AGZD vs. FTBD
Compare and contrast key facts about WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) and Fidelity Tactical Bond ETF (FTBD).
AGZD and FTBD 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. FTBD is an actively managed fund by Fidelity. It was launched on Jan 24, 2023.
Performance
AGZD vs. FTBD - Performance Comparison
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AGZD vs. FTBD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 1.07% | 4.35% | 6.64% | 6.06% |
FTBD Fidelity Tactical Bond ETF | 0.43% | 8.35% | 1.77% | 3.73% |
Returns By Period
In the year-to-date period, AGZD achieves a 1.07% return, which is significantly higher than FTBD's 0.43% 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%
FTBD
- 1D
- 0.13%
- 1M
- -1.29%
- YTD
- 0.43%
- 6M
- 1.07%
- 1Y
- 5.47%
- 3Y*
- 4.67%
- 5Y*
- —
- 10Y*
- —
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AGZD vs. FTBD - Expense Ratio Comparison
AGZD has a 0.23% expense ratio, which is lower than FTBD's 0.55% expense ratio.
Return for Risk
AGZD vs. FTBD — Risk / Return Rank
AGZD
FTBD
AGZD vs. FTBD - 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 Fidelity Tactical Bond ETF (FTBD). 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 | FTBD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.18 | +0.39 |
Sortino ratioReturn per unit of downside risk | 2.36 | 1.69 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.21 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 4.31 | 1.97 | +2.34 |
Martin ratioReturn relative to average drawdown | 14.52 | 6.62 | +7.90 |
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 | FTBD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.18 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.15 | — | — |
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 | 0.75 | -0.13 |
Correlation
The correlation between AGZD and FTBD is -0.09. 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. FTBD - Dividend Comparison
AGZD's dividend yield for the trailing twelve months is around 4.07%, less than FTBD's 5.07% 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% |
FTBD Fidelity Tactical Bond ETF | 5.07% | 5.04% | 4.76% | 4.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGZD vs. FTBD - Drawdown Comparison
The maximum AGZD drawdown since its inception was -8.46%, which is greater than FTBD's maximum drawdown of -6.98%. Use the drawdown chart below to compare losses from any high point for AGZD and FTBD.
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Drawdown Indicators
| AGZD | FTBD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.46% | -6.98% | -1.48% |
Max Drawdown (1Y)Largest decline over 1 year | -1.14% | -2.98% | +1.84% |
Max Drawdown (5Y)Largest decline over 5 years | -2.23% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -8.46% | — | — |
Current DrawdownCurrent decline from peak | -0.17% | -1.70% | +1.53% |
Average DrawdownAverage peak-to-trough decline | -0.78% | -1.59% | +0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 0.89% | -0.55% |
Volatility
AGZD vs. FTBD - Volatility Comparison
The current volatility for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is 0.74%, while Fidelity Tactical Bond ETF (FTBD) has a volatility of 2.17%. This indicates that AGZD experiences smaller price fluctuations and is considered to be less risky than FTBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGZD | FTBD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 2.17% | -1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.06% | 2.99% | -0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.47% | 4.66% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.56% | 5.94% | -2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.79% | 5.94% | -2.15% |