HYZDWisdomTree Interest Rate Hedged High Yield Bond Fund
Tracks the price and yield performance of the WisdomTree U.S. High Yield Corporate Bond, Zero Duration Index.
By WisdomTree · Launched 2013
Annual Cost
0.43%
#2,181 of 6,040 · average
Fund Size
$294M
#2,107 of 6,040 · mid-size
Return (1Y)
+6.3%
Track Record
12 years
#1,145 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,315+3.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Long short
Index tracked
WisdomTree US High Yield Corporate Bond, Zero Duration Index
Holdings
By weightConcentration
Top 10 holdings = 7.4% of funddiversified
DREYFUS TRSY OBLIG CASH MDTRXX
2.1%
DREY INST PREF GOV MM-MDSVXX
1.2%
DELEK LOGISTICS PARTNERS LP
0.6%
Davita Inc
0.5%
Noble Finance II LLC.
0.5%
Caesars Entertainment Inc.
0.5%
Level 3 Financing, Inc.
0.5%
XPLR Infrastructure Operating Partners LP
0.5%
MPT OPERATING PARTNERSHIP LP
0.5%
United States Treasury Bonds
0.5%
Asset allocation
Bonds
97.3%
Stocks
2.1%
Cash
0.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.0%Low
Year-on-year price swings
Max drawdown
-26.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.90Decent risk-adjusted returns
Sortino (3Y)
1.38Good downside protection
Bond profile
Duration
6.2 years
Avg maturity
9.9 years
Credit ratings
US Government
1.0%
AA
0.7%
BBB
10.8%
BB
59.6%
B
24.6%
Below B
4.3%
Other
0.1%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree U.S. High Yield Corporate Bond, Zero Duration Index.
- Strategy
- Employs a passive management approach to track the WisdomTree U.S. High Yield Corporate Bond, Zero Duration Index, investing primarily in U.S. non-investment-grade corporate bonds while managing interest rate risk through short positions in U.S. Treasuries. The Index targets bonds with favorable fundamentals and income characteristics across sectors including industrial, financial, utility, consumer, and energy.
- Inception date
- December 18, 2013
- Fund family
- WisdomTree
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18