HYZD vs GOVZ

Comparison between WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF) and ISHARES 25+ YEAR TREASURY STRIPS BOND ETF (GOVZ, ETF).

5-Year PerformanceHYZD has outperformed GOVZ, delivering a return of +6.3% compared to -14.2%

HYZD vs GOVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYZD(ETF)	GOVZ(ETF)
Net Assets	$259M	$258M
Expense Ratio	0.43%	0.10%
Max Drawdown	33.13%	67.53%
Sharpe Ratio	1.01	-0.39
5Y Beta	0.19	0.13
5Y Dividends CAGR	6.41%	10.13%

Net Assets

Winner

HYZD

$259M

GOVZ

$258M

Expense Ratio

HYZD

0.43%

Winner

GOVZ

0.10%

Max Drawdown

Winner

HYZD

33.13%

GOVZ

67.53%

Sharpe Ratio

Winner

HYZD

1.01

GOVZ

-0.39

5Y Beta

HYZD

0.19

Winner

GOVZ

0.13

5Y Dividends CAGR

HYZD

6.41%

Winner

GOVZ

10.13%

HYZD vs GOVZ - Historical Returns

Returns include dividend reinvestment.

Period	HYZD	GOVZ
1 month	+0.82%	-1.67%
3 months	+1.47%	-3.15%
6 months	+3.41%	-10.43%
1 year	+6.66%	-4.24%
5 years(CAGR)	+6.34%	-14.19%
10 years(CAGR)	+5.24%	N/A
Max(CAGR)	+4.45%	-13.90%

Winner

HYZD

+0.82%

GOVZ

-1.67%

Winner

HYZD

+1.47%

GOVZ

-3.15%

Winner

HYZD

+3.41%

GOVZ

-10.43%

Winner

HYZD

+6.66%

GOVZ

-4.24%

5Y(CAGR)

Winner

HYZD

+6.34%

GOVZ

-14.19%

10Y(CAGR)

HYZD

+5.24%

GOVZ

N/A

Max(CAGR)

Winner

HYZD

+4.45%

GOVZ

-13.90%

HYZD vs GOVZ - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	HYZD	GOVZ
2026	+3.89%	-5.85%
2025	+7.43%	-2.00%
2024	+9.41%	-15.35%
2023	+11.33%	-1.66%
2022	-2.50%	-38.84%
2021	+6.37%	-4.48%
2020	-0.71%	-5.61%
2019	+9.12%	N/A
2018	-1.95%	N/A
2017	+6.18%	N/A
2016	+14.24%	N/A
2015	-1.04%	N/A
2014	-4.10%	N/A
2013	-0.14%	N/A

HYZD vs GOVZ Drawdown Comparison

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

The maximum drawdown for GOVZ was -59.94%, occurring on Aug 17, 2026. This drawdown has not yet recovered.

The current HYZD drawdown is -0.03%. The current GOVZ drawdown is -58.73%.

Rank	HYZD	GOVZ
#1	-25.66% Feb 14, 2020 - Feb 26, 2021	-59.94% Sep 24, 2020 - Aug 17, 2026
#2	-15.99% Apr 10, 2014 - Aug 12, 2016	N/A
#3	-8.97% Apr 4, 2022 - Jan 12, 2023	N/A
#4	-7.18% Oct 3, 2018 - Apr 3, 2019	N/A
#5	-5.85% Jan 30, 2025 - May 13, 2025	N/A
#6	-5.00% Mar 6, 2023 - Jun 14, 2023	N/A
#7	-4.81% Jan 3, 2022 - Apr 4, 2022	N/A
#8	-3.45% Oct 25, 2016 - Dec 6, 2016	N/A
#9	-2.67% Jul 22, 2024 - Aug 20, 2024	N/A
#10	-2.39% Feb 2, 2023 - Mar 6, 2023	N/A
#11	-2.38% Jan 9, 2017 - Apr 25, 2017	N/A
#12	-2.22% May 3, 2019 - Sep 18, 2019	N/A
#13	-2.14% Jan 26, 2018 - Apr 12, 2018	N/A
#14	-2.13% Nov 11, 2021 - Dec 23, 2021	N/A
#15	-1.99% Sep 14, 2023 - Nov 3, 2023	N/A

Correlation

Correlation between HYZD and GOVZ is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.76

-101

Dividend Comparison (2013 - 2026)

HYZD vs GOVZ dividend yield comparison.

Year	HYZD	GOVZ
2026	3.38%	3.23%
2025	6.05%	5.00%
2024	6.08%	4.68%
2023	5.94%	3.83%
2022	5.14%	3.69%
2021	4.02%	1.76%
2020	5.13%	0.39%
2019	5.50%	0.00%
2018	5.58%	0.00%
2017	4.94%	0.00%
2016	5.07%	0.00%
2015	4.38%	0.00%
2014	3.82%	0.00%
2013	0.10%	0.00%