HYZD vs SMLV

Comparison between WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF) and STATE STREET(R) SPDR(R) US SMALL CAP LOW VOLATILITY INDEX ETF (SMLV, ETF).

5-Year PerformanceSMLV has outperformed HYZD, delivering a return of +9.9% compared to +6.3%

HYZD vs SMLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYZD(ETF)	SMLV(ETF)
Net Assets	$259M	$258M
Expense Ratio	0.43%	0.12%
Max Drawdown	33.13%	42.87%
Sharpe Ratio	1.01	1.50
5Y Beta	0.19	0.72
P/E Ratio	N/A	26.52
Forward P/E	N/A	14.38
5Y Dividends CAGR	6.41%	12.18%
5Y EPS CAGR	N/A	11.43%
Debt to Equity	N/A	63.23%
P/S Ratio	N/A	1.67
P/B Ratio	N/A	1.80

Net Assets

Winner

HYZD

$259M

SMLV

$258M

Expense Ratio

HYZD

0.43%

Winner

SMLV

0.12%

Max Drawdown

Winner

HYZD

33.13%

SMLV

42.87%

Sharpe Ratio

HYZD

1.01

Winner

SMLV

1.50

5Y Beta

Winner

HYZD

0.19

SMLV

0.72

P/E Ratio

HYZD

N/A

SMLV

26.52

Forward P/E

HYZD

N/A

SMLV

14.38

5Y Dividends CAGR

HYZD

6.41%

Winner

SMLV

12.18%

5Y EPS CAGR

HYZD

N/A

SMLV

11.43%

Debt to Equity

HYZD

N/A

SMLV

63.23%

P/S Ratio

HYZD

N/A

SMLV

1.67

P/B Ratio

HYZD

N/A

SMLV

1.80

HYZD vs SMLV - Historical Returns

Returns include dividend reinvestment.

Period	HYZD	SMLV
1 month	+0.82%	+0.55%
3 months	+1.47%	+8.63%
6 months	+3.41%	+13.89%
1 year	+6.66%	+24.04%
5 years(CAGR)	+6.34%	+9.86%
10 years(CAGR)	+5.24%	+10.36%
Max(CAGR)	+4.45%	+11.08%

Winner

HYZD

+0.82%

SMLV

+0.55%

HYZD

+1.47%

Winner

SMLV

+8.63%

HYZD

+3.41%

Winner

SMLV

+13.89%

HYZD

+6.66%

Winner

SMLV

+24.04%

5Y(CAGR)

HYZD

+6.34%

Winner

SMLV

+9.86%

10Y(CAGR)

HYZD

+5.24%

Winner

SMLV

+10.36%

Max(CAGR)

HYZD

+4.45%

Winner

SMLV

+11.08%

HYZD vs SMLV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	HYZD	SMLV
2026	+3.89%	+23.03%
2025	+7.43%	+6.66%
2024	+9.41%	+17.20%
2023	+11.33%	+7.45%
2022	-2.50%	-8.11%
2021	+6.37%	+29.84%
2020	-0.71%	-1.27%
2019	+9.12%	+23.87%
2018	-1.95%	-6.82%
2017	+6.18%	+4.97%
2016	+14.24%	+33.71%
2015	-1.04%	-0.90%
2014	-4.10%	+15.16%
2013	-0.14%	+23.62%

HYZD vs SMLV Drawdown Comparison

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

The maximum drawdown for SMLV was -42.43%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.

The current HYZD drawdown is -0.03%. The current SMLV drawdown is -2.05%.

Rank	HYZD	SMLV
#1	-25.66% Feb 14, 2020 - Feb 26, 2021	-42.43% Jan 16, 2020 - Jan 6, 2021
#2	-15.99% Apr 10, 2014 - Aug 12, 2016	-20.42% Nov 25, 2024 - Jan 12, 2026
#3	-8.97% Apr 4, 2022 - Jan 12, 2023	-18.95% Jan 4, 2022 - Jul 11, 2024
#4	-7.18% Oct 3, 2018 - Apr 3, 2019	-18.82% Aug 31, 2018 - Sep 13, 2019
#5	-5.85% Jan 30, 2025 - May 13, 2025	-14.30% Dec 1, 2015 - Apr 27, 2016
#6	-5.00% Mar 6, 2023 - Jun 14, 2023	-9.84% Apr 2, 2015 - Nov 27, 2015
#7	-4.81% Jan 3, 2022 - Apr 4, 2022	-8.94% Jul 26, 2024 - Sep 19, 2024
#8	-3.45% Oct 25, 2016 - Dec 6, 2016	-8.39% Nov 29, 2017 - May 25, 2018
#9	-2.67% Jul 22, 2024 - Aug 20, 2024	-7.34% Feb 6, 2026 - Apr 9, 2026
#10	-2.39% Feb 2, 2023 - Mar 6, 2023	-7.13% Sep 3, 2014 - Oct 29, 2014
#11	-2.38% Jan 9, 2017 - Apr 25, 2017	-7.06% Nov 5, 2021 - Jan 4, 2022
#12	-2.22% May 3, 2019 - Sep 18, 2019	-6.76% Mar 12, 2021 - Jun 8, 2021
#13	-2.14% Jan 26, 2018 - Apr 12, 2018	-6.75% Jun 8, 2021 - Oct 20, 2021
#14	-2.13% Nov 11, 2021 - Dec 23, 2021	-6.43% Jun 8, 2016 - Jul 11, 2016
#15	-1.99% Sep 14, 2023 - Nov 3, 2023	-6.29% Jan 4, 2017 - Apr 26, 2017

Correlation

Correlation between HYZD and SMLV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

HYZD vs SMLV dividend yield comparison.

Year	HYZD	SMLV
2026	3.38%	1.02%
2025	6.05%	2.74%
2024	6.08%	2.68%
2023	5.94%	2.68%
2022	5.14%	2.40%
2021	4.02%	2.12%
2020	5.13%	2.47%
2019	5.50%	2.62%
2018	5.58%	3.15%
2017	4.94%	7.92%
2016	5.07%	3.04%
2015	4.38%	2.63%
2014	3.82%	2.76%
2013	0.10%	3.68%