AGZD vs. XLKQ.L
AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) and XLKQ.L (Invesco Technology S&P US Select Sector UCITS ETF GBP Acc) are both exchange-traded funds - AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration, while XLKQ.L is a Technology Equities fund tracking the S&P Select Sector Capped 20% Technology Index. Both are passively managed. Over the past 10 years, AGZD returned 3.19%/yr vs 25.93%/yr for XLKQ.L. At a 0.12 correlation, their price movements are largely independent. AGZD charges 0.23%/yr vs 0.14%/yr for XLKQ.L.
Performance
AGZD vs. XLKQ.L - Performance Comparison
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Different Trading Currencies
AGZD is traded in USD, while XLKQ.L is traded in GBp. To make them comparable, the XLKQ.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AGZD achieves a 2.47% return, which is significantly lower than XLKQ.L's 19.38% return. Over the past 10 years, AGZD has underperformed XLKQ.L with an annualized return of 3.19%, while XLKQ.L has yielded a comparatively higher 25.93% annualized return.
AGZD
- 1D
- -0.38%
- 1M
- 0.49%
- YTD
- 2.47%
- 6M
- 2.73%
- 1Y
- 5.70%
- 3Y*
- 6.10%
- 5Y*
- 4.39%
- 10Y*
- 3.19%
XLKQ.L
- 1D
- 0.03%
- 1M
- 4.38%
- YTD
- 19.38%
- 6M
- 17.34%
- 1Y
- 47.19%
- 3Y*
- 35.41%
- 5Y*
- 24.30%
- 10Y*
- 25.93%
AGZD vs. XLKQ.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.47% | 4.35% | 6.64% | 7.15% | 1.17% | 0.69% | 0.31% | 4.65% | 0.18% | 2.62% |
XLKQ.L Invesco Technology S&P US Select Sector UCITS ETF GBP Acc | 19.38% | 24.49% | 41.63% | 59.85% | -29.07% | 35.05% | 42.15% | 50.17% | -3.26% | 33.42% |
Correlation
The correlation between AGZD and XLKQ.L is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2013 | 0.12 |
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Return for Risk
AGZD vs. XLKQ.L — Risk / Return Rank
AGZD
XLKQ.L
AGZD vs. XLKQ.L - 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 Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.L). 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 | XLKQ.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.39 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 6.60 | 2.79 | +3.81 |
| Martin ratioReturn relative to average drawdown | 20.71 | 8.47 | +12.24 |
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 | XLKQ.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.94 | 2.36 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.23 | 0.89 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 1.09 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.71 | -0.06 |
Drawdowns
AGZD vs. XLKQ.L - Drawdown Comparison
The maximum AGZD drawdown since its inception was -8.46%, smaller than the maximum XLKQ.L drawdown of -39.80%. Use the drawdown chart below to compare losses from any high point for AGZD and XLKQ.L.
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Drawdown Indicators
| AGZD | XLKQ.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.46% | -39.80% | +31.34% |
Max Drawdown (1Y)Largest decline over 1 year | -0.87% | -16.81% | +15.94% |
Max Drawdown (3Y)Largest decline over 3 years | -1.71% | -26.96% | +25.25% |
Max Drawdown (5Y)Largest decline over 5 years | -2.23% | -35.00% | +32.77% |
Max Drawdown (10Y)Largest decline over 10 years | -8.46% | -35.00% | +26.54% |
Current DrawdownCurrent decline from peak | -0.38% | -6.38% | +6.00% |
Average DrawdownAverage peak-to-trough decline | -0.77% | -9.19% | +8.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 5.56% | -5.28% |
Volatility
AGZD vs. XLKQ.L - Volatility Comparison
The current volatility for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is 1.18%, while Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.L) has a volatility of 7.63%. This indicates that AGZD experiences smaller price fluctuations and is considered to be less risky than XLKQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGZD | XLKQ.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | 7.63% | -6.45% |
Volatility (6M)Calculated over the trailing 6-month period | 2.05% | 15.32% | -13.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.95% | 19.95% | -17.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.60% | 27.22% | -23.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.72% | 23.87% | -20.15% |
AGZD vs. XLKQ.L - Expense Ratio Comparison
AGZD has a 0.23% expense ratio, which is higher than XLKQ.L's 0.14% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AGZD vs. XLKQ.L - Dividend Comparison
AGZD's dividend yield for the trailing twelve months is around 3.98%, while XLKQ.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 3.98% | 4.12% | 3.96% | 6.07% | 8.61% | 1.66% | 2.28% | 2.83% | 2.62% | 2.31% | 1.81% | 1.66% |
XLKQ.L Invesco Technology S&P US Select Sector UCITS ETF GBP Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGZD and XLKQ.L have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLKQ.L is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLKQ.L is cheaper with a 0.14% expense ratio, compared with 0.23% for AGZD.
AGZD is categorized as Nontraditional Bonds, while XLKQ.L is Technology Equities. AGZD tracks Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration, while XLKQ.L tracks S&P Select Sector Capped 20% Technology Index. They also come from different issuers: WisdomTree and Invesco. Their fees differ too: 0.23% for AGZD and 0.14% for XLKQ.L.
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