HYZD vs QVMS

Comparison between WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF) and INVESCO S&P SMALLCAP 600 QVM MULTI-FACTOR ETF (QVMS, ETF).

5-Year PerformanceQVMS has outperformed HYZD, delivering a return of +6.9% compared to +6.2%

HYZD vs QVMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYZD(ETF)	QVMS(ETF)
Net Assets	$232M	$232M
Expense Ratio	0.43%	0.15%
Max Drawdown	33.13%	28.57%
Sharpe Ratio	1.15	1.44
5Y Beta	0.19	1.03
P/E Ratio	N/A	33.96
Forward P/E	N/A	15.48
5Y Dividends CAGR	6.13%	N/A
5Y EPS CAGR	N/A	12.41%
Debt to Equity	N/A	65.66%
P/S Ratio	N/A	1.13
P/B Ratio	N/A	2.02

Net Assets

Winner

HYZD

$232M

QVMS

$232M

Expense Ratio

HYZD

0.43%

Winner

QVMS

0.15%

Max Drawdown

HYZD

33.13%

Winner

QVMS

28.57%

Sharpe Ratio

HYZD

1.15

Winner

QVMS

1.44

5Y Beta

Winner

HYZD

0.19

QVMS

1.03

P/E Ratio

HYZD

N/A

QVMS

33.96

Forward P/E

HYZD

N/A

QVMS

15.48

5Y Dividends CAGR

HYZD

6.13%

QVMS

N/A

5Y EPS CAGR

HYZD

N/A

QVMS

12.41%

Debt to Equity

HYZD

N/A

QVMS

65.66%

P/S Ratio

HYZD

N/A

QVMS

1.13

P/B Ratio

HYZD

N/A

QVMS

2.02

HYZD vs QVMS - Historical Returns

Returns include dividend reinvestment.

Period	HYZD	QVMS
1 month	+0.55%	+0.34%
3 months	+2.07%	+8.26%
6 months	+3.12%	+14.26%
1 year	+7.85%	+31.59%
5 years(CAGR)	+6.22%	+6.91%
10 years(CAGR)	+5.57%	N/A
Max(CAGR)	+4.41%	+6.91%

Winner

HYZD

+0.55%

QVMS

+0.34%

HYZD

+2.07%

Winner

QVMS

+8.26%

HYZD

+3.12%

Winner

QVMS

+14.26%

HYZD

+7.85%

Winner

QVMS

+31.59%

5Y(CAGR)

HYZD

+6.22%

Winner

QVMS

+6.91%

10Y(CAGR)

HYZD

+5.57%

QVMS

N/A

Max(CAGR)

HYZD

+4.41%

Winner

QVMS

+6.91%

HYZD vs QVMS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	HYZD	QVMS
2026	+2.40%	+14.36%
2025	+7.43%	+5.80%
2024	+9.41%	+10.16%
2023	+11.33%	+17.16%
2022	-2.50%	-15.36%
2021	+6.37%	+4.46%
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 QVMS Drawdown Comparison

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

The maximum drawdown for QVMS was -28.05%, occurring on Apr 8, 2025. Recovery took 279 trading sessions.

The current HYZD drawdown is -0.31%. The current QVMS drawdown is -1.77%.

Rank	HYZD	QVMS
#1	-25.66% Feb 14, 2020 - Feb 26, 2021	-28.05% Nov 25, 2024 - Jan 8, 2026
#2	-15.99% Apr 10, 2014 - Aug 12, 2016	-24.77% Nov 5, 2021 - Jul 12, 2024
#3	-8.97% Apr 4, 2022 - Jan 12, 2023	-9.12% Jul 31, 2024 - Oct 16, 2024
#4	-7.18% Oct 3, 2018 - Apr 3, 2019	-8.78% Feb 6, 2026 - Apr 14, 2026
#5	-5.85% Jan 30, 2025 - May 13, 2025	-7.74% Jul 1, 2021 - Aug 27, 2021
#6	-5.00% Mar 6, 2023 - Jun 14, 2023	-5.52% Sep 2, 2021 - Oct 20, 2021
#7	-4.81% Jan 3, 2022 - Apr 4, 2022	-4.13% May 6, 2026 - May 26, 2026
#8	-3.45% Oct 25, 2016 - Dec 6, 2016	-4.10% Nov 11, 2024 - Nov 25, 2024
#9	-2.67% Jul 22, 2024 - Aug 20, 2024	-3.76% Oct 16, 2024 - Nov 6, 2024
#10	-2.39% Feb 2, 2023 - Mar 6, 2023	-2.96% Jul 16, 2024 - Jul 26, 2024
#11	-2.38% Jan 9, 2017 - Apr 25, 2017	-2.78% Oct 25, 2021 - Nov 1, 2021
#12	-2.22% May 3, 2019 - Sep 18, 2019	-2.69% Jan 22, 2026 - Feb 6, 2026
#13	-2.14% Jan 26, 2018 - Apr 12, 2018	-1.77% Jun 4, 2026 - Jun 5, 2026
#14	-2.13% Nov 11, 2021 - Dec 23, 2021	-1.64% Jan 15, 2026 - Jan 21, 2026
#15	-1.99% Sep 14, 2023 - Nov 3, 2023	-1.48% Apr 27, 2026 - Apr 30, 2026

Correlation

Correlation between HYZD and QVMS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2013 - 2026)

HYZD vs QVMS dividend yield comparison.

Year	HYZD	QVMS
2026	2.39%	0.33%
2025	6.05%	1.10%
2024	6.08%	1.53%
2023	5.94%	1.51%
2022	5.14%	1.58%
2021	4.02%	0.64%
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%