EBI vs. AGZD
EBI (Longview Advantage ETF) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - EBI is a Large Cap Blend Equities fund actively managed by Longview, while AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. EBI is actively managed, while AGZD is passively managed. Over the past year, EBI returned 31.58% vs 6.11% for AGZD. At a 0.07 correlation, their price movements are largely independent. EBI charges 0.24%/yr vs 0.23%/yr for AGZD.
Performance
EBI vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, EBI achieves a 12.49% return, which is significantly higher than AGZD's 2.86% return.
EBI
- 1D
- -2.07%
- 1M
- 0.32%
- YTD
- 12.49%
- 6M
- 12.59%
- 1Y
- 31.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGZD
- 1D
- 0.47%
- 1M
- 0.98%
- YTD
- 2.86%
- 6M
- 3.20%
- 1Y
- 6.11%
- 3Y*
- 6.29%
- 5Y*
- 4.45%
- 10Y*
- 3.24%
EBI vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EBI Longview Advantage ETF | 12.49% | 15.82% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.86% | 3.74% |
Correlation
The correlation between EBI and AGZD is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2025 | 0.07 |
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Return for Risk
EBI vs. AGZD — Risk / Return Rank
EBI
AGZD
EBI vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Longview Advantage ETF (EBI) 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.
| EBI | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.42 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.47 | 7.07 | -2.60 |
| Martin ratioReturn relative to average drawdown | 18.38 | 22.26 | -3.88 |
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
| EBI | AGZD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.58 | 2.10 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.24 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.29 | 0.66 | +0.64 |
Drawdowns
EBI vs. AGZD - Drawdown Comparison
The maximum EBI drawdown since its inception was -17.05%, which is greater than AGZD's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for EBI and AGZD.
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Drawdown Indicators
| EBI | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.05% | -8.46% | -8.59% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -0.87% | -6.22% |
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 | -2.30% | 0.00% | -2.30% |
Average DrawdownAverage peak-to-trough decline | -2.07% | -0.77% | -1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 0.28% | +1.44% |
Volatility
EBI vs. AGZD - Volatility Comparison
Longview Advantage ETF (EBI) has a higher volatility of 3.50% compared to WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) at 1.10%. This indicates that EBI's price experiences larger fluctuations and is considered to be riskier than AGZD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EBI | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 1.10% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 2.01% | +7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.32% | 2.93% | +9.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.01% | 3.59% | +14.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 3.72% | +14.29% |
EBI vs. AGZD - Expense Ratio Comparison
EBI has a 0.24% expense ratio, which is higher than AGZD's 0.23% 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
EBI vs. AGZD - Dividend Comparison
EBI's dividend yield for the trailing twelve months is around 0.93%, less than AGZD's 3.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 3.96% | 4.12% | 3.96% | 6.07% | 8.61% | 1.66% | 2.28% | 2.83% | 2.62% | 2.31% | 1.81% | 1.66% |
EBI Longview Advantage ETF | 0.93% | 1.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EBI and AGZD have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EBI has higher volatility (3.50%) compared to AGZD (1.10%). In terms of maximum drawdown, EBI dropped -17.05% vs AGZD's -8.46%.
On 1-year performance, EBI leads with 31.58% vs 6.11% for AGZD. On fees, AGZD is cheaper at 0.23% per year. On volatility, AGZD has been the lower-risk option at 1.10%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, EBI has performed better with a 31.58% return vs 6.11%. 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 0.24% for EBI.
AGZD has the higher dividend yield at 3.96%, compared with 0.93% for EBI.
EBI is categorized as Large Cap Blend Equities, while AGZD is Nontraditional Bonds. They also come from different issuers: Longview and WisdomTree. Their fees differ too: 0.24% for EBI and 0.23% for AGZD.
EBI currently has the higher Sharpe Ratio (2.58 vs 2.10), 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.
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