OPTZ vs HYZD

Comparison between OPTIMIZE STRATEGY INDEX ETF (OPTZ, ETF) and WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF).

OPTZ vs HYZD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OPTZ(ETF)	HYZD(ETF)
Net Assets	$259M	$259M
Expense Ratio	0.25%	0.43%
Max Drawdown	25.98%	33.13%
Sharpe Ratio	1.44	1.01
5Y Beta	1.20	0.19
P/E Ratio	31.98	N/A
Forward P/E	14.24	N/A
5Y Dividends CAGR	N/A	6.41%
5Y EPS CAGR	24.50%	N/A
Debt to Equity	37.69%	N/A
P/S Ratio	1.57	N/A
P/B Ratio	3.98	N/A

Net Assets

Winner

OPTZ

$259M

HYZD

$259M

Expense Ratio

Winner

OPTZ

0.25%

HYZD

0.43%

Max Drawdown

Winner

OPTZ

25.98%

HYZD

33.13%

Sharpe Ratio

Winner

OPTZ

1.44

HYZD

1.01

5Y Beta

OPTZ

1.20

Winner

HYZD

0.19

P/E Ratio

OPTZ

31.98

HYZD

N/A

Forward P/E

OPTZ

14.24

HYZD

N/A

5Y Dividends CAGR

OPTZ

N/A

HYZD

6.41%

5Y EPS CAGR

OPTZ

24.50%

HYZD

N/A

Debt to Equity

OPTZ

37.69%

HYZD

N/A

P/S Ratio

OPTZ

1.57

HYZD

N/A

P/B Ratio

OPTZ

3.98

HYZD

N/A

OPTZ vs HYZD - Historical Returns

Returns include dividend reinvestment.

Period	OPTZ	HYZD
1 month	+1.30%	+0.82%
3 months	+2.19%	+1.47%
6 months	+17.82%	+3.41%
1 year	+36.86%	+6.66%
5 years(CAGR)	N/A	+6.34%
10 years(CAGR)	N/A	+5.24%
Max(CAGR)	+29.11%	+4.45%

Winner

OPTZ

+1.30%

HYZD

+0.82%

Winner

OPTZ

+2.19%

HYZD

+1.47%

Winner

OPTZ

+17.82%

HYZD

+3.41%

Winner

OPTZ

+36.86%

HYZD

+6.66%

5Y(CAGR)

OPTZ

N/A

HYZD

+6.34%

10Y(CAGR)

OPTZ

N/A

HYZD

+5.24%

Max(CAGR)

Winner

OPTZ

+29.11%

HYZD

+4.45%

OPTZ vs HYZD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	OPTZ	HYZD
2026	+25.68%	+3.89%
2025	+22.56%	+7.43%
2024	+16.81%	+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%

OPTZ vs HYZD Drawdown Comparison

The maximum drawdown for OPTZ was -25.75%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.

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

The current OPTZ drawdown is -8.31%. The current HYZD drawdown is -0.03%.

Rank	OPTZ	HYZD
#1	-25.75% Dec 4, 2024 - Jul 17, 2025	-25.66% Feb 14, 2020 - Feb 26, 2021
#2	-13.39% Jun 30, 2026 - Jul 29, 2026	-15.99% Apr 10, 2014 - Aug 12, 2016
#3	-10.63% Mar 2, 2026 - Apr 9, 2026	-8.97% Apr 4, 2022 - Jan 12, 2023
#4	-9.01% Jul 16, 2024 - Sep 19, 2024	-7.18% Oct 3, 2018 - Apr 3, 2019
#5	-7.35% Oct 27, 2025 - Dec 3, 2025	-5.85% Jan 30, 2025 - May 13, 2025
#6	-5.62% Jun 3, 2026 - Jun 12, 2026	-5.00% Mar 6, 2023 - Jun 14, 2023
#7	-4.32% Nov 11, 2024 - Nov 25, 2024	-4.81% Jan 3, 2022 - Apr 4, 2022
#8	-4.25% May 11, 2026 - May 22, 2026	-3.45% Oct 25, 2016 - Dec 6, 2016
#9	-4.08% Oct 6, 2025 - Oct 24, 2025	-2.67% Jul 22, 2024 - Aug 20, 2024
#10	-3.46% Jun 22, 2026 - Jun 30, 2026	-2.39% Feb 2, 2023 - Mar 6, 2023
#11	-3.40% Jul 28, 2025 - Aug 8, 2025	-2.38% Jan 9, 2017 - Apr 25, 2017
#12	-2.97% Dec 11, 2025 - Jan 6, 2026	-2.22% May 3, 2019 - Sep 18, 2019
#13	-2.64% Aug 13, 2025 - Aug 26, 2025	-2.14% Jan 26, 2018 - Apr 12, 2018
#14	-2.42% Aug 28, 2025 - Sep 11, 2025	-2.13% Nov 11, 2021 - Dec 23, 2021
#15	-2.25% Apr 24, 2026 - Apr 30, 2026	-1.99% Sep 14, 2023 - Nov 3, 2023

Correlation

Correlation between OPTZ and HYZD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2013 - 2026)

OPTZ vs HYZD dividend yield comparison.

Year	OPTZ	HYZD
2026	0.00%	3.38%
2025	0.58%	6.05%
2024	0.32%	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%