MID vs AGZD

Comparison between AMERICAN CENTURY MID CAP GROWTH IMPACT ETF (MID, ETF) and WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF).

5-Year PerformanceMID has outperformed AGZD, delivering a return of +4.8% compared to +4.4%

MID vs AGZD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MID(ETF)	AGZD(ETF)
Net Assets	$100M	$100M
Expense Ratio	0.45%	0.23%
Max Drawdown	40.15%	14.53%
Sharpe Ratio	0.07	0.38
5Y Beta	1.12	0.01
P/E Ratio	46.08	N/A
Forward P/E	26.69	N/A
5Y Dividends CAGR	N/A	14.16%
5Y EPS CAGR	17.68%	N/A
Debt to Equity	73.84%	N/A
P/S Ratio	3.29	N/A
P/B Ratio	8.65	N/A

Net Assets

MID

$100M

AGZD

$100M

Expense Ratio

MID

0.45%

Winner

AGZD

0.23%

Max Drawdown

MID

40.15%

Winner

AGZD

14.53%

Sharpe Ratio

MID

0.07

Winner

AGZD

0.38

5Y Beta

MID

1.12

Winner

AGZD

0.01

P/E Ratio

MID

46.08

AGZD

N/A

Forward P/E

MID

26.69

AGZD

N/A

5Y Dividends CAGR

MID

N/A

AGZD

14.16%

5Y EPS CAGR

MID

17.68%

AGZD

N/A

Debt to Equity

MID

73.84%

AGZD

N/A

P/S Ratio

MID

3.29

AGZD

N/A

P/B Ratio

MID

8.65

AGZD

N/A

MID vs AGZD - Historical Returns

Returns include dividend reinvestment.

Period	MID	AGZD
1 month	+3.04%	+0.62%
3 months	+7.28%	+1.74%
6 months	+0.01%	+2.27%
1 year	+3.41%	+5.59%
5 years(CAGR)	+4.76%	+4.39%
10 years(CAGR)	N/A	+3.21%
Max(CAGR)	+9.11%	+2.51%

Winner

MID

+3.04%

AGZD

+0.62%

Winner

MID

+7.28%

AGZD

+1.74%

MID

+0.01%

Winner

AGZD

+2.27%

MID

+3.41%

Winner

AGZD

+5.59%

5Y(CAGR)

Winner

MID

+4.76%

AGZD

+4.39%

10Y(CAGR)

MID

N/A

AGZD

+3.21%

Max(CAGR)

Winner

MID

+9.11%

AGZD

+2.51%

MID vs AGZD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	MID	AGZD
2026	+1.29%	+2.47%
2025	+7.84%	+4.67%
2024	+21.65%	+6.78%
2023	+23.31%	+7.36%
2022	-26.81%	+0.97%
2021	+11.58%	+0.66%
2020	+29.63%	+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%

MID vs AGZD Drawdown Comparison

The maximum drawdown for MID was -40.15%, occurring on Jun 16, 2022. Recovery took 730 trading sessions.

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

The current MID drawdown is -3.91%. The current AGZD drawdown is -0.49%.

Rank	MID	AGZD
#1	-40.15% Nov 16, 2021 - Oct 14, 2024	-8.46% Feb 20, 2020 - Dec 4, 2020
#2	-23.92% Jan 23, 2025 - Jun 26, 2025	-4.55% Apr 8, 2014 - Feb 15, 2017
#3	-18.39% Feb 12, 2021 - Jul 22, 2021	-2.23% Apr 6, 2022 - Nov 18, 2022
#4	-13.89% Oct 27, 2025 - Jun 2, 2026	-1.88% Feb 22, 2023 - Jun 2, 2023
#5	-10.24% Sep 2, 2020 - Oct 7, 2020	-1.71% Mar 3, 2025 - May 28, 2025
#6	-8.84% Sep 3, 2021 - Oct 29, 2021	-1.52% Nov 10, 2021 - Apr 5, 2022
#7	-8.18% Oct 13, 2020 - Nov 5, 2020	-1.38% Feb 12, 2014 - Mar 5, 2014
#8	-7.39% Dec 6, 2024 - Jan 23, 2025	-1.03% Sep 18, 2018 - Feb 13, 2019
#9	-6.17% Jan 20, 2021 - Feb 5, 2021	-1.00% Jan 13, 2023 - Feb 14, 2023
#10	-6.10% Jun 4, 2026 - Jun 10, 2026	-0.95% Feb 2, 2018 - Jul 19, 2018
#11	-5.94% Nov 6, 2020 - Nov 27, 2020	-0.90% Sep 21, 2023 - Nov 6, 2023
#12	-5.01% Aug 5, 2020 - Aug 31, 2020	-0.88% Jan 8, 2025 - Mar 3, 2025
#13	-4.77% Oct 14, 2024 - Nov 8, 2024	-0.87% Jun 11, 2025 - Jul 8, 2025
#14	-4.74% Sep 22, 2025 - Oct 24, 2025	-0.79% Mar 11, 2021 - Oct 19, 2021
#15	-4.04% Aug 9, 2021 - Aug 24, 2021	-0.77% Nov 27, 2023 - Dec 11, 2023

Correlation

Correlation between MID and AGZD is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2013 - 2026)

MID vs AGZD dividend yield comparison.

Year	MID	AGZD
2026	0.05%	1.59%
2025	0.18%	4.12%
2024	0.17%	3.96%
2023	0.02%	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%