AGZD vs. EMNT
Compare and contrast key facts about WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) and PIMCO Enhanced Short Maturity Active ESG ETF (EMNT).
AGZD and EMNT 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. EMNT is an actively managed fund by PIMCO. It was launched on Dec 10, 2019.
Performance
AGZD vs. EMNT - Performance Comparison
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AGZD vs. EMNT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 1.07% | 4.35% | 6.64% | 7.15% | 1.17% | 0.69% | 0.31% | 0.17% |
EMNT PIMCO Enhanced Short Maturity Active ESG ETF | 1.02% | 4.74% | 5.79% | 5.84% | -0.57% | 0.11% | 2.08% | 0.09% |
Returns By Period
The year-to-date returns for both stocks are quite close, with AGZD having a 1.07% return and EMNT slightly lower at 1.02%.
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%
EMNT
- 1D
- 0.06%
- 1M
- 0.32%
- YTD
- 1.02%
- 6M
- 2.07%
- 1Y
- 4.50%
- 3Y*
- 5.32%
- 5Y*
- 3.35%
- 10Y*
- —
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AGZD vs. EMNT - Expense Ratio Comparison
AGZD has a 0.23% expense ratio, which is lower than EMNT's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
AGZD vs. EMNT — Risk / Return Rank
AGZD
EMNT
AGZD vs. EMNT - 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 PIMCO Enhanced Short Maturity Active ESG ETF (EMNT). 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 | EMNT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 11.02 | -9.45 |
Sortino ratioReturn per unit of downside risk | 2.36 | 22.95 | -20.59 |
Omega ratioGain probability vs. loss probability | 1.32 | 5.87 | -4.55 |
Calmar ratioReturn relative to maximum drawdown | 4.31 | 34.78 | -30.47 |
Martin ratioReturn relative to average drawdown | 14.52 | 231.75 | -217.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGZD | EMNT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 11.02 | -9.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.15 | 4.09 | -2.94 |
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 | 3.46 | -2.83 |
Correlation
The correlation between AGZD and EMNT is -0.06. 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. EMNT - Dividend Comparison
AGZD's dividend yield for the trailing twelve months is around 4.07%, less than EMNT's 4.13% 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% |
EMNT PIMCO Enhanced Short Maturity Active ESG ETF | 4.13% | 4.46% | 5.14% | 4.62% | 2.79% | 0.66% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGZD vs. EMNT - Drawdown Comparison
The maximum AGZD drawdown since its inception was -8.46%, which is greater than EMNT's maximum drawdown of -2.28%. Use the drawdown chart below to compare losses from any high point for AGZD and EMNT.
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Drawdown Indicators
| AGZD | EMNT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.46% | -2.28% | -6.18% |
Max Drawdown (1Y)Largest decline over 1 year | -1.14% | -0.13% | -1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -2.23% | -1.70% | -0.53% |
Max Drawdown (10Y)Largest decline over 10 years | -8.46% | — | — |
Current DrawdownCurrent decline from peak | -0.17% | 0.00% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -0.78% | -0.24% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 0.02% | +0.32% |
Volatility
AGZD vs. EMNT - Volatility Comparison
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) has a higher volatility of 0.74% compared to PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) at 0.25%. This indicates that AGZD's price experiences larger fluctuations and is considered to be riskier than EMNT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGZD | EMNT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 0.25% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 2.06% | 0.29% | +1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.47% | 0.41% | +3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.56% | 0.82% | +2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.79% | 0.87% | +2.92% |