LDRX vs HYZD

Comparison between SGI ENHANCED MARKET LEADERS ETF (LDRX, ETF) and WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF).

LDRX vs HYZD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRX(ETF)	HYZD(ETF)
Net Assets	$232M	$232M
Expense Ratio	0.59%	0.43%
Max Drawdown	11.38%	33.13%
Sharpe Ratio	1.64	1.15
5Y Beta	1.00	0.19
P/E Ratio	29.54	N/A
Forward P/E	23.48	N/A
PEG Ratio	0.56	N/A
5Y Dividends CAGR	N/A	6.13%
5Y EPS CAGR	29.71%	N/A
Debt to Equity	31.56%	N/A
P/S Ratio	5.10	N/A
P/B Ratio	6.72	N/A

Net Assets

Winner

LDRX

$232M

HYZD

$232M

Expense Ratio

LDRX

0.59%

Winner

HYZD

0.43%

Max Drawdown

Winner

LDRX

11.38%

HYZD

33.13%

Sharpe Ratio

Winner

LDRX

1.64

HYZD

1.15

5Y Beta

LDRX

1.00

Winner

HYZD

0.19

P/E Ratio

LDRX

29.54

HYZD

N/A

Forward P/E

LDRX

23.48

HYZD

N/A

PEG Ratio

LDRX

0.56

HYZD

N/A

5Y Dividends CAGR

LDRX

N/A

HYZD

6.13%

5Y EPS CAGR

LDRX

29.71%

HYZD

N/A

Debt to Equity

LDRX

31.56%

HYZD

N/A

P/S Ratio

LDRX

5.10

HYZD

N/A

P/B Ratio

LDRX

6.72

HYZD

N/A

LDRX vs HYZD - Historical Returns

Returns include dividend reinvestment.

Period	LDRX	HYZD
1 month	+1.82%	+0.55%
3 months	+9.70%	+2.07%
6 months	+6.63%	+3.12%
1 year	+27.48%	+7.85%
5 years(CAGR)	N/A	+6.22%
10 years(CAGR)	N/A	+5.57%
Max(CAGR)	+29.71%	+4.41%

Winner

LDRX

+1.82%

HYZD

+0.55%

Winner

LDRX

+9.70%

HYZD

+2.07%

Winner

LDRX

+6.63%

HYZD

+3.12%

Winner

LDRX

+27.48%

HYZD

+7.85%

5Y(CAGR)

LDRX

N/A

HYZD

+6.22%

10Y(CAGR)

LDRX

N/A

HYZD

+5.57%

Max(CAGR)

Winner

LDRX

+29.71%

HYZD

+4.41%

LDRX vs HYZD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	LDRX	HYZD
2026	+7.31%	+2.40%
2025	+23.81%	+7.43%
2024	N/A	+9.41%
2023	N/A	+11.33%
2022	N/A	-2.50%
2021	N/A	+6.37%
2020	N/A	-0.71%
2019	N/A	+9.12%
2018	N/A	-1.95%
2017	N/A	+6.18%
2016	N/A	+14.24%
2015	N/A	-1.04%
2014	N/A	-4.10%
2013	N/A	-0.14%

LDRX vs HYZD Drawdown Comparison

The maximum drawdown for LDRX was -10.62%, occurring on Mar 30, 2026. Recovery took 114 trading sessions.

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

The current LDRX drawdown is -3.47%. The current HYZD drawdown is -0.31%.

Rank	LDRX	HYZD
#1	-10.62% Oct 29, 2025 - Apr 15, 2026	-25.66% Feb 14, 2020 - Feb 26, 2021
#2	-3.47% Jun 1, 2026 - Jun 5, 2026	-15.99% Apr 10, 2014 - Aug 12, 2016
#3	-2.89% Jul 25, 2025 - Aug 13, 2025	-8.97% Apr 4, 2022 - Jan 12, 2023
#4	-2.36% May 16, 2025 - Jun 3, 2025	-7.18% Oct 3, 2018 - Apr 3, 2019
#5	-2.35% Sep 22, 2025 - Oct 20, 2025	-5.85% Jan 30, 2025 - May 13, 2025
#6	-2.12% May 14, 2026 - May 28, 2026	-5.00% Mar 6, 2023 - Jun 14, 2023
#7	-1.43% Aug 14, 2025 - Aug 22, 2025	-4.81% Jan 3, 2022 - Apr 4, 2022
#8	-1.16% Jul 3, 2025 - Jul 22, 2025	-3.45% Oct 25, 2016 - Dec 6, 2016
#9	-1.14% Aug 28, 2025 - Sep 4, 2025	-2.67% Jul 22, 2024 - Aug 20, 2024
#10	-1.13% Apr 17, 2026 - Apr 22, 2026	-2.39% Feb 2, 2023 - Mar 6, 2023
#11	-0.88% Jun 16, 2025 - Jun 23, 2025	-2.38% Jan 9, 2017 - Apr 25, 2017
#12	-0.85% May 5, 2025 - May 8, 2025	-2.22% May 3, 2019 - Sep 18, 2019
#13	-0.61% Apr 22, 2026 - Apr 24, 2026	-2.14% Jan 26, 2018 - Apr 12, 2018
#14	-0.60% Oct 20, 2025 - Oct 23, 2025	-2.13% Nov 11, 2021 - Dec 23, 2021
#15	-0.54% Jun 10, 2025 - Jun 12, 2025	-1.99% Sep 14, 2023 - Nov 3, 2023

Correlation

Correlation between LDRX and HYZD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

LDRX vs HYZD dividend yield comparison.

Year	LDRX	HYZD
2026	0.11%	2.39%
2025	1.19%	6.05%
2024	0.00%	6.08%
2023	0.00%	5.94%
2022	0.00%	5.14%
2021	0.00%	4.02%
2020	0.00%	5.13%
2019	0.00%	5.50%
2018	0.00%	5.58%
2017	0.00%	4.94%
2016	0.00%	5.07%
2015	0.00%	4.38%
2014	0.00%	3.82%
2013	0.00%	0.10%