CLSM vs AGZD

Comparison between ETC CABANA TARGET LEADING SECTOR MODERATE ETF (CLSM, ETF) and WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF).

5-Year PerformanceAGZD has outperformed CLSM, delivering a return of +4.4% compared to +3.8%

CLSM vs AGZD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLSM(ETF)	AGZD(ETF)
Net Assets	$100M	$100M
Expense Ratio	0.82%	0.23%
Max Drawdown	33.55%	14.53%
Sharpe Ratio	1.73	0.61
5Y Beta	0.75	0.01
5Y Dividends CAGR	N/A	14.16%

Net Assets

CLSM

$100M

AGZD

$100M

Expense Ratio

CLSM

0.82%

Winner

AGZD

0.23%

Max Drawdown

CLSM

33.55%

Winner

AGZD

14.53%

Sharpe Ratio

Winner

CLSM

1.73

AGZD

0.61

5Y Beta

CLSM

0.75

Winner

AGZD

0.01

5Y Dividends CAGR

CLSM

N/A

AGZD

14.16%

CLSM vs AGZD - Historical Returns

Returns include dividend reinvestment.

Period	CLSM	AGZD
1 month	+1.84%	+0.62%
3 months	+17.10%	+1.74%
6 months	+17.76%	+2.27%
1 year	+30.15%	+5.59%
5 years(CAGR)	+3.82%	+4.39%
10 years(CAGR)	N/A	+3.21%
Max(CAGR)	+3.82%	+2.51%

Winner

CLSM

+1.84%

AGZD

+0.62%

Winner

CLSM

+17.10%

AGZD

+1.74%

Winner

CLSM

+17.76%

AGZD

+2.27%

Winner

CLSM

+30.15%

AGZD

+5.59%

5Y(CAGR)

CLSM

+3.82%

Winner

AGZD

+4.39%

10Y(CAGR)

CLSM

N/A

AGZD

+3.21%

Max(CAGR)

Winner

CLSM

+3.82%

AGZD

+2.51%

CLSM vs AGZD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	CLSM	AGZD
2026	+17.64%	+2.47%
2025	+15.26%	+4.67%
2024	+1.42%	+6.78%
2023	+3.95%	+7.36%
2022	-23.96%	+0.97%
2021	+9.10%	+0.66%
2020	N/A	+0.21%
2019	N/A	+4.45%
2018	N/A	+0.45%
2017	N/A	+2.82%
2016	N/A	+2.42%
2015	N/A	-0.79%
2014	N/A	+0.49%
2013	N/A	-0.07%

CLSM vs AGZD Drawdown Comparison

The maximum drawdown for CLSM was -27.76%, occurring on Apr 8, 2025. Recovery took 1083 trading sessions.

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

The current CLSM drawdown is -2.62%. The current AGZD drawdown is -0.49%.

Rank	CLSM	AGZD
#1	-27.76% Dec 27, 2021 - Apr 22, 2026	-8.46% Feb 20, 2020 - Dec 4, 2020
#2	-5.43% Jun 2, 2026 - Jun 10, 2026	-4.55% Apr 8, 2014 - Feb 15, 2017
#3	-5.24% Sep 2, 2021 - Oct 21, 2021	-2.23% Apr 6, 2022 - Nov 18, 2022
#4	-4.61% Nov 19, 2021 - Dec 27, 2021	-1.88% Feb 22, 2023 - Jun 2, 2023
#5	-2.26% Jul 14, 2021 - Jul 22, 2021	-1.71% Mar 3, 2025 - May 28, 2025
#6	-2.16% Nov 5, 2021 - Nov 19, 2021	-1.52% Nov 10, 2021 - Apr 5, 2022
#7	-1.92% May 14, 2026 - May 26, 2026	-1.38% Feb 12, 2014 - Mar 5, 2014
#8	-1.91% Jul 26, 2021 - Aug 23, 2021	-1.03% Sep 18, 2018 - Feb 13, 2019
#9	-1.05% Apr 24, 2026 - Apr 30, 2026	-1.00% Jan 13, 2023 - Feb 14, 2023
#10	-0.62% Aug 25, 2021 - Aug 27, 2021	-0.95% Feb 2, 2018 - Jul 19, 2018
#11	-0.50% Oct 21, 2021 - Oct 25, 2021	-0.90% Sep 21, 2023 - Nov 6, 2023
#12	-0.46% May 1, 2026 - May 5, 2026	-0.88% Jan 8, 2025 - Mar 3, 2025
#13	-0.40% May 11, 2026 - May 13, 2026	-0.87% Jun 11, 2025 - Jul 8, 2025
#14	-0.19% Apr 22, 2026 - Apr 24, 2026	-0.79% Mar 11, 2021 - Oct 19, 2021
#15	-0.16% May 6, 2026 - May 8, 2026	-0.77% Nov 27, 2023 - Dec 11, 2023

Correlation

Correlation between CLSM and AGZD is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2013 - 2026)

CLSM vs AGZD dividend yield comparison.

Year	CLSM	AGZD
2026	0.00%	1.59%
2025	0.90%	4.12%
2024	2.13%	3.96%
2023	2.58%	6.07%
2022	3.17%	8.61%
2021	0.59%	1.66%
2020	0.00%	2.28%
2019	0.00%	2.83%
2018	0.00%	2.62%
2017	0.00%	2.31%
2016	0.00%	1.81%
2015	0.00%	1.66%
2014	0.00%	1.69%
2013	0.00%	0.05%