IBGA vs AGZD
Comparison between ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF) and WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF).
IBGA vs AGZD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGA
$92M
Winner
AGZD
$93M
Expense Ratio
Winner
IBGA
0.07%
AGZD
0.23%
Max Drawdown
Winner
IBGA
13.71%
AGZD
14.53%
Sharpe Ratio
IBGA
0.01
Winner
AGZD
0.73
5Y Beta
IBGA
0.05
Winner
AGZD
0.01
5Y Dividends CAGR
IBGA
N/A
AGZD
14.16%
IBGA vs AGZD - Historical Returns
Returns include dividend reinvestment.
1M
IBGA
-0.24%
Winner
AGZD
+1.03%
3M
IBGA
-2.79%
Winner
AGZD
+2.15%
6M
IBGA
-1.00%
Winner
AGZD
+3.20%
1Y
IBGA
+3.61%
Winner
AGZD
+6.11%
5Y(CAGR)
IBGA
N/A
AGZD
+4.44%
10Y(CAGR)
IBGA
N/A
AGZD
+3.26%
Max(CAGR)
IBGA
+1.89%
Winner
AGZD
+2.56%
IBGA vs AGZD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | IBGA | AGZD |
|---|---|---|
| 2026 | -0.70% | +2.97% |
| 2025 | +5.72% | +4.67% |
| 2024 | -1.41% | +6.78% |
| 2023 | N/A | +7.36% |
| 2022 | N/A | +0.97% |
| 2021 | N/A | +0.66% |
| 2020 | N/A | +0.21% |
| 2019 | N/A | +4.45% |
| 2018 | N/A | +0.45% |
| 2017 | N/A | +2.82% |
| 2016 | N/A | +2.42% |
| 2015 | N/A | -0.79% |
| 2014 | N/A | +0.49% |
| 2013 | N/A | -0.07% |
IBGA vs AGZD Drawdown Comparison
The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The maximum drawdown for AGZD was -8.46%, occurring on Mar 20, 2020. Recovery took 201 trading sessions.
The current IBGA drawdown is -5.05%.
| Rank | IBGA | AGZD |
|---|---|---|
| #1 | -11.68% Sep 16, 2024 - Jan 14, 2025 | -8.46% Feb 20, 2020 - Dec 4, 2020 |
| #2 | -3.64% Jun 25, 2024 - Jul 16, 2024 | -4.55% Apr 8, 2014 - Feb 15, 2017 |
| #3 | -2.83% Aug 5, 2024 - Aug 21, 2024 | -2.23% Apr 6, 2022 - Nov 18, 2022 |
| #4 | -2.03% Jul 17, 2024 - Jul 31, 2024 | -1.88% Feb 22, 2023 - Jun 2, 2023 |
| #5 | -1.77% Aug 21, 2024 - Sep 4, 2024 | -1.71% Mar 3, 2025 - May 28, 2025 |
| #6 | -0.72% Jun 14, 2024 - Jun 18, 2024 | -1.52% Nov 10, 2021 - Apr 5, 2022 |
| #7 | -0.53% Sep 10, 2024 - Sep 16, 2024 | -1.38% Feb 12, 2014 - Mar 5, 2014 |
| #8 | -0.49% Jun 18, 2024 - Jun 25, 2024 | -1.03% Sep 18, 2018 - Feb 13, 2019 |
| #9 | N/A | -1.00% Jan 13, 2023 - Feb 14, 2023 |
| #10 | N/A | -0.95% Feb 2, 2018 - Jul 19, 2018 |
| #11 | N/A | -0.90% Sep 21, 2023 - Nov 6, 2023 |
| #12 | N/A | -0.88% Jan 8, 2025 - Mar 3, 2025 |
| #13 | N/A | -0.87% Jun 11, 2025 - Jul 8, 2025 |
| #14 | N/A | -0.79% Mar 11, 2021 - Oct 19, 2021 |
| #15 | N/A | -0.77% Nov 27, 2023 - Dec 11, 2023 |
Correlation
Correlation between IBGA and AGZD is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.44
-101
Dividend Comparison (2013 - 2026)
IBGA vs AGZD dividend yield comparison.
| Year | IBGA | AGZD |
|---|---|---|
| 2026 | 1.94% | 1.58% |
| 2025 | 4.49% | 4.12% |
| 2024 | 2.03% | 3.96% |
| 2023 | 0.00% | 6.07% |
| 2022 | 0.00% | 8.61% |
| 2021 | 0.00% | 1.66% |
| 2020 | 0.00% | 2.28% |
| 2019 | 0.00% | 2.83% |
| 2018 | 0.00% | 2.62% |
| 2017 | 0.00% | 2.31% |
| 2016 | 0.00% | 1.81% |
| 2015 | 0.00% | 1.66% |
| 2014 | 0.00% | 1.69% |
| 2013 | 0.00% | 0.05% |
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