AGZD vs HERD
Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and PACER CASH COWS FUND OF FUNDS ETF (HERD, ETF).
5-Year PerformanceHERD has outperformed AGZD, delivering a return of +9.6% compared to +4.4%
AGZD vs HERD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AGZD vs HERD - Historical Returns
Returns include dividend reinvestment.
AGZD vs HERD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | AGZD | HERD |
|---|---|---|
| 2026 | +2.47% | +10.21% |
| 2025 | +4.67% | +18.85% |
| 2024 | +6.78% | +5.33% |
| 2023 | +7.36% | +21.01% |
| 2022 | +0.97% | -7.45% |
| 2021 | +0.66% | +28.52% |
| 2020 | +0.21% | +10.29% |
| 2019 | +4.45% | +7.37% |
| 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 HERD Drawdown Comparison
The maximum drawdown for AGZD was -8.46%, occurring on Mar 20, 2020. Recovery took 201 trading sessions.
The maximum drawdown for HERD was -39.41%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The current AGZD drawdown is -0.49%. The current HERD drawdown is -1.59%.
| Rank | AGZD | HERD |
|---|---|---|
| #1 | -8.46% Feb 20, 2020 - Dec 4, 2020 | -39.41% Jan 17, 2020 - Nov 19, 2020 |
| #2 | -4.55% Apr 8, 2014 - Feb 15, 2017 | -21.59% Feb 10, 2022 - Jul 13, 2023 |
| #3 | -2.23% Apr 6, 2022 - Nov 18, 2022 | -18.90% Dec 2, 2024 - Jul 1, 2025 |
| #4 | -1.88% Feb 22, 2023 - Jun 2, 2023 | -7.52% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -1.71% Mar 3, 2025 - May 28, 2025 | -7.07% May 8, 2019 - Sep 17, 2019 |
| #6 | -1.52% Nov 10, 2021 - Apr 5, 2022 | -6.94% Jun 8, 2021 - Nov 4, 2021 |
| #7 | -1.38% Feb 12, 2014 - Mar 5, 2014 | -6.81% Jul 31, 2024 - Aug 23, 2024 |
| #8 | -1.03% Sep 18, 2018 - Feb 13, 2019 | -6.14% Dec 27, 2023 - Feb 27, 2024 |
| #9 | -1.00% Jan 13, 2023 - Feb 14, 2023 | -5.80% Jan 12, 2022 - Feb 10, 2022 |
| #10 | -0.95% Feb 2, 2018 - Jul 19, 2018 | -5.68% Nov 11, 2021 - Jan 4, 2022 |
| #11 | -0.90% Sep 21, 2023 - Nov 6, 2023 | -5.68% Feb 27, 2026 - May 1, 2026 |
| #12 | -0.88% Jan 8, 2025 - Mar 3, 2025 | -5.30% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -0.87% Jun 11, 2025 - Jul 8, 2025 | -4.66% Aug 30, 2024 - Sep 18, 2024 |
| #14 | -0.79% Mar 11, 2021 - Oct 19, 2021 | -4.63% Sep 17, 2019 - Oct 22, 2019 |
| #15 | -0.77% Nov 27, 2023 - Dec 11, 2023 | -4.28% Nov 12, 2025 - Nov 28, 2025 |
Correlation
Correlation between AGZD and HERD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2013 - 2026)
AGZD vs HERD dividend yield comparison.
| Year | AGZD | HERD |
|---|---|---|
| 2026 | 1.59% | 0.00% |
| 2025 | 4.12% | 3.76% |
| 2024 | 3.96% | 2.43% |
| 2023 | 6.07% | 2.54% |
| 2022 | 8.61% | 2.50% |
| 2021 | 1.66% | 2.02% |
| 2020 | 2.28% | 1.95% |
| 2019 | 2.83% | 1.69% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks