AGZD vs IBGA
Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF).
AGZD vs IBGA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AGZD
$93M
IBGA
$92M
Expense Ratio
AGZD
0.23%
Winner
IBGA
0.07%
Max Drawdown
AGZD
14.53%
Winner
IBGA
13.71%
Sharpe Ratio
Winner
AGZD
0.73
IBGA
0.01
5Y Beta
Winner
AGZD
0.01
IBGA
0.05
5Y Dividends CAGR
AGZD
14.16%
IBGA
N/A
AGZD vs IBGA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGZD
+1.03%
IBGA
-0.24%
3M
Winner
AGZD
+2.15%
IBGA
-2.79%
6M
Winner
AGZD
+3.20%
IBGA
-1.00%
1Y
Winner
AGZD
+6.11%
IBGA
+3.61%
5Y(CAGR)
AGZD
+4.44%
IBGA
N/A
10Y(CAGR)
AGZD
+3.26%
IBGA
N/A
Max(CAGR)
Winner
AGZD
+2.56%
IBGA
+1.89%
AGZD vs IBGA - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | AGZD | IBGA |
|---|---|---|
| 2026 | +2.97% | -0.70% |
| 2025 | +4.67% | +5.72% |
| 2024 | +6.78% | -1.41% |
| 2023 | +7.36% | N/A |
| 2022 | +0.97% | N/A |
| 2021 | +0.66% | N/A |
| 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 IBGA Drawdown Comparison
The maximum drawdown for AGZD was -8.46%, occurring on Mar 20, 2020. Recovery took 201 trading sessions.
The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current IBGA drawdown is -5.05%.
| Rank | AGZD | IBGA |
|---|---|---|
| #1 | -8.46% Feb 20, 2020 - Dec 4, 2020 | -11.68% Sep 16, 2024 - Jan 14, 2025 |
| #2 | -4.55% Apr 8, 2014 - Feb 15, 2017 | -3.64% Jun 25, 2024 - Jul 16, 2024 |
| #3 | -2.23% Apr 6, 2022 - Nov 18, 2022 | -2.83% Aug 5, 2024 - Aug 21, 2024 |
| #4 | -1.88% Feb 22, 2023 - Jun 2, 2023 | -2.03% Jul 17, 2024 - Jul 31, 2024 |
| #5 | -1.71% Mar 3, 2025 - May 28, 2025 | -1.77% Aug 21, 2024 - Sep 4, 2024 |
| #6 | -1.52% Nov 10, 2021 - Apr 5, 2022 | -0.72% Jun 14, 2024 - Jun 18, 2024 |
| #7 | -1.38% Feb 12, 2014 - Mar 5, 2014 | -0.53% Sep 10, 2024 - Sep 16, 2024 |
| #8 | -1.03% Sep 18, 2018 - Feb 13, 2019 | -0.49% Jun 18, 2024 - Jun 25, 2024 |
| #9 | -1.00% Jan 13, 2023 - Feb 14, 2023 | N/A |
| #10 | -0.95% Feb 2, 2018 - Jul 19, 2018 | N/A |
| #11 | -0.90% Sep 21, 2023 - Nov 6, 2023 | N/A |
| #12 | -0.88% Jan 8, 2025 - Mar 3, 2025 | N/A |
| #13 | -0.87% Jun 11, 2025 - Jul 8, 2025 | N/A |
| #14 | -0.79% Mar 11, 2021 - Oct 19, 2021 | N/A |
| #15 | -0.77% Nov 27, 2023 - Dec 11, 2023 | N/A |
Correlation
Correlation between AGZD and IBGA 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 IBGA dividend yield comparison.
| Year | AGZD | IBGA |
|---|---|---|
| 2026 | 1.58% | 1.94% |
| 2025 | 4.12% | 4.49% |
| 2024 | 3.96% | 2.03% |
| 2023 | 6.07% | 0.00% |
| 2022 | 8.61% | 0.00% |
| 2021 | 1.66% | 0.00% |
| 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% |
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