AGZD vs IQHI
Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and NYLI MACKAY HIGH INCOME ETF (IQHI, ETF).
AGZD vs IQHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGZD
$116M
Winner
IQHI
$116M
Expense Ratio
Winner
AGZD
0.23%
IQHI
0.41%
Max Drawdown
AGZD
14.53%
Winner
IQHI
7.33%
Sharpe Ratio
Winner
AGZD
0.57
IQHI
0.55
5Y Beta
Winner
AGZD
0.01
IQHI
0.14
5Y Dividends CAGR
AGZD
16.68%
IQHI
N/A
AGZD vs IQHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGZD
+0.44%
IQHI
-0.28%
3M
Winner
AGZD
+1.24%
IQHI
+0.20%
6M
Winner
AGZD
+2.28%
IQHI
+0.81%
1Y
Winner
AGZD
+5.48%
IQHI
+5.01%
5Y(CAGR)
AGZD
+4.42%
IQHI
N/A
10Y(CAGR)
AGZD
+3.22%
IQHI
N/A
Max(CAGR)
AGZD
+2.52%
Winner
IQHI
+8.64%
AGZD vs IQHI - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | AGZD | IQHI |
|---|---|---|
| 2026 | +2.85% | +1.03% |
| 2025 | +4.67% | +8.31% |
| 2024 | +6.78% | +8.11% |
| 2023 | +7.36% | +11.98% |
| 2022 | +0.97% | +2.77% |
| 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 IQHI Drawdown Comparison
The maximum drawdown for AGZD was -8.46%, occurring on Mar 20, 2020. Recovery took 201 trading sessions.
The maximum drawdown for IQHI was -4.19%, occurring on Feb 21, 2023. Recovery took 92 trading sessions.
The current AGZD drawdown is -0.12%. The current IQHI drawdown is -0.83%.
| Rank | AGZD | IQHI |
|---|---|---|
| #1 | -8.46% Feb 20, 2020 - Dec 4, 2020 | -4.19% Feb 2, 2023 - Jun 15, 2023 |
| #2 | -4.55% Apr 8, 2014 - Feb 15, 2017 | -3.97% Feb 28, 2025 - May 13, 2025 |
| #3 | -2.23% Apr 6, 2022 - Nov 18, 2022 | -3.40% Sep 1, 2023 - Nov 14, 2023 |
| #4 | -1.88% Feb 22, 2023 - Jun 2, 2023 | -2.46% Feb 20, 2026 - Apr 14, 2026 |
| #5 | -1.71% Mar 3, 2025 - May 28, 2025 | -2.41% Dec 13, 2022 - Jan 9, 2023 |
| #6 | -1.52% Nov 10, 2021 - Apr 5, 2022 | -1.92% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -1.38% Feb 12, 2014 - Mar 5, 2014 | -1.90% Mar 28, 2024 - May 15, 2024 |
| #8 | -1.03% Sep 18, 2018 - Feb 13, 2019 | -1.68% Apr 17, 2026 - May 26, 2026 |
| #9 | -1.00% Jan 13, 2023 - Feb 14, 2023 | -1.60% Oct 28, 2022 - Nov 10, 2022 |
| #10 | -0.95% Feb 2, 2018 - Jul 19, 2018 | -1.38% Dec 6, 2024 - Jan 24, 2025 |
| #11 | -0.90% Sep 21, 2023 - Nov 6, 2023 | -1.18% Jul 31, 2023 - Aug 29, 2023 |
| #12 | -0.88% Jan 8, 2025 - Mar 3, 2025 | -1.16% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -0.87% Jun 11, 2025 - Jul 8, 2025 | -1.11% Jun 16, 2023 - Jul 12, 2023 |
| #14 | -0.79% Mar 11, 2021 - Oct 19, 2021 | -1.08% Sep 22, 2025 - Oct 27, 2025 |
| #15 | -0.77% Nov 27, 2023 - Dec 11, 2023 | -1.07% May 15, 2024 - Jun 4, 2024 |
Correlation
Correlation between AGZD and IQHI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2013 - 2026)
AGZD vs IQHI dividend yield comparison.
| Year | AGZD | IQHI |
|---|---|---|
| 2026 | 1.92% | 3.22% |
| 2025 | 4.12% | 7.88% |
| 2024 | 3.96% | 8.83% |
| 2023 | 6.07% | 6.92% |
| 2022 | 8.61% | 1.29% |
| 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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