GEND vs. AGZD
GEND (Genter Capital Dividend Income ETF) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - GEND is a Large Cap Value Equities fund actively managed by Genter Capital, while AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. GEND is actively managed, while AGZD is passively managed. Over the past year, GEND returned 25.44% vs 5.26% for AGZD. At a correlation of -0.02, they often move in opposite directions. GEND charges 0.38%/yr vs 0.23%/yr for AGZD.
Performance
GEND vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, GEND achieves a 11.95% return, which is significantly higher than AGZD's 2.22% return.
GEND
- 1D
- -0.35%
- 1M
- 1.03%
- YTD
- 11.95%
- 6M
- 12.26%
- 1Y
- 25.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGZD
- 1D
- -0.18%
- 1M
- 0.67%
- YTD
- 2.22%
- 6M
- 2.64%
- 1Y
- 5.26%
- 3Y*
- 6.02%
- 5Y*
- 4.32%
- 10Y*
- 3.15%
GEND vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GEND Genter Capital Dividend Income ETF | 11.95% | 16.61% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.22% | 3.74% |
Correlation
The correlation between GEND and AGZD is -0.02, 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 (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Jan 14, 2025 | -0.02 |
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Return for Risk
GEND vs. AGZD — Risk / Return Rank
GEND
AGZD
GEND vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Genter Capital Dividend Income ETF (GEND) 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.
| GEND | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.36 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 4.00 | 6.09 | -2.10 |
| Martin ratioReturn relative to average drawdown | 14.48 | 19.08 | -4.59 |
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
| GEND | AGZD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.41 | 1.83 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.21 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.51 | 0.64 | +0.86 |
Drawdowns
GEND vs. AGZD - Drawdown Comparison
The maximum GEND drawdown since its inception was -13.31%, which is greater than AGZD's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for GEND and AGZD.
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Drawdown Indicators
| GEND | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.31% | -8.46% | -4.85% |
Max Drawdown (1Y)Largest decline over 1 year | -6.40% | -0.87% | -5.53% |
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 | -1.46% | -0.39% | -1.07% |
Average DrawdownAverage peak-to-trough decline | -1.88% | -0.77% | -1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.76% | 0.28% | +1.48% |
Volatility
GEND vs. AGZD - Volatility Comparison
Genter Capital Dividend Income ETF (GEND) has a higher volatility of 2.56% compared to WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) at 1.03%. This indicates that GEND'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
| GEND | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 1.03% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 8.01% | 1.99% | +6.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.62% | 2.89% | +7.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.15% | 3.59% | +10.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.15% | 3.72% | +10.43% |
GEND vs. AGZD - Expense Ratio Comparison
GEND has a 0.38% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
GEND vs. AGZD - Dividend Comparison
GEND's dividend yield for the trailing twelve months is around 2.74%, less 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% |
GEND Genter Capital Dividend Income ETF | 2.74% | 2.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GEND and AGZD have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GEND has higher volatility (2.56%) compared to AGZD (1.03%). In terms of maximum drawdown, GEND dropped -13.31% vs AGZD's -8.46%.
On 1-year performance, GEND leads with 25.44% vs 5.26% for AGZD. On fees, AGZD is cheaper at 0.23% per year. On volatility, AGZD has been the lower-risk option at 1.03%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, GEND has performed better with a 25.44% return vs 5.26%. 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 0.38% for GEND.
AGZD has the higher dividend yield at 3.99%, compared with 2.74% for GEND.
GEND is categorized as Large Cap Value Equities, while AGZD is Nontraditional Bonds. They also come from different issuers: Genter Capital and WisdomTree. Their fees differ too: 0.38% for GEND and 0.23% for AGZD.
GEND currently has the higher Sharpe Ratio (2.41 vs 1.83), 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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