KRMA vs AGZD

Comparison between GLOBAL X CONSCIOUS COMPANIES ETF (KRMA, ETF) and WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF).

5-Year PerformanceKRMA has outperformed AGZD, delivering a return of +9.9% compared to +4.4%

KRMA vs AGZD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KRMA(ETF)	AGZD(ETF)
Net Assets	$116M	$116M
Expense Ratio	0.43%	0.23%
Max Drawdown	36.16%	14.53%
Sharpe Ratio	1.19	0.57
5Y Beta	0.94	0.01
P/E Ratio	24.48	N/A
Forward P/E	18.11	N/A
PEG Ratio	0.42	N/A
5Y Dividends CAGR	24.01%	16.68%
5Y EPS CAGR	22.60%	N/A
Debt to Equity	38.19%	N/A

Net Assets

KRMA

$116M

Winner

AGZD

$116M

Expense Ratio

KRMA

0.43%

Winner

AGZD

0.23%

Max Drawdown

KRMA

36.16%

Winner

AGZD

14.53%

Sharpe Ratio

Winner

KRMA

1.19

AGZD

0.57

5Y Beta

KRMA

0.94

Winner

AGZD

0.01

P/E Ratio

KRMA

24.48

AGZD

N/A

Forward P/E

KRMA

18.11

AGZD

N/A

PEG Ratio

KRMA

0.42

AGZD

N/A

5Y Dividends CAGR

Winner

KRMA

24.01%

AGZD

16.68%

5Y EPS CAGR

KRMA

22.60%

AGZD

N/A

Debt to Equity

KRMA

38.19%

AGZD

N/A

KRMA vs AGZD - Historical Returns

Returns include dividend reinvestment.

Period	KRMA	AGZD
1 month	+1.96%	+0.44%
3 months	+6.26%	+1.24%
6 months	+10.26%	+2.28%
1 year	+19.76%	+5.48%
5 years(CAGR)	+9.89%	+4.42%
10 years(CAGR)	+13.60%	+3.22%
Max(CAGR)	+13.58%	+2.52%

Winner

KRMA

+1.96%

AGZD

+0.44%

Winner

KRMA

+6.26%

AGZD

+1.24%

Winner

KRMA

+10.26%

AGZD

+2.28%

Winner

KRMA

+19.76%

AGZD

+5.48%

5Y(CAGR)

Winner

KRMA

+9.89%

AGZD

+4.42%

10Y(CAGR)

Winner

KRMA

+13.60%

AGZD

+3.22%

Max(CAGR)

Winner

KRMA

+13.58%

AGZD

+2.52%

KRMA vs AGZD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	KRMA	AGZD
2026	+10.19%	+2.85%
2025	+14.39%	+4.67%
2024	+18.87%	+6.78%
2023	+22.70%	+7.36%
2022	-19.09%	+0.97%
2021	+29.42%	+0.66%
2020	+16.40%	+0.21%
2019	+30.21%	+4.45%
2018	-4.25%	+0.45%
2017	+22.74%	+2.82%
2016	+5.65%	+2.42%
2015	N/A	-0.79%
2014	N/A	+0.49%
2013	N/A	-0.07%

KRMA vs AGZD Drawdown Comparison

The maximum drawdown for KRMA was -36.16%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.

The maximum drawdown for AGZD was -8.46%, occurring on Mar 20, 2020. Recovery took 201 trading sessions.

The current KRMA drawdown is -2.27%. The current AGZD drawdown is -0.12%.

Rank	KRMA	AGZD
#1	-36.16% Feb 19, 2020 - Aug 17, 2020	-8.46% Feb 20, 2020 - Dec 4, 2020
#2	-26.12% Dec 29, 2021 - Jan 25, 2024	-4.55% Apr 8, 2014 - Feb 15, 2017
#3	-19.41% Dec 4, 2024 - Jul 1, 2025	-2.23% Apr 6, 2022 - Nov 18, 2022
#4	-17.48% Sep 21, 2018 - Mar 19, 2019	-1.88% Feb 22, 2023 - Jun 2, 2023
#5	-9.59% Jan 26, 2018 - Jul 25, 2018	-1.71% Mar 3, 2025 - May 28, 2025
#6	-8.92% Sep 2, 2020 - Oct 12, 2020	-1.52% Nov 10, 2021 - Apr 5, 2022
#7	-8.62% Jan 6, 2026 - Apr 15, 2026	-1.38% Feb 12, 2014 - Mar 5, 2014
#8	-8.36% Jul 16, 2024 - Sep 19, 2024	-1.03% Sep 18, 2018 - Feb 13, 2019
#9	-7.02% Jul 26, 2019 - Oct 30, 2019	-1.00% Jan 13, 2023 - Feb 14, 2023
#10	-6.95% Oct 12, 2020 - Nov 6, 2020	-0.95% Feb 2, 2018 - Jul 19, 2018
#11	-6.30% May 3, 2019 - Jun 19, 2019	-0.90% Sep 21, 2023 - Nov 6, 2023
#12	-6.01% Dec 14, 2020 - Feb 8, 2021	-0.88% Jan 8, 2025 - Mar 3, 2025
#13	-5.90% Oct 28, 2025 - Dec 10, 2025	-0.87% Jun 11, 2025 - Jul 8, 2025
#14	-5.70% Sep 2, 2021 - Oct 26, 2021	-0.79% Mar 11, 2021 - Oct 19, 2021
#15	-5.65% Mar 27, 2024 - May 15, 2024	-0.77% Nov 27, 2023 - Dec 11, 2023

Correlation

Correlation between KRMA and AGZD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

KRMA vs AGZD dividend yield comparison.

Year	KRMA	AGZD
2026	0.36%	1.92%
2025	2.59%	4.12%
2024	0.91%	3.96%
2023	1.16%	6.07%
2022	0.86%	8.61%
2021	1.07%	1.66%
2020	0.96%	2.28%
2019	1.52%	2.83%
2018	1.82%	2.62%
2017	1.21%	2.31%
2016	0.95%	1.81%
2015	0.00%	1.66%
2014	0.00%	1.69%
2013	0.00%	0.05%