RMIF vs. AGZD
RMIF (LHA Risk-Managed Income ETF) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - RMIF is a Multisector Bonds fund actively managed by Little Harbor Advisors, while AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. RMIF is actively managed, while AGZD is passively managed. Over the past 3 years, RMIF returned 4.86%/yr vs 5.78%/yr for AGZD. At a 0.02 correlation, their price movements are largely independent. RMIF charges 1.38%/yr vs 0.23%/yr for AGZD.
Performance
RMIF vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, RMIF achieves a -0.77% return, which is significantly lower than AGZD's 2.26% return.
RMIF
- 1D
- 0.00%
- 1M
- 0.33%
- YTD
- -0.77%
- 6M
- -0.76%
- 1Y
- 2.56%
- 3Y*
- 4.86%
- 5Y*
- —
- 10Y*
- —
AGZD
- 1D
- -0.02%
- 1M
- 0.09%
- YTD
- 2.26%
- 6M
- 2.23%
- 1Y
- 5.68%
- 3Y*
- 5.78%
- 5Y*
- 4.31%
- 10Y*
- 3.26%
RMIF vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RMIF LHA Risk-Managed Income ETF | -0.77% | 4.36% | 7.00% | 4.09% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.26% | 4.35% | 6.64% | 4.74% |
Correlation
The correlation between RMIF 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 (All Time) Calculated using the full available price history since Jun 9, 2023 | 0.02 |
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Return for Risk
RMIF vs. AGZD — Risk / Return Rank
RMIF
AGZD
RMIF vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LHA Risk-Managed Income ETF (RMIF) 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.
| RMIF | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.39 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.09 | 7.80 | -6.71 |
| Martin ratioReturn relative to average drawdown | 2.83 | 22.95 | -20.12 |
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Drawdowns
RMIF vs. AGZD - Drawdown Comparison
The maximum RMIF drawdown since its inception was -3.01%, smaller than the maximum AGZD drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for RMIF and AGZD.
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Drawdown Indicators
| RMIF | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.01% | -8.46% | +5.45% |
Max Drawdown (1Y)Largest decline over 1 year | -2.37% | -0.73% | -1.64% |
Max Drawdown (3Y)Largest decline over 3 years | -3.01% | -1.71% | -1.30% |
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 | -1.23% | -0.58% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -0.40% | -0.77% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.25% | +0.66% |
Volatility
RMIF vs. AGZD - Volatility Comparison
The current volatility for LHA Risk-Managed Income ETF (RMIF) is 0.62%, while WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) has a volatility of 1.14%. This indicates that RMIF experiences smaller price fluctuations and is considered to be less risky 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
| RMIF | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.62% | 1.14% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 2.00% | 2.03% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.64% | 2.83% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.59% | 3.60% | -1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.59% | 3.72% | -1.13% |
RMIF vs. AGZD - Expense Ratio Comparison
RMIF has a 1.38% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
RMIF vs. AGZD - Dividend Comparison
RMIF's dividend yield for the trailing twelve months is around 5.29%, more 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% |
RMIF LHA Risk-Managed Income ETF | 5.29% | 5.70% | 6.61% | 3.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RMIF 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.
AGZD has higher volatility (1.14%) compared to RMIF (0.62%). In terms of maximum drawdown, RMIF dropped -3.01% vs AGZD's -8.46%.
On 3-year performance, AGZD leads with 5.78% vs 4.86% for RMIF. On fees, AGZD is cheaper at 0.23% per year. On volatility, RMIF has been the lower-risk option at 0.62%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AGZD has performed better with a 5.78% return vs 4.86%. 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 1.38% for RMIF.
RMIF has the higher dividend yield at 5.29%, compared with 3.99% for AGZD.
RMIF is categorized as Multisector Bonds, while AGZD is Nontraditional Bonds. They also come from different issuers: Little Harbor Advisors and WisdomTree. Their fees differ too: 1.38% for RMIF and 0.23% for AGZD.
AGZD currently has the higher Sharpe Ratio (2.02 vs 0.97), 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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