AGZD vs KCCA

Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and KRANESHARES CALIFORNIA CARBON ALLOWANCE STRATEGY ETF (KCCA, ETF).

5-Year PerformanceAGZD has outperformed KCCA, delivering a return of +4.4% compared to -2.4%

AGZD vs KCCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGZD(ETF)	KCCA(ETF)
Net Assets	$116M	$117M
Expense Ratio	0.23%	0.91%
Max Drawdown	14.53%	54.18%
Sharpe Ratio	0.61	0.56
5Y Beta	0.01	-0.10
5Y Dividends CAGR	16.68%	N/A

Net Assets

AGZD

$116M

Winner

KCCA

$117M

Expense Ratio

Winner

AGZD

0.23%

KCCA

0.91%

Max Drawdown

Winner

AGZD

14.53%

KCCA

54.18%

Sharpe Ratio

Winner

AGZD

0.61

KCCA

0.56

5Y Beta

AGZD

0.01

Winner

KCCA

-0.10

5Y Dividends CAGR

AGZD

16.68%

KCCA

N/A

AGZD vs KCCA - Historical Returns

Returns include dividend reinvestment.

Period	AGZD	KCCA
1 month	+0.44%	-2.21%
3 months	+1.24%	+12.21%
6 months	+2.28%	+6.20%
1 year	+5.48%	+12.43%
5 years(CAGR)	+4.42%	-2.44%
10 years(CAGR)	+3.22%	N/A
Max(CAGR)	+2.52%	-2.44%

Winner

AGZD

+0.44%

KCCA

-2.21%

AGZD

+1.24%

Winner

KCCA

+12.21%

AGZD

+2.28%

Winner

KCCA

+6.20%

AGZD

+5.48%

Winner

KCCA

+12.43%

5Y(CAGR)

Winner

AGZD

+4.42%

KCCA

-2.44%

10Y(CAGR)

AGZD

+3.22%

KCCA

N/A

Max(CAGR)

Winner

AGZD

+2.52%

KCCA

-2.44%

AGZD vs KCCA - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	AGZD	KCCA
2026	+2.85%	-2.15%
2025	+4.67%	-11.72%
2024	+6.78%	-15.68%
2023	+7.36%	+36.55%
2022	+0.97%	-19.70%
2021	+0.66%	+8.91%
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 KCCA Drawdown Comparison

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

The maximum drawdown for KCCA was -41.11%, occurring on Apr 14, 2025. This drawdown has not yet recovered.

The current AGZD drawdown is -0.12%. The current KCCA drawdown is -29.37%.

Rank	AGZD	KCCA
#1	-8.46% Feb 20, 2020 - Dec 4, 2020	-41.11% Feb 5, 2024 - Apr 14, 2025
#2	-4.55% Apr 8, 2014 - Feb 15, 2017	-34.85% Nov 15, 2021 - Jan 5, 2024
#3	-2.23% Apr 6, 2022 - Nov 18, 2022	-7.15% Oct 5, 2021 - Oct 22, 2021
#4	-1.88% Feb 22, 2023 - Jun 2, 2023	-2.08% Oct 25, 2021 - Oct 29, 2021
#5	-1.71% Mar 3, 2025 - May 28, 2025	-1.69% Jan 19, 2024 - Feb 1, 2024
#6	-1.52% Nov 10, 2021 - Apr 5, 2022	-1.40% Nov 1, 2021 - Nov 9, 2021
#7	-1.38% Feb 12, 2014 - Mar 5, 2014	-1.32% Jan 8, 2024 - Jan 17, 2024
#8	-1.03% Sep 18, 2018 - Feb 13, 2019	-0.16% Jan 17, 2024 - Jan 19, 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 KCCA is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

-101

Dividend Comparison (2013 - 2026)

AGZD vs KCCA dividend yield comparison.

Year	AGZD	KCCA
2026	1.92%	0.00%
2025	4.12%	2.87%
2024	3.96%	30.58%
2023	6.07%	3.12%
2022	8.61%	0.24%
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%