TDSB vs. AGZD
TDSB (Cabana Target Drawdown 7 ETF) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - TDSB is a Tactical Allocation fund actively managed by Exchange Traded Concepts, while AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. TDSB is actively managed, while AGZD is passively managed. Over the past 5 years, TDSB returned 1.93%/yr vs 4.33%/yr for AGZD. At a correlation of -0.02, they often move in opposite directions. TDSB charges 0.69%/yr vs 0.23%/yr for AGZD.
Performance
TDSB vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, TDSB achieves a 3.51% return, which is significantly higher than AGZD's 2.35% return.
TDSB
- 1D
- -0.16%
- 1M
- -1.10%
- YTD
- 3.51%
- 6M
- 3.34%
- 1Y
- 13.33%
- 3Y*
- 8.59%
- 5Y*
- 1.93%
- 10Y*
- —
AGZD
- 1D
- 0.02%
- 1M
- 0.18%
- YTD
- 2.35%
- 6M
- 2.55%
- 1Y
- 5.50%
- 3Y*
- 5.81%
- 5Y*
- 4.33%
- 10Y*
- 3.27%
TDSB vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TDSB Cabana Target Drawdown 7 ETF | 3.51% | 12.95% | 3.56% | 4.71% | -16.83% | 8.44% | -1.46% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.35% | 4.35% | 6.64% | 7.15% | 1.17% | 0.69% | 0.92% |
Correlation
The correlation between TDSB and AGZD is -0.04, 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 | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2020 | -0.02 |
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Return for Risk
TDSB vs. AGZD — Risk / Return Rank
TDSB
AGZD
TDSB vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cabana Target Drawdown 7 ETF (TDSB) 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.
| TDSB | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.38 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 7.55 | -4.66 |
| Martin ratioReturn relative to average drawdown | 10.87 | 22.66 | -11.79 |
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Drawdowns
TDSB vs. AGZD - Drawdown Comparison
The maximum TDSB drawdown since its inception was -19.56%, which is greater than AGZD's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for TDSB and AGZD.
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Drawdown Indicators
| TDSB | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.56% | -8.46% | -11.10% |
Max Drawdown (1Y)Largest decline over 1 year | -4.64% | -0.73% | -3.91% |
Max Drawdown (3Y)Largest decline over 3 years | -6.84% | -1.71% | -5.13% |
Max Drawdown (5Y)Largest decline over 5 years | -19.56% | -2.23% | -17.33% |
Max Drawdown (10Y)Largest decline over 10 years | — | -8.46% | — |
Current DrawdownCurrent decline from peak | -1.88% | -0.49% | -1.39% |
Average DrawdownAverage peak-to-trough decline | -9.07% | -0.77% | -8.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.23% | 0.24% | +0.99% |
Volatility
TDSB vs. AGZD - Volatility Comparison
Cabana Target Drawdown 7 ETF (TDSB) has a higher volatility of 2.27% compared to WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) at 1.15%. This indicates that TDSB'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
| TDSB | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.27% | 1.15% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 5.37% | 2.08% | +3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.32% | 2.84% | +3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.36% | 3.60% | +3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.55% | 3.72% | +3.83% |
TDSB vs. AGZD - Expense Ratio Comparison
TDSB has a 0.69% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
TDSB vs. AGZD - Dividend Comparison
TDSB's dividend yield for the trailing twelve months is around 2.15%, less than AGZD's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 3.98% | 4.12% | 3.96% | 6.07% | 8.61% | 1.66% | 2.28% | 2.83% | 2.62% | 2.31% | 1.81% | 1.66% |
TDSB Cabana Target Drawdown 7 ETF | 2.15% | 1.93% | 3.50% | 2.77% | 1.81% | 1.75% | 0.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TDSB and AGZD have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TDSB has higher volatility (2.27%) compared to AGZD (1.15%). In terms of maximum drawdown, TDSB dropped -19.56% vs AGZD's -8.46%.
On 5-year performance, AGZD leads with 4.33% vs 1.93% for TDSB. 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 5-year period, AGZD has performed better with a 4.33% return vs 1.93%. 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 0.69% for TDSB.
AGZD has the higher dividend yield at 3.98%, compared with 2.15% for TDSB.
TDSB is categorized as Tactical Allocation, while AGZD is Nontraditional Bonds. They also come from different issuers: Exchange Traded Concepts and WisdomTree. Their fees differ too: 0.69% for TDSB and 0.23% for AGZD.
TDSB currently has the higher Sharpe Ratio (2.12 vs 1.95), 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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