HYZD vs XTRE

Comparison between WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF) and BONDBLOXX BLOOMBERG THREE YEAR TARGET DURATION US TREASURY ETF (XTRE, ETF).

HYZD vs XTRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYZD(ETF)	XTRE(ETF)
Net Assets	$232M	$231M
Expense Ratio	0.43%	0.05%
Max Drawdown	33.13%	4.46%
Sharpe Ratio	1.15	-0.42
5Y Beta	0.19	-0.02
5Y Dividends CAGR	6.13%	N/A

Net Assets

Winner

HYZD

$232M

XTRE

$231M

Expense Ratio

HYZD

0.43%

Winner

XTRE

0.05%

Max Drawdown

HYZD

33.13%

Winner

XTRE

4.46%

Sharpe Ratio

Winner

HYZD

1.15

XTRE

-0.42

5Y Beta

HYZD

0.19

Winner

XTRE

-0.02

5Y Dividends CAGR

HYZD

6.13%

XTRE

N/A

HYZD vs XTRE - Historical Returns

Returns include dividend reinvestment.

Period	HYZD	XTRE
1 month	+0.55%	-0.30%
3 months	+2.07%	-0.78%
6 months	+3.12%	+0.08%
1 year	+7.85%	+2.91%
5 years(CAGR)	+6.22%	N/A
10 years(CAGR)	+5.57%	N/A
Max(CAGR)	+4.41%	+3.55%

Winner

HYZD

+0.55%

XTRE

-0.30%

Winner

HYZD

+2.07%

XTRE

-0.78%

Winner

HYZD

+3.12%

XTRE

+0.08%

Winner

HYZD

+7.85%

XTRE

+2.91%

5Y(CAGR)

HYZD

+6.22%

XTRE

N/A

10Y(CAGR)

HYZD

+5.57%

XTRE

N/A

Max(CAGR)

Winner

HYZD

+4.41%

XTRE

+3.55%

HYZD vs XTRE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	HYZD	XTRE
2026	+2.40%	-0.25%
2025	+7.43%	+6.11%
2024	+9.41%	+3.27%
2023	+11.33%	+4.25%
2022	-2.50%	+0.03%
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 XTRE Drawdown Comparison

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

The maximum drawdown for XTRE was -2.88%, occurring on Jul 6, 2023. Recovery took 154 trading sessions.

The current HYZD drawdown is -0.31%. The current XTRE drawdown is -1.33%.

Rank	HYZD	XTRE
#1	-25.66% Feb 14, 2020 - Feb 26, 2021	-2.88% May 4, 2023 - Dec 13, 2023
#2	-15.99% Apr 10, 2014 - Aug 12, 2016	-2.55% Feb 1, 2023 - Mar 15, 2023
#3	-8.97% Apr 4, 2022 - Jan 12, 2023	-2.05% Sep 16, 2022 - Nov 30, 2022
#4	-7.18% Oct 3, 2018 - Apr 3, 2019	-2.00% Sep 16, 2024 - Feb 27, 2025
#5	-5.85% Jan 30, 2025 - May 13, 2025	-1.88% Feb 1, 2024 - Jun 13, 2024
#6	-5.00% Mar 6, 2023 - Jun 14, 2023	-1.53% Feb 27, 2026 - Mar 26, 2026
#7	-4.81% Jan 3, 2022 - Apr 4, 2022	-1.30% Apr 30, 2025 - Jun 24, 2025
#8	-3.45% Oct 25, 2016 - Dec 6, 2016	-1.07% Apr 5, 2023 - May 3, 2023
#9	-2.67% Jul 22, 2024 - Aug 20, 2024	-1.03% Apr 4, 2025 - Apr 28, 2025
#10	-2.39% Feb 2, 2023 - Mar 6, 2023	-0.89% Mar 24, 2023 - Apr 4, 2023
#11	-2.38% Jan 9, 2017 - Apr 25, 2017	-0.83% Dec 16, 2022 - Jan 6, 2023
#12	-2.22% May 3, 2019 - Sep 18, 2019	-0.78% Mar 17, 2023 - Mar 23, 2023
#13	-2.14% Jan 26, 2018 - Apr 12, 2018	-0.67% Jan 12, 2024 - Feb 1, 2024
#14	-2.13% Nov 11, 2021 - Dec 23, 2021	-0.59% Jun 30, 2025 - Aug 1, 2025
#15	-1.99% Sep 14, 2023 - Nov 3, 2023	-0.58% Jan 18, 2023 - Feb 1, 2023

Correlation

Correlation between HYZD and XTRE 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 XTRE dividend yield comparison.

Year	HYZD	XTRE
2026	2.39%	1.69%
2025	6.05%	3.85%
2024	6.08%	4.19%
2023	5.94%	3.97%
2022	5.14%	1.16%
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%