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HERD vs AGZD

Comparison between PACER CASH COWS FUND OF FUNDS ETF (HERD, ETF) and WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF).

5-Year PerformanceHERD has outperformed AGZD, delivering a return of +9.6% compared to +4.4%

HERD vs AGZD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HERD
$100M
AGZD
$100M
Expense Ratio
HERD
0.74%
Winner
AGZD
0.23%
Max Drawdown
HERD
39.41%
Winner
AGZD
14.53%
Sharpe Ratio
Winner
HERD
1.69
AGZD
0.61
5Y Beta
HERD
0.77
Winner
AGZD
0.01
5Y Dividends CAGR
Winner
HERD
24.31%
AGZD
14.16%

HERD vs AGZD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HERD
+1.51%
AGZD
+0.62%
3M
Winner
HERD
+6.51%
AGZD
+1.74%
6M
Winner
HERD
+10.56%
AGZD
+2.27%
1Y
Winner
HERD
+25.36%
AGZD
+5.59%
5Y(CAGR)
Winner
HERD
+9.64%
AGZD
+4.39%
10Y(CAGR)
HERD
N/A
AGZD
+3.21%
Max(CAGR)
Winner
HERD
+12.68%
AGZD
+2.51%

HERD vs AGZD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearHERDAGZD
2026+10.21%+2.47%
2025+18.85%+4.67%
2024+5.33%+6.78%
2023+21.01%+7.36%
2022-7.45%+0.97%
2021+28.52%+0.66%
2020+10.29%+0.21%
2019+7.37%+4.45%
2018N/A+0.45%
2017N/A+2.82%
2016N/A+2.42%
2015N/A-0.79%
2014N/A+0.49%
2013N/A-0.07%

HERD vs AGZD Drawdown Comparison

The maximum drawdown for HERD was -39.41%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

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

The current HERD drawdown is -1.59%. The current AGZD drawdown is -0.49%.

RankHERDAGZD
#1-39.41%
Jan 17, 2020 - Nov 19, 2020
-8.46%
Feb 20, 2020 - Dec 4, 2020
#2-21.59%
Feb 10, 2022 - Jul 13, 2023
-4.55%
Apr 8, 2014 - Feb 15, 2017
#3-18.90%
Dec 2, 2024 - Jul 1, 2025
-2.23%
Apr 6, 2022 - Nov 18, 2022
#4-7.52%
Jul 31, 2023 - Dec 13, 2023
-1.88%
Feb 22, 2023 - Jun 2, 2023
#5-7.07%
May 8, 2019 - Sep 17, 2019
-1.71%
Mar 3, 2025 - May 28, 2025
#6-6.94%
Jun 8, 2021 - Nov 4, 2021
-1.52%
Nov 10, 2021 - Apr 5, 2022
#7-6.81%
Jul 31, 2024 - Aug 23, 2024
-1.38%
Feb 12, 2014 - Mar 5, 2014
#8-6.14%
Dec 27, 2023 - Feb 27, 2024
-1.03%
Sep 18, 2018 - Feb 13, 2019
#9-5.80%
Jan 12, 2022 - Feb 10, 2022
-1.00%
Jan 13, 2023 - Feb 14, 2023
#10-5.68%
Nov 11, 2021 - Jan 4, 2022
-0.95%
Feb 2, 2018 - Jul 19, 2018
#11-5.68%
Feb 27, 2026 - May 1, 2026
-0.90%
Sep 21, 2023 - Nov 6, 2023
#12-5.30%
Mar 28, 2024 - Jul 16, 2024
-0.88%
Jan 8, 2025 - Mar 3, 2025
#13-4.66%
Aug 30, 2024 - Sep 18, 2024
-0.87%
Jun 11, 2025 - Jul 8, 2025
#14-4.63%
Sep 17, 2019 - Oct 22, 2019
-0.79%
Mar 11, 2021 - Oct 19, 2021
#15-4.28%
Nov 12, 2025 - Nov 28, 2025
-0.77%
Nov 27, 2023 - Dec 11, 2023

Correlation

Correlation between HERD and AGZD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2013 - 2026)

HERD vs AGZD dividend yield comparison.

YearHERDAGZD
20260.00%1.59%
20253.76%4.12%
20242.43%3.96%
20232.54%6.07%
20222.50%8.61%
20212.02%1.66%
20201.95%2.28%
20191.69%2.83%
20180.00%2.62%
20170.00%2.31%
20160.00%1.81%
20150.00%1.66%
20140.00%1.69%
20130.00%0.05%

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