AGZD vs XQQI

Comparison between WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF) and NEOS Boosted Nasdaq100 High Income ETF (XQQI, ETF).

AGZD vs XQQI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGZD(ETF)	XQQI(ETF)
Net Assets	$93M	$93M
Expense Ratio	0.23%	N/A
Max Drawdown	14.53%	14.91%
Sharpe Ratio	0.73	1.26
5Y Beta	0.01	1.58
P/E Ratio	N/A	38.52
Forward P/E	N/A	25.60
PEG Ratio	N/A	0.32
5Y Dividends CAGR	14.16%	N/A
5Y EPS CAGR	N/A	30.55%
Debt to Equity	N/A	35.87%
P/S Ratio	N/A	6.00
P/B Ratio	N/A	9.27

Net Assets

AGZD

$93M

Winner

XQQI

$93M

Expense Ratio

AGZD

0.23%

XQQI

N/A

Max Drawdown

Winner

AGZD

14.53%

XQQI

14.91%

Sharpe Ratio

AGZD

0.73

Winner

XQQI

1.26

5Y Beta

Winner

AGZD

0.01

XQQI

1.58

P/E Ratio

AGZD

N/A

XQQI

38.52

Forward P/E

AGZD

N/A

XQQI

25.60

PEG Ratio

AGZD

N/A

XQQI

0.32

5Y Dividends CAGR

AGZD

14.16%

XQQI

N/A

5Y EPS CAGR

AGZD

N/A

XQQI

30.55%

Debt to Equity

AGZD

N/A

XQQI

35.87%

P/S Ratio

AGZD

N/A

XQQI

6.00

P/B Ratio

AGZD

N/A

XQQI

9.27

AGZD vs XQQI - Historical Returns

Returns include dividend reinvestment.

Period	AGZD	XQQI
1 month	+1.03%	+1.77%
3 months	+2.15%	+12.15%
6 months	+3.20%	N/A
1 year	+6.11%	N/A
5 years(CAGR)	+4.44%	N/A
10 years(CAGR)	+3.26%	N/A
Max(CAGR)	+2.56%	+36.64%

AGZD

+1.03%

Winner

XQQI

+1.77%

AGZD

+2.15%

Winner

XQQI

+12.15%

AGZD

+3.20%

XQQI

N/A

AGZD

+6.11%

XQQI

N/A

5Y(CAGR)

AGZD

+4.44%

XQQI

N/A

10Y(CAGR)

AGZD

+3.26%

XQQI

N/A

Max(CAGR)

AGZD

+2.56%

Winner

XQQI

+36.64%

AGZD vs XQQI - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	AGZD	XQQI
2026	+2.97%	+10.99%
2025	+4.67%	N/A
2024	+6.78%	N/A
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 XQQI Drawdown Comparison

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

The maximum drawdown for XQQI was -12.55%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The current XQQI drawdown is -6.54%.

Rank	AGZD	XQQI
#1	-8.46% Feb 20, 2020 - Dec 4, 2020	-12.55% Feb 25, 2026 - Apr 14, 2026
#2	-4.55% Apr 8, 2014 - Feb 15, 2017	-6.54% Jun 2, 2026 - Jun 5, 2026
#3	-2.23% Apr 6, 2022 - Nov 18, 2022	-3.41% Feb 3, 2026 - Feb 25, 2026
#4	-1.88% Feb 22, 2023 - Jun 2, 2023	-2.12% May 14, 2026 - May 22, 2026
#5	-1.71% Mar 3, 2025 - May 28, 2025	-0.76% May 11, 2026 - May 13, 2026
#6	-1.52% Nov 10, 2021 - Apr 5, 2022	-0.76% Apr 24, 2026 - Apr 30, 2026
#7	-1.38% Feb 12, 2014 - Mar 5, 2014	-0.69% Apr 17, 2026 - Apr 22, 2026
#8	-1.03% Sep 18, 2018 - Feb 13, 2019	-0.34% May 1, 2026 - May 5, 2026
#9	-1.00% Jan 13, 2023 - Feb 14, 2023	-0.16% Apr 22, 2026 - Apr 24, 2026
#10	-0.95% Feb 2, 2018 - Jul 19, 2018	-0.02% May 6, 2026 - May 8, 2026
#11	-0.90% Sep 21, 2023 - Nov 6, 2023	N/A
#12	-0.88% Jan 8, 2025 - Mar 3, 2025	N/A
#13	-0.87% Jun 11, 2025 - Jul 8, 2025	N/A
#14	-0.79% Mar 11, 2021 - Oct 19, 2021	N/A
#15	-0.77% Nov 27, 2023 - Dec 11, 2023	N/A

Correlation

Correlation between AGZD and XQQI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2013 - 2026)

AGZD vs XQQI dividend yield comparison.

Year	AGZD	XQQI
2026	1.58%	8.38%
2025	4.12%	0.00%
2024	3.96%	0.00%
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%