BILT vs. AGZD
BILT (iShares Infrastructure Active ETF) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - BILT is a Utilities Equities fund actively managed by iShares, while AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. BILT is actively managed, while AGZD is passively managed. At a correlation of -0.05, they often move in opposite directions. BILT charges 0.60%/yr vs 0.23%/yr for AGZD.
Performance
BILT vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, BILT achieves a 15.92% return, which is significantly higher than AGZD's 2.42% return.
BILT
- 1D
- 0.40%
- 1M
- 1.39%
- 6M
- 15.55%
- YTD
- 15.92%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGZD
- 1D
- -0.13%
- 1M
- 0.06%
- 6M
- 2.00%
- YTD
- 2.42%
- 1Y
- 5.30%
- 3Y*
- 5.68%
- 5Y*
- 4.31%
- 10Y*
- 3.20%
BILT vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BILT iShares Infrastructure Active ETF | 15.92% | 4.16% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.42% | 2.42% |
Correlation
The correlation between BILT and AGZD is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | -0.05 |
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Return for Risk
BILT vs. AGZD — Risk / Return Rank
BILT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AGZD
BILT vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) and WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD). 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.
| BILT | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.38 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 7.27 | — |
| Martin ratioReturn relative to average drawdown | — | 21.19 | — |
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Drawdowns
BILT vs. AGZD - Drawdown Comparison
The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum AGZD drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for BILT and AGZD.
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Drawdown Indicators
| BILT | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.38% | -8.46% | +3.08% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.73% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -1.71% | — |
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 | 0.00% | -0.43% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -1.39% | -0.77% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.25% | — |
Volatility
BILT vs. AGZD - Volatility Comparison
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Volatility by Period
| BILT | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.70% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.96% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.34% | 2.69% | +7.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.34% | 3.60% | +6.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.34% | 3.69% | +6.65% |
BILT vs. AGZD - Expense Ratio Comparison
BILT has a 0.60% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
BILT vs. AGZD - Dividend Comparison
BILT's dividend yield for the trailing twelve months is around 5.62%, more than AGZD's 3.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 3.99% | 4.12% | 3.96% | 6.07% | 8.61% | 1.66% | 2.28% | 2.83% | 2.62% | 2.31% | 1.81% | 1.66% |
BILT iShares Infrastructure Active ETF | 5.62% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BILT and AGZD have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGZD is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGZD is cheaper with a 0.23% expense ratio, compared with 0.60% for BILT.
BILT has the higher dividend yield at 5.62%, compared with 3.99% for AGZD.
BILT is categorized as Utilities Equities, while AGZD is Nontraditional Bonds. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.60% for BILT and 0.23% for AGZD.
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