HYZD vs OPTZ

Comparison between WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF) and OPTIMIZE STRATEGY INDEX ETF (OPTZ, ETF).

HYZD vs OPTZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYZD(ETF)	OPTZ(ETF)
Net Assets	$259M	$259M
Expense Ratio	0.43%	0.25%
Max Drawdown	33.13%	25.98%
Sharpe Ratio	1.01	1.44
5Y Beta	0.19	1.20
P/E Ratio	N/A	31.98
Forward P/E	N/A	14.24
5Y Dividends CAGR	6.41%	N/A
5Y EPS CAGR	N/A	24.50%
Debt to Equity	N/A	37.69%
P/S Ratio	N/A	1.57
P/B Ratio	N/A	3.98

Net Assets

HYZD

$259M

Winner

OPTZ

$259M

Expense Ratio

HYZD

0.43%

Winner

OPTZ

0.25%

Max Drawdown

HYZD

33.13%

Winner

OPTZ

25.98%

Sharpe Ratio

HYZD

1.01

Winner

OPTZ

1.44

5Y Beta

Winner

HYZD

0.19

OPTZ

1.20

P/E Ratio

HYZD

N/A

OPTZ

31.98

Forward P/E

HYZD

N/A

OPTZ

14.24

5Y Dividends CAGR

HYZD

6.41%

OPTZ

N/A

5Y EPS CAGR

HYZD

N/A

OPTZ

24.50%

Debt to Equity

HYZD

N/A

OPTZ

37.69%

P/S Ratio

HYZD

N/A

OPTZ

1.57

P/B Ratio

HYZD

N/A

OPTZ

3.98

HYZD vs OPTZ - Historical Returns

Returns include dividend reinvestment.

Period	HYZD	OPTZ
1 month	+0.82%	+1.30%
3 months	+1.47%	+2.19%
6 months	+3.41%	+17.82%
1 year	+6.66%	+36.86%
5 years(CAGR)	+6.34%	N/A
10 years(CAGR)	+5.24%	N/A
Max(CAGR)	+4.45%	+29.11%

HYZD

+0.82%

Winner

OPTZ

+1.30%

HYZD

+1.47%

Winner

OPTZ

+2.19%

HYZD

+3.41%

Winner

OPTZ

+17.82%

HYZD

+6.66%

Winner

OPTZ

+36.86%

5Y(CAGR)

HYZD

+6.34%

OPTZ

N/A

10Y(CAGR)

HYZD

+5.24%

OPTZ

N/A

Max(CAGR)

HYZD

+4.45%

Winner

OPTZ

+29.11%

HYZD vs OPTZ - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	HYZD	OPTZ
2026	+3.89%	+25.68%
2025	+7.43%	+22.56%
2024	+9.41%	+16.81%
2023	+11.33%	N/A
2022	-2.50%	N/A
2021	+6.37%	N/A
2020	-0.71%	N/A
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 OPTZ Drawdown Comparison

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

The maximum drawdown for OPTZ was -25.75%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.

The current HYZD drawdown is -0.03%. The current OPTZ drawdown is -8.31%.

Rank	HYZD	OPTZ
#1	-25.66% Feb 14, 2020 - Feb 26, 2021	-25.75% Dec 4, 2024 - Jul 17, 2025
#2	-15.99% Apr 10, 2014 - Aug 12, 2016	-13.39% Jun 30, 2026 - Jul 29, 2026
#3	-8.97% Apr 4, 2022 - Jan 12, 2023	-10.63% Mar 2, 2026 - Apr 9, 2026
#4	-7.18% Oct 3, 2018 - Apr 3, 2019	-9.01% Jul 16, 2024 - Sep 19, 2024
#5	-5.85% Jan 30, 2025 - May 13, 2025	-7.35% Oct 27, 2025 - Dec 3, 2025
#6	-5.00% Mar 6, 2023 - Jun 14, 2023	-5.62% Jun 3, 2026 - Jun 12, 2026
#7	-4.81% Jan 3, 2022 - Apr 4, 2022	-4.32% Nov 11, 2024 - Nov 25, 2024
#8	-3.45% Oct 25, 2016 - Dec 6, 2016	-4.25% May 11, 2026 - May 22, 2026
#9	-2.67% Jul 22, 2024 - Aug 20, 2024	-4.08% Oct 6, 2025 - Oct 24, 2025
#10	-2.39% Feb 2, 2023 - Mar 6, 2023	-3.46% Jun 22, 2026 - Jun 30, 2026
#11	-2.38% Jan 9, 2017 - Apr 25, 2017	-3.40% Jul 28, 2025 - Aug 8, 2025
#12	-2.22% May 3, 2019 - Sep 18, 2019	-2.97% Dec 11, 2025 - Jan 6, 2026
#13	-2.14% Jan 26, 2018 - Apr 12, 2018	-2.64% Aug 13, 2025 - Aug 26, 2025
#14	-2.13% Nov 11, 2021 - Dec 23, 2021	-2.42% Aug 28, 2025 - Sep 11, 2025
#15	-1.99% Sep 14, 2023 - Nov 3, 2023	-2.25% Apr 24, 2026 - Apr 30, 2026

Correlation

Correlation between HYZD and OPTZ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2013 - 2026)

HYZD vs OPTZ dividend yield comparison.

Year	HYZD	OPTZ
2026	3.38%	0.00%
2025	6.05%	0.58%
2024	6.08%	0.32%
2023	5.94%	0.00%
2022	5.14%	0.00%
2021	4.02%	0.00%
2020	5.13%	0.00%
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%