QBF vs. AGZD
QBF (Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - QBF is a Blockchain fund actively managed by Innovator, while AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. QBF is actively managed, while AGZD is passively managed. Over the past year, QBF returned -42.28% vs 5.51% for AGZD. Their 0.00 correlation means their historical movements had little consistent relationship. QBF charges 0.79%/yr vs 0.23%/yr for AGZD.
Performance
QBF vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, QBF achieves a -27.43% return, which is significantly lower than AGZD's 2.74% return.
QBF
- 1D
- 0.45%
- 1M
- 3.01%
- 6M
- -19.69%
- YTD
- -27.43%
- 1Y
- -42.28%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -27.57%
AGZD
- 1D
- 0.07%
- 1M
- 0.41%
- 6M
- 2.28%
- YTD
- 2.74%
- 1Y
- 5.51%
- 3Y*
- 5.72%
- 5Y*
- 4.42%
- 10Y*
- 3.29%
- ALL TIME*
- 2.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.68M | $2.02M | $1.57M | |
| $61.34K | $84.88K | $133.05K |
QBF vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
QBF Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly | -27.43% | -14.76% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.74% | 3.81% |
Correlation
The correlation between QBF and AGZD is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.00 |
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Return for Risk
QBF vs. AGZD — Risk / Return Rank
QBF
AGZD
QBF vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly (QBF) 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.
| QBF | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.62 | ||
| Sortino ratioReturn per unit of downside risk | -5.42 | ||
| Omega ratioGain probability vs. loss probability | 0.74 | 1.40 | -0.66 |
| Calmar ratioReturn relative to maximum drawdown | -0.87 | 7.56 | -8.43 |
| Martin ratioReturn relative to average drawdown | -1.39 | 21.60 | -22.99 |
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Drawdowns
QBF vs. AGZD - Drawdown Comparison
The maximum QBF drawdown since its inception was -48.71%, which is greater than AGZD's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for QBF and AGZD.
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Drawdown Indicators
| QBF | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.71% | -8.46% | -40.25% |
Max Drawdown (1Y)Largest decline over 1 year | -48.71% | -0.73% | -47.98% |
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 | -45.76% | -0.12% | -45.64% |
Average DrawdownAverage peak-to-trough decline | -20.02% | -0.77% | -19.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.54% | 0.26% | +30.28% |
Volatility
QBF vs. AGZD - Volatility Comparison
Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly (QBF) has a higher volatility of 5.79% compared to WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) at 0.44%. This indicates that QBF'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
| QBF | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.79% | 0.44% | +5.35% |
Volatility (6M)Calculated over the trailing 6-month period | 19.12% | 1.87% | +17.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.19% | 2.69% | +24.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.64% | 3.60% | +25.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.64% | 3.68% | +24.96% |
QBF vs. AGZD - Expense Ratio Comparison
QBF has a 0.79% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
QBF vs. AGZD - Dividend Comparison
QBF's dividend yield for the trailing twelve months is around 1.90%, less than AGZD's 3.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 3.97% | 4.12% | 3.96% | 6.07% | 8.61% | 1.66% | 2.28% | 2.83% | 2.62% | 2.31% | 1.81% | 1.66% |
QBF Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly | 1.90% | 1.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
QBF 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.
QBF has higher volatility (5.79%) compared to AGZD (0.44%). In terms of maximum drawdown, QBF dropped -48.71% vs AGZD's -8.46%.
On 1-year performance, AGZD leads with 5.51% vs -42.28% for QBF. On fees, AGZD is cheaper at 0.23% per year. On volatility, AGZD has been the lower-risk option at 0.44%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, AGZD has performed better with a 5.51% return vs -42.28%. 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 0.79% for QBF.
AGZD has the higher dividend yield at 3.97%, compared with 1.90% for QBF.
QBF is categorized as Blockchain, while AGZD is Nontraditional Bonds. They also come from different issuers: Innovator and WisdomTree. Their fees differ too: 0.79% for QBF and 0.23% for AGZD.
AGZD currently has the higher Sharpe Ratio (2.06 vs -1.56), 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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