% |
| CAGR 5Y | N/A | +4.4% |
| Sharpe 3Y | N/A | 0.68 |
| Volatility 1Y | 2.51% | 2.97% |
| Max drawdown | -3.67% | -8.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.