StockComparison Logo
vs

AGZD vs SPY

Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AGZD, delivering a return of +13.3% compared to +4.4%

AGZD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AGZD
$93M
Winner
SPY
$735B
Expense Ratio
AGZD
0.23%
Winner
SPY
0.09%
Max Drawdown
Winner
AGZD
14.53%
SPY
56.47%
Sharpe Ratio
AGZD
0.73
Winner
SPY
1.62
5Y Beta
Winner
AGZD
0.01
SPY
1.00
P/E Ratio
AGZD
N/A
SPY
28.99
Forward P/E
AGZD
N/A
SPY
22.37
5Y Dividends CAGR
Winner
AGZD
14.16%
SPY
5.43%
5Y EPS CAGR
AGZD
N/A
SPY
26.05%
Debt to Equity
AGZD
N/A
SPY
32.40%
P/S Ratio
AGZD
N/A
SPY
3.74
P/B Ratio
AGZD
N/A
SPY
5.61

AGZD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AGZD
+1.03%
Winner
SPY
+1.90%
3M
AGZD
+2.15%
Winner
SPY
+8.55%
6M
AGZD
+3.20%
Winner
SPY
+8.18%
1Y
AGZD
+6.11%
Winner
SPY
+25.79%
5Y(CAGR)
AGZD
+4.44%
Winner
SPY
+13.32%
10Y(CAGR)
AGZD
+3.26%
Winner
SPY
+15.19%
Max(CAGR)
AGZD
+2.56%
Winner
SPY
+8.47%

AGZD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAGZDSPY
2026+2.97%+8.26%
2025+4.67%+18.00%
2024+6.78%+25.59%
2023+7.36%+26.72%
2022+0.97%-18.64%
2021+0.66%+30.52%
2020+0.21%+17.28%
2019+4.45%+31.09%
2018+0.45%-5.24%
2017+2.82%+20.78%
2016+2.42%+13.59%
2015-0.79%+1.31%
2014+0.49%+14.56%
2013-0.07%+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AGZD vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -2.90%.

RankAGZDSPY
#1-8.46%
Feb 20, 2020 - Dec 4, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-4.55%
Apr 8, 2014 - Feb 15, 2017		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.23%
Apr 6, 2022 - Nov 18, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.88%
Feb 22, 2023 - Jun 2, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.71%
Mar 3, 2025 - May 28, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.52%
Nov 10, 2021 - Apr 5, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.38%
Feb 12, 2014 - Mar 5, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.03%
Sep 18, 2018 - Feb 13, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.00%
Jan 13, 2023 - Feb 14, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.95%
Feb 2, 2018 - Jul 19, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.90%
Sep 21, 2023 - Nov 6, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.88%
Jan 8, 2025 - Mar 3, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.87%
Jun 11, 2025 - Jul 8, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.79%
Mar 11, 2021 - Oct 19, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.77%
Nov 27, 2023 - Dec 11, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AGZD and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

AGZD vs SPY dividend yield comparison.

YearAGZDSPY
20261.58%0.24%
20254.12%1.07%
20243.96%1.21%
20236.07%1.40%
20228.61%1.65%
20211.66%1.20%
20202.28%1.52%
20192.83%1.75%
20182.62%2.04%
20172.31%1.80%
20161.81%2.03%
20151.66%2.06%
20141.69%1.87%
20130.05%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: AGZD vs SPY