HYZD vs. PFIUX
Compare and contrast key facts about WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) and PIMCO Dynamic Bond Fund (PFIUX).
HYZD is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. High Yield Corporate Bond, Zero Duration Index. It was launched on Dec 18, 2013. PFIUX is managed by PIMCO. It was launched on Jun 29, 2008.
Performance
HYZD vs. PFIUX - Performance Comparison
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HYZD vs. PFIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund | 0.17% | 7.67% | 9.39% | 11.17% | -2.35% | 6.27% | -0.63% | 9.17% | -2.21% | 6.32% |
PFIUX PIMCO Dynamic Bond Fund | -1.24% | 9.30% | 7.12% | 6.83% | -7.48% | 0.32% | 5.43% | 4.83% | 1.98% | 6.41% |
Returns By Period
In the year-to-date period, HYZD achieves a 0.17% return, which is significantly higher than PFIUX's -1.24% return. Over the past 10 years, HYZD has outperformed PFIUX with an annualized return of 5.80%, while PFIUX has yielded a comparatively lower 3.86% annualized return.
HYZD
- 1D
- 1.09%
- 1M
- -0.00%
- YTD
- 0.17%
- 6M
- 1.71%
- 1Y
- 7.53%
- 3Y*
- 8.76%
- 5Y*
- 5.86%
- 10Y*
- 5.80%
PFIUX
- 1D
- 0.50%
- 1M
- -1.84%
- YTD
- -1.24%
- 6M
- 0.83%
- 1Y
- 5.38%
- 3Y*
- 6.79%
- 5Y*
- 2.62%
- 10Y*
- 3.86%
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HYZD vs. PFIUX - Expense Ratio Comparison
HYZD has a 0.43% expense ratio, which is lower than PFIUX's 0.81% expense ratio.
Return for Risk
HYZD vs. PFIUX — Risk / Return Rank
HYZD
PFIUX
HYZD vs. PFIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) and PIMCO Dynamic Bond Fund (PFIUX). 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.
| HYZD | PFIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.67 | -0.30 |
Sortino ratioReturn per unit of downside risk | 2.12 | 2.50 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.34 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 2.12 | -0.32 |
Martin ratioReturn relative to average drawdown | 10.45 | 8.31 | +2.14 |
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
| HYZD | PFIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.67 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.91 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 1.38 | -0.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 1.27 | -0.78 |
Correlation
The correlation between HYZD and PFIUX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HYZD vs. PFIUX - Dividend Comparison
HYZD's dividend yield for the trailing twelve months is around 6.04%, more than PFIUX's 4.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund | 6.04% | 6.05% | 6.08% | 5.94% | 5.14% | 4.02% | 5.13% | 5.50% | 5.58% | 4.94% | 5.07% | 4.38% |
PFIUX PIMCO Dynamic Bond Fund | 4.87% | 5.15% | 4.68% | 3.65% | 3.67% | 2.03% | 3.45% | 5.14% | 3.48% | 4.69% | 2.31% | 6.07% |
Drawdowns
HYZD vs. PFIUX - Drawdown Comparison
The maximum HYZD drawdown since its inception was -25.66%, which is greater than PFIUX's maximum drawdown of -10.67%. Use the drawdown chart below to compare losses from any high point for HYZD and PFIUX.
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Drawdown Indicators
| HYZD | PFIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.66% | -10.67% | -14.99% |
Max Drawdown (1Y)Largest decline over 1 year | -4.41% | -2.89% | -1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -8.97% | -10.67% | +1.70% |
Max Drawdown (10Y)Largest decline over 10 years | -25.66% | -10.67% | -14.99% |
Current DrawdownCurrent decline from peak | -0.84% | -2.22% | +1.38% |
Average DrawdownAverage peak-to-trough decline | -2.23% | -1.48% | -0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 0.74% | +0.02% |
Volatility
HYZD vs. PFIUX - Volatility Comparison
WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) has a higher volatility of 1.63% compared to PIMCO Dynamic Bond Fund (PFIUX) at 1.55%. This indicates that HYZD's price experiences larger fluctuations and is considered to be riskier than PFIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HYZD | PFIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.55% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.29% | 2.17% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.53% | 3.29% | +2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.69% | 2.89% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.68% | 2.81% | +5.87% |