AGZD vs WCBR

Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and WISDOMTREE CYBERSECURITY FUND (WCBR, ETF).

5-Year PerformanceWCBR has outperformed AGZD, delivering a return of +6.6% compared to +4.4%

AGZD vs WCBR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGZD(ETF)	WCBR(ETF)
Net Assets	$100M	$100M
Expense Ratio	0.23%	0.45%
Max Drawdown	14.53%	52.47%
Sharpe Ratio	0.61	0.18
5Y Beta	0.01	1.11
P/E Ratio	N/A	-64.26
Forward P/E	N/A	29.78
PEG Ratio	N/A	4.02
5Y Dividends CAGR	14.16%	N/A
Debt to Equity	N/A	17.34%
P/S Ratio	N/A	5.51
P/B Ratio	N/A	5.78

Net Assets

AGZD

$100M

Winner

WCBR

$100M

Expense Ratio

Winner

AGZD

0.23%

WCBR

0.45%

Max Drawdown

Winner

AGZD

14.53%

WCBR

52.47%

Sharpe Ratio

Winner

AGZD

0.61

WCBR

0.18

5Y Beta

Winner

AGZD

0.01

WCBR

1.11

P/E Ratio

AGZD

N/A

WCBR

-64.26

Forward P/E

AGZD

N/A

WCBR

29.78

PEG Ratio

AGZD

N/A

WCBR

4.02

5Y Dividends CAGR

AGZD

14.16%

WCBR

N/A

Debt to Equity

AGZD

N/A

WCBR

17.34%

P/S Ratio

AGZD

N/A

WCBR

5.51

P/B Ratio

AGZD

N/A

WCBR

5.78

AGZD vs WCBR - Historical Returns

Returns include dividend reinvestment.

Period	AGZD	WCBR
1 month	+0.62%	+12.74%
3 months	+1.74%	+23.26%
6 months	+2.27%	+12.20%
1 year	+5.59%	+4.66%
5 years(CAGR)	+4.39%	+6.64%
10 years(CAGR)	+3.21%	N/A
Max(CAGR)	+2.51%	+5.39%

AGZD

+0.62%

Winner

WCBR

+12.74%

AGZD

+1.74%

Winner

WCBR

+23.26%

AGZD

+2.27%

Winner

WCBR

+12.20%

Winner

AGZD

+5.59%

WCBR

+4.66%

5Y(CAGR)

AGZD

+4.39%

Winner

WCBR

+6.64%

10Y(CAGR)

AGZD

+3.21%

WCBR

N/A

Max(CAGR)

AGZD

+2.51%

Winner

WCBR

+5.39%

AGZD vs WCBR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	AGZD	WCBR
2026	+2.47%	+19.34%
2025	+4.67%	-2.17%
2024	+6.78%	+14.67%
2023	+7.36%	+68.18%
2022	+0.97%	-40.31%
2021	+0.66%	+6.99%
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 WCBR Drawdown Comparison

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

The maximum drawdown for WCBR was -52.25%, occurring on Jan 5, 2023. Recovery took 771 trading sessions.

The current AGZD drawdown is -0.49%. The current WCBR drawdown is -12.20%.

Rank	AGZD	WCBR
#1	-8.46% Feb 20, 2020 - Dec 4, 2020	-52.25% Nov 9, 2021 - Dec 4, 2024
#2	-4.55% Apr 8, 2014 - Feb 15, 2017	-30.27% Feb 13, 2025 - May 22, 2026
#3	-2.23% Apr 6, 2022 - Nov 18, 2022	-21.32% Feb 9, 2021 - Aug 5, 2021
#4	-1.88% Feb 22, 2023 - Jun 2, 2023	-13.56% Jun 1, 2026 - Jun 10, 2026
#5	-1.71% Mar 3, 2025 - May 28, 2025	-12.48% Sep 7, 2021 - Oct 18, 2021
#6	-1.52% Nov 10, 2021 - Apr 5, 2022	-8.43% Dec 6, 2024 - Jan 28, 2025
#7	-1.38% Feb 12, 2014 - Mar 5, 2014	-4.90% May 26, 2026 - May 29, 2026
#8	-1.03% Sep 18, 2018 - Feb 13, 2019	-3.49% Aug 5, 2021 - Aug 24, 2021
#9	-1.00% Jan 13, 2023 - Feb 14, 2023	-2.48% Oct 21, 2021 - Oct 29, 2021
#10	-0.95% Feb 2, 2018 - Jul 19, 2018	-2.46% Feb 2, 2021 - Feb 5, 2021
#11	-0.90% Sep 21, 2023 - Nov 6, 2023	-2.42% Oct 29, 2021 - Nov 4, 2021
#12	-0.88% Jan 8, 2025 - Mar 3, 2025	-1.97% Jan 28, 2025 - Feb 4, 2025
#13	-0.87% Jun 11, 2025 - Jul 8, 2025	-1.58% Dec 4, 2024 - Dec 6, 2024
#14	-0.79% Mar 11, 2021 - Oct 19, 2021	-1.26% Feb 10, 2025 - Feb 13, 2025
#15	-0.77% Nov 27, 2023 - Dec 11, 2023	-1.16% Feb 5, 2025 - Feb 7, 2025

Correlation

Correlation between AGZD and WCBR is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2013 - 2026)

AGZD vs WCBR dividend yield comparison.

Year	AGZD	WCBR
2026	1.59%	0.00%
2025	4.12%	0.00%
2024	3.96%	0.02%
2023	6.07%	0.00%
2022	8.61%	0.03%
2021	1.66%	0.43%
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%