JFLX vs. AGZD
JFLX (JPMorgan Flexible Debt ETF) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both Nontraditional Bonds funds. JFLX is actively managed, while AGZD is passively managed. At a 0.06 correlation, their price movements are largely independent. JFLX charges 0.45%/yr vs 0.23%/yr for AGZD.
Performance
JFLX vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, JFLX achieves a 1.82% return, which is significantly lower than AGZD's 2.22% return.
JFLX
- 1D
- -0.06%
- 1M
- 0.87%
- YTD
- 1.82%
- 6M
- 2.04%
- 1Y
- —
- 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%
JFLX vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JFLX JPMorgan Flexible Debt ETF | 1.82% | 1.26% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.22% | 1.15% |
Correlation
The correlation between JFLX and AGZD is 0.06, 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 Sep 30, 2025 | 0.06 |
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Return for Risk
JFLX vs. AGZD — Risk / Return Rank
JFLX
AGZD
JFLX vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Flexible Debt ETF (JFLX) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| JFLX | AGZD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.83 | — |
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 | 1.79 | 0.64 | +1.15 |
Drawdowns
JFLX vs. AGZD - Drawdown Comparison
The maximum JFLX drawdown since its inception was -2.36%, smaller than the maximum AGZD drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for JFLX and AGZD.
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Drawdown Indicators
| JFLX | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.36% | -8.46% | +6.10% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.87% | — |
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 | -0.14% | -0.39% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -0.40% | -0.77% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.28% | — |
Volatility
JFLX vs. AGZD - Volatility Comparison
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Volatility by Period
| JFLX | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.03% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.99% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.59% | 2.89% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.59% | 3.59% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.59% | 3.72% | -1.13% |
JFLX vs. AGZD - Expense Ratio Comparison
JFLX has a 0.45% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
JFLX vs. AGZD - Dividend Comparison
JFLX's dividend yield for the trailing twelve months is around 3.28%, 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% |
JFLX JPMorgan Flexible Debt ETF | 3.28% | 1.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JFLX and AGZD have a correlation of 0.06, 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 0.45% for JFLX.
AGZD has the higher dividend yield at 3.99%, compared with 3.28% for JFLX.
They also come from different issuers: JPMorgan and WisdomTree. Their fees differ too: 0.45% for JFLX and 0.23% for AGZD.
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