AGZD vs. ABHY
Compare and contrast key facts about WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) and Abacus Tactical High Yield ETF (ABHY).
AGZD and ABHY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGZD is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. It was launched on Dec 18, 2013. ABHY is an actively managed fund by Abacus.
Performance
AGZD vs. ABHY - Performance Comparison
Loading graphics...
AGZD vs. ABHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 1.07% | 4.35% | 6.64% | 7.15% | 1.17% | 0.69% | 0.09% |
ABHY Abacus Tactical High Yield ETF | -0.78% | 8.73% | 4.69% | 7.79% | -14.49% | 1.30% | 0.87% |
Returns By Period
In the year-to-date period, AGZD achieves a 1.07% return, which is significantly higher than ABHY's -0.78% return.
AGZD
- 1D
- -0.17%
- 1M
- 0.89%
- YTD
- 1.07%
- 6M
- 2.46%
- 1Y
- 5.39%
- 3Y*
- 6.07%
- 5Y*
- 4.09%
- 10Y*
- 3.11%
ABHY
- 1D
- 0.10%
- 1M
- -2.10%
- YTD
- -0.78%
- 6M
- 0.51%
- 1Y
- 6.73%
- 3Y*
- 5.48%
- 5Y*
- 1.10%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AGZD vs. ABHY - Expense Ratio Comparison
AGZD has a 0.23% expense ratio, which is lower than ABHY's 0.63% expense ratio.
Return for Risk
AGZD vs. ABHY — Risk / Return Rank
AGZD
ABHY
AGZD vs. ABHY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) and Abacus Tactical High Yield ETF (ABHY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AGZD | ABHY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.77 | -0.19 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.53 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.34 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 4.31 | 2.03 | +2.28 |
Martin ratioReturn relative to average drawdown | 14.52 | 9.21 | +5.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AGZD | ABHY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.77 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.15 | 0.20 | +0.96 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.21 | +0.41 |
Correlation
The correlation between AGZD and ABHY is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
AGZD vs. ABHY - Dividend Comparison
AGZD's dividend yield for the trailing twelve months is around 4.07%, less than ABHY's 5.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 4.07% | 4.12% | 3.96% | 6.07% | 8.61% | 1.66% | 2.28% | 2.83% | 2.62% | 2.31% | 1.81% | 1.66% |
ABHY Abacus Tactical High Yield ETF | 5.25% | 5.50% | 15.35% | 4.79% | 3.18% | 3.40% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGZD vs. ABHY - Drawdown Comparison
The maximum AGZD drawdown since its inception was -8.46%, smaller than the maximum ABHY drawdown of -16.96%. Use the drawdown chart below to compare losses from any high point for AGZD and ABHY.
Loading graphics...
Drawdown Indicators
| AGZD | ABHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.46% | -16.96% | +8.50% |
Max Drawdown (1Y)Largest decline over 1 year | -1.14% | -3.43% | +2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -2.23% | -16.96% | +14.73% |
Max Drawdown (10Y)Largest decline over 10 years | -8.46% | — | — |
Current DrawdownCurrent decline from peak | -0.17% | -2.55% | +2.38% |
Average DrawdownAverage peak-to-trough decline | -0.78% | -5.86% | +5.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 0.76% | -0.42% |
Volatility
AGZD vs. ABHY - Volatility Comparison
The current volatility for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is 0.74%, while Abacus Tactical High Yield ETF (ABHY) has a volatility of 2.06%. This indicates that AGZD experiences smaller price fluctuations and is considered to be less risky than ABHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AGZD | ABHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 2.06% | -1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 2.06% | 2.64% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.47% | 3.83% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.56% | 5.58% | -2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.79% | 5.50% | -1.71% |