AGZD vs PFIG

Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF (PFIG, ETF).

5-Year PerformanceAGZD has outperformed PFIG, delivering a return of +4.4% compared to +1.1%

AGZD vs PFIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGZD(ETF)	PFIG(ETF)
Net Assets	$116M	$116M
Expense Ratio	0.23%	0.22%
Max Drawdown	14.53%	19.63%
Sharpe Ratio	0.57	-0.11
5Y Beta	0.01	0.05
5Y Dividends CAGR	16.68%	8.36%

Net Assets

Winner

AGZD

$116M

PFIG

$116M

Expense Ratio

AGZD

0.23%

Winner

PFIG

0.22%

Max Drawdown

Winner

AGZD

14.53%

PFIG

19.63%

Sharpe Ratio

Winner

AGZD

0.57

PFIG

-0.11

5Y Beta

Winner

AGZD

0.01

PFIG

0.05

5Y Dividends CAGR

Winner

AGZD

16.68%

PFIG

8.36%

AGZD vs PFIG - Historical Returns

Returns include dividend reinvestment.

Period	AGZD	PFIG
1 month	+0.44%	-0.58%
3 months	+1.24%	-0.78%
6 months	+2.28%	-0.40%
1 year	+5.48%	+2.84%
5 years(CAGR)	+4.42%	+1.06%
10 years(CAGR)	+3.22%	+2.28%
Max(CAGR)	+2.52%	+2.71%

Winner

AGZD

+0.44%

PFIG

-0.58%

Winner

AGZD

+1.24%

PFIG

-0.78%

Winner

AGZD

+2.28%

PFIG

-0.40%

Winner

AGZD

+5.48%

PFIG

+2.84%

5Y(CAGR)

Winner

AGZD

+4.42%

PFIG

+1.06%

10Y(CAGR)

Winner

AGZD

+3.22%

PFIG

+2.28%

Max(CAGR)

AGZD

+2.52%

Winner

PFIG

+2.71%

AGZD vs PFIG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	AGZD	PFIG
2026	+2.85%	-0.27%
2025	+4.67%	+7.73%
2024	+6.78%	+3.68%
2023	+7.36%	+6.70%
2022	+0.97%	-9.69%
2021	+0.66%	-1.30%
2020	+0.21%	+7.50%
2019	+4.45%	+9.72%
2018	+0.45%	-0.66%
2017	+2.82%	+3.47%
2016	+2.42%	+3.40%
2015	-0.79%	+0.95%
2014	+0.49%	+4.60%
2013	-0.07%	-1.16%
2012	N/A	+5.60%
2011	N/A	+1.99%

AGZD vs PFIG Drawdown Comparison

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

The maximum drawdown for PFIG was -15.58%, occurring on Oct 20, 2022. Recovery took 921 trading sessions.

The current AGZD drawdown is -0.12%. The current PFIG drawdown is -1.42%.

Rank	AGZD	PFIG
#1	-8.46% Feb 20, 2020 - Dec 4, 2020	-15.58% Aug 3, 2021 - Apr 3, 2025
#2	-4.55% Apr 8, 2014 - Feb 15, 2017	-14.64% Mar 3, 2020 - May 29, 2020
#3	-2.23% Apr 6, 2022 - Nov 18, 2022	-5.24% May 1, 2013 - Apr 11, 2014
#4	-1.88% Feb 22, 2023 - Jun 2, 2023	-4.08% Nov 1, 2011 - May 7, 2012
#5	-1.71% Mar 3, 2025 - May 28, 2025	-3.65% Sep 27, 2016 - Jun 2, 2017
#6	-1.52% Nov 10, 2021 - Apr 5, 2022	-3.41% Sep 5, 2017 - Jan 30, 2019
#7	-1.38% Feb 12, 2014 - Mar 5, 2014	-2.89% Dec 30, 2020 - Jul 19, 2021
#8	-1.03% Sep 18, 2018 - Feb 13, 2019	-2.48% Sep 22, 2011 - Oct 19, 2011
#9	-1.00% Jan 13, 2023 - Feb 14, 2023	-2.32% Apr 1, 2015 - Mar 16, 2016
#10	-0.95% Feb 2, 2018 - Jul 19, 2018	-2.03% Apr 4, 2025 - May 30, 2025
#11	-0.90% Sep 21, 2023 - Nov 6, 2023	-1.95% Feb 23, 2026 - Mar 26, 2026
#12	-0.88% Jan 8, 2025 - Mar 3, 2025	-1.76% Oct 15, 2014 - Jan 12, 2015
#13	-0.87% Jun 11, 2025 - Jul 8, 2025	-1.55% Sep 4, 2019 - Oct 3, 2019
#14	-0.79% Mar 11, 2021 - Oct 19, 2021	-1.38% May 18, 2012 - Jun 18, 2012
#15	-0.77% Nov 27, 2023 - Dec 11, 2023	-1.37% Dec 5, 2012 - Apr 4, 2013

Correlation

Correlation between AGZD and PFIG is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2011 - 2026)

AGZD vs PFIG dividend yield comparison.

Year	AGZD	PFIG
2026	1.92%	2.58%
2025	4.12%	4.15%
2024	3.96%	4.12%
2023	6.07%	3.54%
2022	8.61%	2.58%
2021	1.66%	3.34%
2020	2.28%	2.81%
2019	2.83%	2.92%
2018	2.62%	2.88%
2017	2.31%	2.54%
2016	1.81%	2.58%
2015	1.66%	2.57%
2014	1.69%	2.39%
2013	0.05%	2.19%
2012	0.00%	2.30%
2011	0.00%	0.64%