AGZD vs. FTXN
AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) and FTXN (First Trust Nasdaq Oil & Gas ETF) are both exchange-traded funds - AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration, while FTXN is a Energy Equities fund tracking the Nasdaq U.S. Smart Oil & Gas Index. Both are passively managed. Over the past 5 years, AGZD returned 4.44%/yr vs 20.99%/yr for FTXN. Their 0.08 correlation means their historical movements had little consistent relationship. AGZD charges 0.23%/yr vs 0.60%/yr for FTXN.
Performance
AGZD vs. FTXN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AGZD achieves a 2.83% return, which is significantly lower than FTXN's 35.17% return.
AGZD
- 1D
- 0.24%
- 1M
- 0.50%
- 6M
- 2.10%
- YTD
- 2.83%
- 1Y
- 5.51%
- 3Y*
- 5.64%
- 5Y*
- 4.44%
- 10Y*
- 3.25%
- ALL TIME*
- 2.52%
FTXN
- 1D
- 1.43%
- 1M
- 11.80%
- 6M
- 20.58%
- YTD
- 35.17%
- 1Y
- 39.67%
- 3Y*
- 11.70%
- 5Y*
- 20.99%
- 10Y*
- —
- ALL TIME*
- 8.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.75M | $1.75M | $1.43M | |
| $1.51M | $2.45M | $46.38M |
AGZD vs. FTXN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.83% | 4.35% | 6.64% | 7.15% | 1.17% | 0.69% | 0.31% | 4.65% | 0.18% | 2.62% |
FTXN First Trust Nasdaq Oil & Gas ETF | 35.17% | -0.17% | 4.06% | 4.91% | 47.45% | 69.21% | -28.10% | 3.20% | -20.99% | -2.29% |
Correlation
The correlation between AGZD and FTXN is -0.14, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.14 |
Correlation (3Y) Balances recent behavior with more history. | -0.01 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.09 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2016 | 0.08 |
The correlation between AGZD and FTXN shifts across timeframes, from -0.14 (1 year) to 0.09 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AGZD vs. FTXN — Risk / Return Rank
AGZD
FTXN
AGZD vs. FTXN - 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 First Trust Nasdaq Oil & Gas ETF (FTXN). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGZD | FTXN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.26 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 7.43 | 2.25 | +5.18 |
| Martin ratioReturn relative to average drawdown | 21.25 | 5.69 | +15.56 |
Loading charts...
Drawdowns
AGZD vs. FTXN - Drawdown Comparison
The maximum AGZD drawdown since its inception was -8.46%, smaller than the maximum FTXN drawdown of -73.49%. Use the drawdown chart below to compare losses from any high point for AGZD and FTXN.
Loading charts...
Drawdown Indicators
| AGZD | FTXN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.46% | -73.49% | +65.03% |
Max Drawdown (1Y)Largest decline over 1 year | -0.73% | -16.42% | +15.69% |
Max Drawdown (3Y)Largest decline over 3 years | -1.71% | -26.96% | +25.25% |
Max Drawdown (5Y)Largest decline over 5 years | -2.23% | -29.97% | +27.74% |
Max Drawdown (10Y)Largest decline over 10 years | -8.46% | — | — |
Current DrawdownCurrent decline from peak | -0.03% | -5.65% | +5.62% |
Average DrawdownAverage peak-to-trough decline | -0.77% | -19.10% | +18.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.26% | 6.49% | -6.23% |
Volatility
AGZD vs. FTXN - Volatility Comparison
The current volatility for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is 0.42%, while First Trust Nasdaq Oil & Gas ETF (FTXN) has a volatility of 7.28%. This indicates that AGZD experiences smaller price fluctuations and is considered to be less risky than FTXN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGZD | FTXN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.42% | 7.28% | -6.86% |
Volatility (6M)Calculated over the trailing 6-month period | 1.87% | 18.67% | -16.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.69% | 23.48% | -20.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.60% | 29.44% | -25.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.68% | 31.71% | -28.03% |
AGZD vs. FTXN - Expense Ratio Comparison
AGZD has a 0.23% expense ratio, which is lower than FTXN's 0.60% expense ratio.
Dividends
AGZD vs. FTXN - Dividend Comparison
AGZD's dividend yield for the trailing twelve months is around 3.97%, more than FTXN's 1.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 3.97% | 4.12% | 3.96% | 6.07% | 8.61% | 1.66% | 2.28% | 2.83% | 2.62% | 2.31% | 1.81% | 1.66% |
FTXN First Trust Nasdaq Oil & Gas ETF | 1.73% | 2.83% | 2.51% | 3.41% | 2.26% | 1.04% | 1.76% | 2.72% | 2.16% | 1.78% | 0.20% | 0.00% |
Frequently Asked Questions
AGZD and FTXN have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FTXN has higher volatility (7.28%) compared to AGZD (0.42%). In terms of maximum drawdown, AGZD dropped -8.46% vs FTXN's -73.49%.
On 5-year performance, FTXN leads with 20.99% vs 4.44% for AGZD. On fees, AGZD is cheaper at 0.23% per year. On volatility, AGZD has been the lower-risk option at 0.42%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, FTXN has performed better with a 20.99% return vs 4.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AGZD is cheaper with a 0.23% expense ratio, compared with 0.60% for FTXN.
AGZD has the higher dividend yield at 3.97%, compared with 1.73% for FTXN.
AGZD is categorized as Nontraditional Bonds, while FTXN is Energy Equities. AGZD tracks Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration, while FTXN tracks Nasdaq U.S. Smart Oil & Gas Index. They also come from different issuers: WisdomTree and First Trust. Their fees differ too: 0.23% for AGZD and 0.60% for FTXN.
AGZD currently has the higher Sharpe Ratio (2.02 vs 1.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for AGZD and FTXN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer