AGZD vs MID

Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and AMERICAN CENTURY MID CAP GROWTH IMPACT ETF (MID, ETF).

5-Year PerformanceMID has outperformed AGZD, delivering a return of +4.8% compared to +4.4%

AGZD vs MID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGZD(ETF)	MID(ETF)
Net Assets	$100M	$100M
Expense Ratio	0.23%	0.45%
Max Drawdown	14.53%	40.15%
Sharpe Ratio	0.61	0.05
5Y Beta	0.01	1.12
P/E Ratio	N/A	46.08
Forward P/E	N/A	26.69
5Y Dividends CAGR	14.16%	N/A
5Y EPS CAGR	N/A	17.68%
Debt to Equity	N/A	73.84%
P/S Ratio	N/A	3.29
P/B Ratio	N/A	8.65

Net Assets

AGZD

$100M

MID

$100M

Expense Ratio

Winner

AGZD

0.23%

MID

0.45%

Max Drawdown

Winner

AGZD

14.53%

MID

40.15%

Sharpe Ratio

Winner

AGZD

0.61

MID

0.05

5Y Beta

Winner

AGZD

0.01

MID

1.12

P/E Ratio

AGZD

N/A

MID

46.08

Forward P/E

AGZD

N/A

MID

26.69

5Y Dividends CAGR

AGZD

14.16%

MID

N/A

5Y EPS CAGR

AGZD

N/A

MID

17.68%

Debt to Equity

AGZD

N/A

MID

73.84%

P/S Ratio

AGZD

N/A

MID

3.29

P/B Ratio

AGZD

N/A

MID

8.65

AGZD vs MID - Historical Returns

Returns include dividend reinvestment.

Period	AGZD	MID
1 month	+0.62%	+3.04%
3 months	+1.74%	+7.28%
6 months	+2.27%	+0.01%
1 year	+5.59%	+3.41%
5 years(CAGR)	+4.39%	+4.76%
10 years(CAGR)	+3.21%	N/A
Max(CAGR)	+2.51%	+9.11%

AGZD

+0.62%

Winner

MID

+3.04%

AGZD

+1.74%

Winner

MID

+7.28%

Winner

AGZD

+2.27%

MID

+0.01%

Winner

AGZD

+5.59%

MID

+3.41%

5Y(CAGR)

AGZD

+4.39%

Winner

MID

+4.76%

10Y(CAGR)

AGZD

+3.21%

MID

N/A

Max(CAGR)

AGZD

+2.51%

Winner

MID

+9.11%

AGZD vs MID - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	AGZD	MID
2026	+2.47%	+1.29%
2025	+4.67%	+7.84%
2024	+6.78%	+21.65%
2023	+7.36%	+23.31%
2022	+0.97%	-26.81%
2021	+0.66%	+11.58%
2020	+0.21%	+29.63%
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 MID Drawdown Comparison

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

The maximum drawdown for MID was -40.15%, occurring on Jun 16, 2022. Recovery took 730 trading sessions.

The current AGZD drawdown is -0.49%. The current MID drawdown is -3.91%.

Rank	AGZD	MID
#1	-8.46% Feb 20, 2020 - Dec 4, 2020	-40.15% Nov 16, 2021 - Oct 14, 2024
#2	-4.55% Apr 8, 2014 - Feb 15, 2017	-23.92% Jan 23, 2025 - Jun 26, 2025
#3	-2.23% Apr 6, 2022 - Nov 18, 2022	-18.39% Feb 12, 2021 - Jul 22, 2021
#4	-1.88% Feb 22, 2023 - Jun 2, 2023	-13.89% Oct 27, 2025 - Jun 2, 2026
#5	-1.71% Mar 3, 2025 - May 28, 2025	-10.24% Sep 2, 2020 - Oct 7, 2020
#6	-1.52% Nov 10, 2021 - Apr 5, 2022	-8.84% Sep 3, 2021 - Oct 29, 2021
#7	-1.38% Feb 12, 2014 - Mar 5, 2014	-8.18% Oct 13, 2020 - Nov 5, 2020
#8	-1.03% Sep 18, 2018 - Feb 13, 2019	-7.39% Dec 6, 2024 - Jan 23, 2025
#9	-1.00% Jan 13, 2023 - Feb 14, 2023	-6.17% Jan 20, 2021 - Feb 5, 2021
#10	-0.95% Feb 2, 2018 - Jul 19, 2018	-6.10% Jun 4, 2026 - Jun 10, 2026
#11	-0.90% Sep 21, 2023 - Nov 6, 2023	-5.94% Nov 6, 2020 - Nov 27, 2020
#12	-0.88% Jan 8, 2025 - Mar 3, 2025	-5.01% Aug 5, 2020 - Aug 31, 2020
#13	-0.87% Jun 11, 2025 - Jul 8, 2025	-4.77% Oct 14, 2024 - Nov 8, 2024
#14	-0.79% Mar 11, 2021 - Oct 19, 2021	-4.74% Sep 22, 2025 - Oct 24, 2025
#15	-0.77% Nov 27, 2023 - Dec 11, 2023	-4.04% Aug 9, 2021 - Aug 24, 2021

Correlation

Correlation between AGZD and MID is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2013 - 2026)

AGZD vs MID dividend yield comparison.

Year	AGZD	MID
2026	1.59%	0.05%
2025	4.12%	0.18%
2024	3.96%	0.17%
2023	6.07%	0.02%
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%