FCTE vs HYZD

Comparison between SMI 3FOURTEEN FULL-CYCLE TREND ETF (FCTE, ETF) and WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF).

FCTE vs HYZD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FCTE(ETF)	HYZD(ETF)
Net Assets	$259M	$259M
Expense Ratio	0.85%	0.43%
Max Drawdown	19.81%	33.13%
Sharpe Ratio	0.58	1.01
5Y Beta	0.92	0.19
P/E Ratio	32.65	N/A
Forward P/E	24.91	N/A
PEG Ratio	0.97	N/A
5Y Dividends CAGR	N/A	6.41%
5Y EPS CAGR	17.93%	N/A
Debt to Equity	5.09%	N/A
P/S Ratio	2.14	N/A
P/B Ratio	10.46	N/A

Net Assets

Winner

FCTE

$259M

HYZD

$259M

Expense Ratio

FCTE

0.85%

Winner

HYZD

0.43%

Max Drawdown

Winner

FCTE

19.81%

HYZD

33.13%

Sharpe Ratio

FCTE

0.58

Winner

HYZD

1.01

5Y Beta

FCTE

0.92

Winner

HYZD

0.19

P/E Ratio

FCTE

32.65

HYZD

N/A

Forward P/E

FCTE

24.91

HYZD

N/A

PEG Ratio

FCTE

0.97

HYZD

N/A

5Y Dividends CAGR

FCTE

N/A

HYZD

6.41%

5Y EPS CAGR

FCTE

17.93%

HYZD

N/A

Debt to Equity

FCTE

5.09%

HYZD

N/A

P/S Ratio

FCTE

2.14

HYZD

N/A

P/B Ratio

FCTE

10.46

HYZD

N/A

FCTE vs HYZD - Historical Returns

Returns include dividend reinvestment.

Period	FCTE	HYZD
1 month	+1.73%	+0.82%
3 months	+9.23%	+1.47%
6 months	+9.46%	+3.41%
1 year	+12.93%	+6.66%
5 years(CAGR)	N/A	+6.34%
10 years(CAGR)	N/A	+5.24%
Max(CAGR)	+8.74%	+4.45%

Winner

FCTE

+1.73%

HYZD

+0.82%

Winner

FCTE

+9.23%

HYZD

+1.47%

Winner

FCTE

+9.46%

HYZD

+3.41%

Winner

FCTE

+12.93%

HYZD

+6.66%

5Y(CAGR)

FCTE

N/A

HYZD

+6.34%

10Y(CAGR)

FCTE

N/A

HYZD

+5.24%

Max(CAGR)

Winner

FCTE

+8.74%

HYZD

+4.45%

FCTE vs HYZD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FCTE	HYZD
2026	+16.77%	+3.89%
2025	-3.58%	+7.43%
2024	+5.47%	+9.41%
2023	N/A	+11.33%
2022	N/A	-2.50%
2021	N/A	+6.37%
2020	N/A	-0.71%
2019	N/A	+9.12%
2018	N/A	-1.95%
2017	N/A	+6.18%
2016	N/A	+14.24%
2015	N/A	-1.04%
2014	N/A	-4.10%
2013	N/A	-0.14%

FCTE vs HYZD Drawdown Comparison

The maximum drawdown for FCTE was -19.68%, occurring on Apr 8, 2025. Recovery took 417 trading sessions.

The maximum drawdown for HYZD was -25.66%, occurring on Mar 24, 2020. Recovery took 260 trading sessions.

The current FCTE drawdown is -4.07%. The current HYZD drawdown is -0.03%.

Rank	FCTE	HYZD
#1	-19.68% Oct 14, 2024 - Jun 15, 2026	-25.66% Feb 14, 2020 - Feb 26, 2021
#2	-7.26% Aug 23, 2024 - Sep 19, 2024	-15.99% Apr 10, 2014 - Aug 12, 2016
#3	-4.92% Jul 31, 2024 - Aug 15, 2024	-8.97% Apr 4, 2022 - Jan 12, 2023
#4	-4.38% Aug 12, 2026 - Aug 20, 2026	-7.18% Oct 3, 2018 - Apr 3, 2019
#5	-3.10% Jul 16, 2024 - Jul 30, 2024	-5.85% Jan 30, 2025 - May 13, 2025
#6	-2.36% Jun 30, 2026 - Aug 3, 2026	-5.00% Mar 6, 2023 - Jun 14, 2023
#7	-2.20% Sep 26, 2024 - Oct 14, 2024	-4.81% Jan 3, 2022 - Apr 4, 2022
#8	-1.07% Jun 16, 2026 - Jun 25, 2026	-3.45% Oct 25, 2016 - Dec 6, 2016
#9	-0.59% Jun 25, 2026 - Jun 29, 2026	-2.67% Jul 22, 2024 - Aug 20, 2024
#10	-0.59% Aug 21, 2024 - Aug 23, 2024	-2.39% Feb 2, 2023 - Mar 6, 2023
#11	-0.55% Aug 15, 2024 - Aug 21, 2024	-2.38% Jan 9, 2017 - Apr 25, 2017
#12	-0.48% Sep 19, 2024 - Sep 26, 2024	-2.22% May 3, 2019 - Sep 18, 2019
#13	-0.46% Aug 7, 2026 - Aug 11, 2026	-2.14% Jan 26, 2018 - Apr 12, 2018
#14	-0.46% Jul 8, 2024 - Jul 10, 2024	-2.13% Nov 11, 2021 - Dec 23, 2021
#15	-0.25% Aug 5, 2026 - Aug 7, 2026	-1.99% Sep 14, 2023 - Nov 3, 2023

Correlation

Correlation between FCTE and HYZD is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33

-101

Dividend Comparison (2013 - 2026)

FCTE vs HYZD dividend yield comparison.

Year	FCTE	HYZD
2026	0.00%	3.38%
2025	0.18%	6.05%
2024	0.18%	6.08%
2023	0.00%	5.94%
2022	0.00%	5.14%
2021	0.00%	4.02%
2020	0.00%	5.13%
2019	0.00%	5.50%
2018	0.00%	5.58%
2017	0.00%	4.94%
2016	0.00%	5.07%
2015	0.00%	4.38%
2014	0.00%	3.82%
2013	0.00%	0.10%