RDIV vs. AGZD
RDIV (Invesco S&P Ultra Dividend Revenue ETF) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - RDIV is a Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index, while AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. Both are passively managed. Over the past 10 years, RDIV returned 11.03%/yr vs 3.26%/yr for AGZD. At a 0.08 correlation, their price movements are largely independent. RDIV charges 0.39%/yr vs 0.23%/yr for AGZD.
Performance
RDIV vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, RDIV achieves a 13.79% return, which is significantly higher than AGZD's 2.29% return. Over the past 10 years, RDIV has outperformed AGZD with an annualized return of 11.03%, while AGZD has yielded a comparatively lower 3.26% annualized return.
RDIV
- 1D
- 1.18%
- 1M
- 0.13%
- YTD
- 13.79%
- 6M
- 13.59%
- 1Y
- 28.68%
- 3Y*
- 19.82%
- 5Y*
- 11.36%
- 10Y*
- 11.03%
AGZD
- 1D
- -0.07%
- 1M
- 0.11%
- YTD
- 2.29%
- 6M
- 2.30%
- 1Y
- 5.52%
- 3Y*
- 5.79%
- 5Y*
- 4.33%
- 10Y*
- 3.26%
RDIV vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 13.79% | 12.36% | 15.17% | 4.66% | 7.16% | 29.12% | -9.31% | 22.62% | -4.78% | 11.63% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.29% | 4.35% | 6.64% | 7.15% | 1.17% | 0.69% | 0.31% | 4.65% | 0.18% | 2.62% |
Correlation
The correlation between RDIV 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 (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2013 | 0.08 |
The correlation between RDIV and AGZD shifts across timeframes, from -0.06 (1 year) to 0.09 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
RDIV vs. AGZD — Risk / Return Rank
RDIV
AGZD
RDIV vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) 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.
| RDIV | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.38 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 5.95 | 7.57 | -1.62 |
| Martin ratioReturn relative to average drawdown | 17.00 | 22.52 | -5.52 |
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Drawdowns
RDIV vs. AGZD - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, which is greater than AGZD's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for RDIV and AGZD.
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Drawdown Indicators
| RDIV | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.97% | -8.46% | -41.51% |
Max Drawdown (1Y)Largest decline over 1 year | -4.84% | -0.73% | -4.11% |
Max Drawdown (3Y)Largest decline over 3 years | -17.91% | -1.71% | -16.20% |
Max Drawdown (5Y)Largest decline over 5 years | -24.89% | -2.23% | -22.66% |
Max Drawdown (10Y)Largest decline over 10 years | -49.97% | -8.46% | -41.51% |
Current DrawdownCurrent decline from peak | -2.54% | -0.56% | -1.98% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -0.77% | -5.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 0.25% | +1.44% |
Volatility
RDIV vs. AGZD - Volatility Comparison
Invesco S&P Ultra Dividend Revenue ETF (RDIV) has a higher volatility of 4.58% compared to WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) at 1.15%. This indicates that RDIV'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
| RDIV | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 1.15% | +3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.01% | 2.08% | +6.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 2.84% | +10.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.48% | 3.60% | +13.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.89% | 3.72% | +18.17% |
RDIV vs. AGZD - Expense Ratio Comparison
RDIV has a 0.39% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
RDIV vs. AGZD - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 3.72%, 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% |
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.72% | 3.94% | 4.08% | 3.93% | 3.44% | 3.31% | 4.93% | 3.84% | 4.32% | 4.26% | 2.20% | 4.49% |
Frequently Asked Questions
RDIV 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.
RDIV has higher volatility (4.58%) compared to AGZD (1.15%). In terms of maximum drawdown, RDIV dropped -49.97% vs AGZD's -8.46%.
On 10-year performance, RDIV leads with 11.03% vs 3.26% for AGZD. On fees, AGZD is cheaper at 0.23% per year. On volatility, AGZD has been the lower-risk option at 1.15%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, RDIV has performed better with a 11.03% return vs 3.26%. 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 0.39% for RDIV.
AGZD has the higher dividend yield at 3.99%, compared with 3.72% for RDIV.
RDIV is categorized as Mid Cap Value Equities, while AGZD is Nontraditional Bonds. RDIV tracks S&P 900 Dividend Revenue-Weighted Index, while AGZD tracks Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. They also come from different issuers: Invesco and WisdomTree. Their fees differ too: 0.39% for RDIV and 0.23% for AGZD.
RDIV currently has the higher Sharpe Ratio (2.15 vs 1.96), 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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