AGZD vs MFSM
Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF).
AGZD vs MFSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGZD
$93M
MFSM
$93M
Expense Ratio
Winner
AGZD
0.23%
MFSM
0.34%
Max Drawdown
AGZD
14.53%
Winner
MFSM
4.60%
Sharpe Ratio
AGZD
0.73
Winner
MFSM
1.30
5Y Beta
Winner
AGZD
0.01
MFSM
0.04
5Y Dividends CAGR
AGZD
14.16%
MFSM
N/A
AGZD vs MFSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGZD
+1.03%
MFSM
+0.73%
3M
Winner
AGZD
+2.15%
MFSM
+0.19%
6M
Winner
AGZD
+3.20%
MFSM
+2.25%
1Y
AGZD
+6.11%
Winner
MFSM
+7.20%
5Y(CAGR)
AGZD
+4.44%
MFSM
N/A
10Y(CAGR)
AGZD
+3.26%
MFSM
N/A
Max(CAGR)
AGZD
+2.56%
Winner
MFSM
+3.75%
AGZD vs MFSM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | AGZD | MFSM |
|---|---|---|
| 2026 | +2.97% | +1.73% |
| 2025 | +4.67% | +5.20% |
| 2024 | +6.78% | -1.30% |
| 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 MFSM Drawdown Comparison
The maximum drawdown for AGZD was -8.46%, occurring on Mar 20, 2020. Recovery took 201 trading sessions.
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The current MFSM drawdown is -0.52%.
| Rank | AGZD | MFSM |
|---|---|---|
| #1 | -8.46% Feb 20, 2020 - Dec 4, 2020 | -3.86% Mar 3, 2025 - Sep 5, 2025 |
| #2 | -4.55% Apr 8, 2014 - Feb 15, 2017 | -2.65% Feb 26, 2026 - Mar 26, 2026 |
| #3 | -2.23% Apr 6, 2022 - Nov 18, 2022 | -2.10% Dec 9, 2024 - Feb 25, 2025 |
| #4 | -1.88% Feb 22, 2023 - Jun 2, 2023 | -0.40% Jan 15, 2026 - Jan 26, 2026 |
| #5 | -1.71% Mar 3, 2025 - May 28, 2025 | -0.32% Nov 11, 2025 - Nov 28, 2025 |
| #6 | -1.52% Nov 10, 2021 - Apr 5, 2022 | -0.26% Nov 28, 2025 - Dec 18, 2025 |
| #7 | -1.38% Feb 12, 2014 - Mar 5, 2014 | -0.24% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -1.03% Sep 18, 2018 - Feb 13, 2019 | -0.22% Sep 15, 2025 - Oct 1, 2025 |
| #9 | -1.00% Jan 13, 2023 - Feb 14, 2023 | -0.18% Sep 8, 2025 - Sep 10, 2025 |
| #10 | -0.95% Feb 2, 2018 - Jul 19, 2018 | -0.17% Dec 18, 2025 - Dec 24, 2025 |
| #11 | -0.90% Sep 21, 2023 - Nov 6, 2023 | -0.12% Jan 7, 2026 - Jan 9, 2026 |
| #12 | -0.88% Jan 8, 2025 - Mar 3, 2025 | -0.08% Sep 11, 2025 - Sep 15, 2025 |
| #13 | -0.87% Jun 11, 2025 - Jul 8, 2025 | -0.05% Oct 1, 2025 - Oct 6, 2025 |
| #14 | -0.79% Mar 11, 2021 - Oct 19, 2021 | -0.04% Oct 16, 2025 - Oct 20, 2025 |
| #15 | -0.77% Nov 27, 2023 - Dec 11, 2023 | -0.04% Oct 22, 2025 - Oct 27, 2025 |
Correlation
Correlation between AGZD and MFSM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2013 - 2026)
AGZD vs MFSM dividend yield comparison.
| Year | AGZD | MFSM |
|---|---|---|
| 2026 | 1.58% | 1.43% |
| 2025 | 4.12% | 3.53% |
| 2024 | 3.96% | 0.23% |
| 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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