AGZD vs KRMA

Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and GLOBAL X CONSCIOUS COMPANIES ETF (KRMA, ETF).

5-Year PerformanceKRMA has outperformed AGZD, delivering a return of +9.9% compared to +4.4%

AGZD vs KRMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGZD(ETF)	KRMA(ETF)
Net Assets	$116M	$116M
Expense Ratio	0.23%	0.43%
Max Drawdown	14.53%	36.16%
Sharpe Ratio	0.57	1.19
5Y Beta	0.01	0.94
P/E Ratio	N/A	24.48
Forward P/E	N/A	18.11
PEG Ratio	N/A	0.42
5Y Dividends CAGR	16.68%	24.01%
5Y EPS CAGR	N/A	22.60%
Debt to Equity	N/A	38.19%

Net Assets

Winner

AGZD

$116M

KRMA

$116M

Expense Ratio

Winner

AGZD

0.23%

KRMA

0.43%

Max Drawdown

Winner

AGZD

14.53%

KRMA

36.16%

Sharpe Ratio

AGZD

0.57

Winner

KRMA

1.19

5Y Beta

Winner

AGZD

0.01

KRMA

0.94

P/E Ratio

AGZD

N/A

KRMA

24.48

Forward P/E

AGZD

N/A

KRMA

18.11

PEG Ratio

AGZD

N/A

KRMA

0.42

5Y Dividends CAGR

AGZD

16.68%

Winner

KRMA

24.01%

5Y EPS CAGR

AGZD

N/A

KRMA

22.60%

Debt to Equity

AGZD

N/A

KRMA

38.19%

AGZD vs KRMA - Historical Returns

Returns include dividend reinvestment.

Period	AGZD	KRMA
1 month	+0.44%	+1.96%
3 months	+1.24%	+6.26%
6 months	+2.28%	+10.26%
1 year	+5.48%	+19.76%
5 years(CAGR)	+4.42%	+9.89%
10 years(CAGR)	+3.22%	+13.60%
Max(CAGR)	+2.52%	+13.58%

AGZD

+0.44%

Winner

KRMA

+1.96%

AGZD

+1.24%

Winner

KRMA

+6.26%

AGZD

+2.28%

Winner

KRMA

+10.26%

AGZD

+5.48%

Winner

KRMA

+19.76%

5Y(CAGR)

AGZD

+4.42%

Winner

KRMA

+9.89%

10Y(CAGR)

AGZD

+3.22%

Winner

KRMA

+13.60%

Max(CAGR)

AGZD

+2.52%

Winner

KRMA

+13.58%

AGZD vs KRMA - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	AGZD	KRMA
2026	+2.85%	+10.19%
2025	+4.67%	+14.39%
2024	+6.78%	+18.87%
2023	+7.36%	+22.70%
2022	+0.97%	-19.09%
2021	+0.66%	+29.42%
2020	+0.21%	+16.40%
2019	+4.45%	+30.21%
2018	+0.45%	-4.25%
2017	+2.82%	+22.74%
2016	+2.42%	+5.65%
2015	-0.79%	N/A
2014	+0.49%	N/A
2013	-0.07%	N/A

AGZD vs KRMA Drawdown Comparison

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

The maximum drawdown for KRMA was -36.16%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.

The current AGZD drawdown is -0.12%. The current KRMA drawdown is -2.27%.

Rank	AGZD	KRMA
#1	-8.46% Feb 20, 2020 - Dec 4, 2020	-36.16% Feb 19, 2020 - Aug 17, 2020
#2	-4.55% Apr 8, 2014 - Feb 15, 2017	-26.12% Dec 29, 2021 - Jan 25, 2024
#3	-2.23% Apr 6, 2022 - Nov 18, 2022	-19.41% Dec 4, 2024 - Jul 1, 2025
#4	-1.88% Feb 22, 2023 - Jun 2, 2023	-17.48% Sep 21, 2018 - Mar 19, 2019
#5	-1.71% Mar 3, 2025 - May 28, 2025	-9.59% Jan 26, 2018 - Jul 25, 2018
#6	-1.52% Nov 10, 2021 - Apr 5, 2022	-8.92% Sep 2, 2020 - Oct 12, 2020
#7	-1.38% Feb 12, 2014 - Mar 5, 2014	-8.62% Jan 6, 2026 - Apr 15, 2026
#8	-1.03% Sep 18, 2018 - Feb 13, 2019	-8.36% Jul 16, 2024 - Sep 19, 2024
#9	-1.00% Jan 13, 2023 - Feb 14, 2023	-7.02% Jul 26, 2019 - Oct 30, 2019
#10	-0.95% Feb 2, 2018 - Jul 19, 2018	-6.95% Oct 12, 2020 - Nov 6, 2020
#11	-0.90% Sep 21, 2023 - Nov 6, 2023	-6.30% May 3, 2019 - Jun 19, 2019
#12	-0.88% Jan 8, 2025 - Mar 3, 2025	-6.01% Dec 14, 2020 - Feb 8, 2021
#13	-0.87% Jun 11, 2025 - Jul 8, 2025	-5.90% Oct 28, 2025 - Dec 10, 2025
#14	-0.79% Mar 11, 2021 - Oct 19, 2021	-5.70% Sep 2, 2021 - Oct 26, 2021
#15	-0.77% Nov 27, 2023 - Dec 11, 2023	-5.65% Mar 27, 2024 - May 15, 2024

Correlation

Correlation between AGZD and KRMA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

AGZD vs KRMA dividend yield comparison.

Year	AGZD	KRMA
2026	1.92%	0.36%
2025	4.12%	2.59%
2024	3.96%	0.91%
2023	6.07%	1.16%
2022	8.61%	0.86%
2021	1.66%	1.07%
2020	2.28%	0.96%
2019	2.83%	1.52%
2018	2.62%	1.82%
2017	2.31%	1.21%
2016	1.81%	0.95%
2015	1.66%	0.00%
2014	1.69%	0.00%
2013	0.05%	0.00%