AGZD vs CLSM

Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and ETC CABANA TARGET LEADING SECTOR MODERATE ETF (CLSM, ETF).

5-Year PerformanceAGZD has outperformed CLSM, delivering a return of +4.4% compared to +3.4%

AGZD vs CLSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGZD(ETF)	CLSM(ETF)
Net Assets	$93M	$93M
Expense Ratio	0.23%	0.82%
Max Drawdown	14.53%	33.55%
Sharpe Ratio	0.73	1.70
5Y Beta	0.01	0.75
5Y Dividends CAGR	14.16%	N/A

Net Assets

AGZD

$93M

Winner

CLSM

$93M

Expense Ratio

Winner

AGZD

0.23%

CLSM

0.82%

Max Drawdown

Winner

AGZD

14.53%

CLSM

33.55%

Sharpe Ratio

AGZD

0.73

Winner

CLSM

1.70

5Y Beta

Winner

AGZD

0.01

CLSM

0.75

5Y Dividends CAGR

AGZD

14.16%

CLSM

N/A

AGZD vs CLSM - Historical Returns

Returns include dividend reinvestment.

Period	AGZD	CLSM
1 month	+1.03%	+3.25%
3 months	+2.15%	+13.32%
6 months	+3.20%	+14.89%
1 year	+6.11%	+29.52%
5 years(CAGR)	+4.44%	+3.41%
10 years(CAGR)	+3.26%	N/A
Max(CAGR)	+2.56%	+3.41%

AGZD

+1.03%

Winner

CLSM

+3.25%

AGZD

+2.15%

Winner

CLSM

+13.32%

AGZD

+3.20%

Winner

CLSM

+14.89%

AGZD

+6.11%

Winner

CLSM

+29.52%

5Y(CAGR)

Winner

AGZD

+4.44%

CLSM

+3.41%

10Y(CAGR)

AGZD

+3.26%

CLSM

N/A

Max(CAGR)

AGZD

+2.56%

Winner

CLSM

+3.41%

AGZD vs CLSM - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	AGZD	CLSM
2026	+2.97%	+15.30%
2025	+4.67%	+15.26%
2024	+6.78%	+1.42%
2023	+7.36%	+3.95%
2022	+0.97%	-23.96%
2021	+0.66%	+9.10%
2020	+0.21%	N/A
2019	+4.45%	N/A
2018	+0.45%	N/A
2017	+2.82%	N/A
2016	+2.42%	N/A
2015	-0.79%	N/A
2014	+0.49%	N/A
2013	-0.07%	N/A

AGZD vs CLSM Drawdown Comparison

The maximum drawdown for AGZD was -8.46%, occurring on Mar 20, 2020. Recovery took 201 trading sessions.

The maximum drawdown for CLSM was -27.76%, occurring on Apr 8, 2025. Recovery took 1083 trading sessions.

The current CLSM drawdown is -4.55%.

Rank	AGZD	CLSM
#1	-8.46% Feb 20, 2020 - Dec 4, 2020	-27.76% Dec 27, 2021 - Apr 22, 2026
#2	-4.55% Apr 8, 2014 - Feb 15, 2017	-5.24% Sep 2, 2021 - Oct 21, 2021
#3	-2.23% Apr 6, 2022 - Nov 18, 2022	-4.61% Nov 19, 2021 - Dec 27, 2021
#4	-1.88% Feb 22, 2023 - Jun 2, 2023	-4.55% Jun 2, 2026 - Jun 5, 2026
#5	-1.71% Mar 3, 2025 - May 28, 2025	-2.26% Jul 14, 2021 - Jul 22, 2021
#6	-1.52% Nov 10, 2021 - Apr 5, 2022	-2.16% Nov 5, 2021 - Nov 19, 2021
#7	-1.38% Feb 12, 2014 - Mar 5, 2014	-1.92% May 14, 2026 - May 26, 2026
#8	-1.03% Sep 18, 2018 - Feb 13, 2019	-1.91% Jul 26, 2021 - Aug 23, 2021
#9	-1.00% Jan 13, 2023 - Feb 14, 2023	-1.05% Apr 24, 2026 - Apr 30, 2026
#10	-0.95% Feb 2, 2018 - Jul 19, 2018	-0.62% Aug 25, 2021 - Aug 27, 2021
#11	-0.90% Sep 21, 2023 - Nov 6, 2023	-0.50% Oct 21, 2021 - Oct 25, 2021
#12	-0.88% Jan 8, 2025 - Mar 3, 2025	-0.46% May 1, 2026 - May 5, 2026
#13	-0.87% Jun 11, 2025 - Jul 8, 2025	-0.40% May 11, 2026 - May 13, 2026
#14	-0.79% Mar 11, 2021 - Oct 19, 2021	-0.19% Apr 22, 2026 - Apr 24, 2026
#15	-0.77% Nov 27, 2023 - Dec 11, 2023	-0.16% May 6, 2026 - May 8, 2026

Correlation

Correlation between AGZD and CLSM is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2013 - 2026)

AGZD vs CLSM dividend yield comparison.

Year	AGZD	CLSM
2026	1.58%	0.00%
2025	4.12%	0.90%
2024	3.96%	2.13%
2023	6.07%	2.58%
2022	8.61%	3.17%
2021	1.66%	0.59%
2020	2.28%	0.00%
2019	2.83%	0.00%
2018	2.62%	0.00%
2017	2.31%	0.00%
2016	1.81%	0.00%
2015	1.66%	0.00%
2014	1.69%	0.00%
2013	0.05%	0.00%