IBID vs AGZD
Comparison between ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID, ETF) and WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF).
IBID vs AGZD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBID
$117M
AGZD
$116M
Expense Ratio
Winner
IBID
0.10%
AGZD
0.23%
Max Drawdown
Winner
IBID
2.77%
AGZD
14.53%
Sharpe Ratio
IBID
-0.11
Winner
AGZD
0.61
5Y Beta
Winner
IBID
-0.02
AGZD
0.01
5Y Dividends CAGR
IBID
N/A
AGZD
16.68%
IBID vs AGZD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBID
+0.50%
AGZD
+0.44%
3M
IBID
+0.87%
Winner
AGZD
+1.24%
6M
Winner
IBID
+2.34%
AGZD
+2.28%
1Y
IBID
+3.90%
Winner
AGZD
+5.48%
5Y(CAGR)
IBID
N/A
AGZD
+4.42%
10Y(CAGR)
IBID
N/A
AGZD
+3.22%
Max(CAGR)
Winner
IBID
+5.44%
AGZD
+2.52%
IBID vs AGZD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | IBID | AGZD |
|---|---|---|
| 2026 | +2.45% | +2.85% |
| 2025 | +5.68% | +4.67% |
| 2024 | +4.84% | +6.78% |
| 2023 | +2.61% | +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% |
IBID vs AGZD Drawdown Comparison
The maximum drawdown for IBID was -1.28%, occurring on Oct 3, 2023. Recovery took 32 trading sessions.
The maximum drawdown for AGZD was -8.46%, occurring on Mar 20, 2020. Recovery took 201 trading sessions.
The current IBID drawdown is -0.05%. The current AGZD drawdown is -0.12%.
| Rank | IBID | AGZD |
|---|---|---|
| #1 | -1.28% Sep 18, 2023 - Nov 1, 2023 | -8.46% Feb 20, 2020 - Dec 4, 2020 |
| #2 | -1.00% Jan 12, 2024 - Mar 22, 2024 | -4.55% Apr 8, 2014 - Feb 15, 2017 |
| #3 | -0.99% Apr 30, 2025 - Jul 11, 2025 | -2.23% Apr 6, 2022 - Nov 18, 2022 |
| #4 | -0.92% Sep 24, 2024 - Jan 15, 2025 | -1.88% Feb 22, 2023 - Jun 2, 2023 |
| #5 | -0.74% Apr 3, 2025 - Apr 25, 2025 | -1.71% Mar 3, 2025 - May 28, 2025 |
| #6 | -0.64% Mar 22, 2024 - May 3, 2024 | -1.52% Nov 10, 2021 - Apr 5, 2022 |
| #7 | -0.64% Nov 3, 2023 - Nov 14, 2023 | -1.38% Feb 12, 2014 - Mar 5, 2014 |
| #8 | -0.55% Jun 8, 2026 - Jun 26, 2026 | -1.03% Sep 18, 2018 - Feb 13, 2019 |
| #9 | -0.47% Dec 1, 2023 - Dec 13, 2023 | -1.00% Jan 13, 2023 - Feb 14, 2023 |
| #10 | -0.47% Dec 27, 2023 - Jan 12, 2024 | -0.95% Feb 2, 2018 - Jul 19, 2018 |
| #11 | -0.38% Jun 6, 2024 - Jun 18, 2024 | -0.90% Sep 21, 2023 - Nov 6, 2023 |
| #12 | -0.36% Oct 22, 2025 - Dec 29, 2025 | -0.88% Jan 8, 2025 - Mar 3, 2025 |
| #13 | -0.36% Mar 20, 2026 - Mar 31, 2026 | -0.87% Jun 11, 2025 - Jul 8, 2025 |
| #14 | -0.33% Aug 5, 2024 - Aug 21, 2024 | -0.79% Mar 11, 2021 - Oct 19, 2021 |
| #15 | -0.32% Nov 14, 2023 - Nov 20, 2023 | -0.77% Nov 27, 2023 - Dec 11, 2023 |
Correlation
Correlation between IBID and AGZD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
IBID vs AGZD dividend yield comparison.
| Year | IBID | AGZD |
|---|---|---|
| 2026 | 2.73% | 1.92% |
| 2025 | 4.43% | 4.12% |
| 2024 | 4.24% | 3.96% |
| 2023 | 0.81% | 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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