HYZD vs TBG
Comparison between WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF) and TBG DIVIDEND FOCUS ETF (TBG, ETF).
HYZD vs TBG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HYZD
$237M
TBG
$236M
Expense Ratio
Winner
HYZD
0.43%
TBG
0.45%
Max Drawdown
HYZD
33.13%
Winner
TBG
15.21%
Sharpe Ratio
HYZD
0.99
Winner
TBG
1.54
5Y Beta
Winner
HYZD
0.19
TBG
0.55
P/E Ratio
HYZD
N/A
TBG
19.90
Forward P/E
HYZD
N/A
TBG
17.23
PEG Ratio
HYZD
N/A
TBG
1.04
5Y Dividends CAGR
HYZD
6.13%
TBG
N/A
5Y EPS CAGR
HYZD
N/A
TBG
9.47%
P/S Ratio
HYZD
N/A
TBG
2.46
P/B Ratio
HYZD
N/A
TBG
3.77
HYZD vs TBG - Historical Returns
Returns include dividend reinvestment.
1M
HYZD
+0.71%
Winner
TBG
+3.10%
3M
HYZD
+2.98%
Winner
TBG
+7.36%
6M
HYZD
+3.34%
Winner
TBG
+12.14%
1Y
HYZD
+7.44%
Winner
TBG
+19.20%
5Y(CAGR)
HYZD
+6.17%
TBG
N/A
10Y(CAGR)
HYZD
+5.53%
TBG
N/A
Max(CAGR)
HYZD
+4.42%
Winner
TBG
+19.98%
HYZD vs TBG - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | HYZD | TBG |
|---|---|---|
| 2026 | +2.57% | +12.35% |
| 2025 | +7.43% | +7.41% |
| 2024 | +9.41% | +19.45% |
| 2023 | +11.33% | +9.66% |
| 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 TBG Drawdown Comparison
The maximum drawdown for HYZD was -25.66%, occurring on Mar 24, 2020. Recovery took 260 trading sessions.
The maximum drawdown for TBG was -14.76%, occurring on Apr 8, 2025. Recovery took 121 trading sessions.
The current HYZD drawdown is -0.15%.
| Rank | HYZD | TBG |
|---|---|---|
| #1 | -25.66% Feb 14, 2020 - Feb 26, 2021 | -14.76% Feb 28, 2025 - Aug 22, 2025 |
| #2 | -15.99% Apr 10, 2014 - Aug 12, 2016 | -6.67% Nov 29, 2024 - Feb 19, 2025 |
| #3 | -8.97% Apr 4, 2022 - Jan 12, 2023 | -6.13% Feb 11, 2026 - May 20, 2026 |
| #4 | -7.18% Oct 3, 2018 - Apr 3, 2019 | -4.57% Mar 28, 2024 - May 15, 2024 |
| #5 | -5.85% Jan 30, 2025 - May 13, 2025 | -3.93% May 17, 2024 - Jul 15, 2024 |
| #6 | -5.00% Mar 6, 2023 - Jun 14, 2023 | -3.87% Jul 31, 2024 - Aug 15, 2024 |
| #7 | -4.81% Jan 3, 2022 - Apr 4, 2022 | -3.51% Sep 11, 2025 - Nov 26, 2025 |
| #8 | -3.45% Oct 25, 2016 - Dec 6, 2016 | -3.12% Oct 18, 2024 - Nov 6, 2024 |
| #9 | -2.67% Jul 22, 2024 - Aug 20, 2024 | -2.22% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -2.39% Feb 2, 2023 - Mar 6, 2023 | -1.66% May 22, 2026 - Jun 11, 2026 |
| #11 | -2.38% Jan 9, 2017 - Apr 25, 2017 | -1.59% Nov 11, 2024 - Nov 21, 2024 |
| #12 | -2.22% May 3, 2019 - Sep 18, 2019 | -1.53% Aug 22, 2025 - Sep 11, 2025 |
| #13 | -2.14% Jan 26, 2018 - Apr 12, 2018 | -1.49% Jan 8, 2024 - Jan 23, 2024 |
| #14 | -2.13% Nov 11, 2021 - Dec 23, 2021 | -1.38% Dec 19, 2023 - Dec 26, 2023 |
| #15 | -1.99% Sep 14, 2023 - Nov 3, 2023 | -1.37% Jan 30, 2024 - Feb 15, 2024 |
Correlation
Correlation between HYZD and TBG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2013 - 2026)
HYZD vs TBG dividend yield comparison.
| Year | HYZD | TBG |
|---|---|---|
| 2026 | 2.39% | 0.60% |
| 2025 | 6.05% | 2.80% |
| 2024 | 6.08% | 2.33% |
| 2023 | 5.94% | 0.48% |
| 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% |
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