TOLZ vs. AGZD
TOLZ (ProShares DJ Brookfield Global Infrastructure ETF) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - TOLZ is a Industrials Equities fund tracking the Dow Jones Brookfield Global Infrastructure Composite 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, TOLZ returned 7.75%/yr vs 3.15%/yr for AGZD. At a 0.06 correlation, their price movements are largely independent. TOLZ charges 0.46%/yr vs 0.23%/yr for AGZD.
Performance
TOLZ vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, TOLZ achieves a 11.31% return, which is significantly higher than AGZD's 2.22% return. Over the past 10 years, TOLZ has outperformed AGZD with an annualized return of 7.75%, while AGZD has yielded a comparatively lower 3.15% annualized return.
TOLZ
- 1D
- -0.10%
- 1M
- -1.82%
- YTD
- 11.31%
- 6M
- 11.51%
- 1Y
- 13.97%
- 3Y*
- 14.17%
- 5Y*
- 8.46%
- 10Y*
- 7.75%
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%
TOLZ vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 11.31% | 14.76% | 11.67% | 6.18% | -4.25% | 20.47% | -9.46% | 26.84% | -7.90% | 13.28% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.22% | 4.35% | 6.64% | 7.15% | 1.17% | 0.69% | 0.31% | 4.65% | 0.18% | 2.62% |
Correlation
The correlation between TOLZ and AGZD is -0.09, 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 | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 2014 | 0.06 |
The correlation between TOLZ and AGZD shifts across timeframes, from -0.09 (1 year) to 0.06 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TOLZ vs. AGZD — Risk / Return Rank
TOLZ
AGZD
TOLZ vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) 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.
| TOLZ | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.36 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 6.09 | -3.38 |
| Martin ratioReturn relative to average drawdown | 8.20 | 19.08 | -10.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TOLZ | AGZD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.83 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 1.21 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.85 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.64 | -0.23 |
Drawdowns
TOLZ vs. AGZD - Drawdown Comparison
The maximum TOLZ drawdown since its inception was -39.33%, which is greater than AGZD's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for TOLZ and AGZD.
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Drawdown Indicators
| TOLZ | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.33% | -8.46% | -30.87% |
Max Drawdown (1Y)Largest decline over 1 year | -5.18% | -0.87% | -4.31% |
Max Drawdown (3Y)Largest decline over 3 years | -11.94% | -1.71% | -10.23% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -2.23% | -19.62% |
Max Drawdown (10Y)Largest decline over 10 years | -39.33% | -8.46% | -30.87% |
Current DrawdownCurrent decline from peak | -3.13% | -0.39% | -2.74% |
Average DrawdownAverage peak-to-trough decline | -6.63% | -0.77% | -5.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 0.28% | +1.43% |
Volatility
TOLZ vs. AGZD - Volatility Comparison
ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) has a higher volatility of 3.37% compared to WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) at 1.03%. This indicates that TOLZ'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
| TOLZ | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 1.03% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.20% | 1.99% | +6.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.29% | 2.89% | +7.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.99% | 3.59% | +10.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 3.72% | +12.57% |
TOLZ vs. AGZD - Expense Ratio Comparison
TOLZ has a 0.46% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
TOLZ vs. AGZD - Dividend Comparison
TOLZ's dividend yield for the trailing twelve months is around 3.66%, 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% |
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 3.66% | 3.99% | 3.53% | 3.34% | 3.01% | 3.28% | 3.16% | 2.96% | 3.63% | 3.30% | 2.62% | 3.67% |
Frequently Asked Questions
TOLZ and AGZD have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TOLZ has higher volatility (3.37%) compared to AGZD (1.03%). In terms of maximum drawdown, TOLZ dropped -39.33% vs AGZD's -8.46%.
On 10-year performance, TOLZ leads with 7.75% vs 3.15% for AGZD. On fees, AGZD is cheaper at 0.23% per year. On volatility, AGZD has been the lower-risk option at 1.03%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, TOLZ has performed better with a 7.75% return vs 3.15%. 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 0.46% for TOLZ.
AGZD has the higher dividend yield at 3.99%, compared with 3.66% for TOLZ.
TOLZ is categorized as Industrials Equities, while AGZD is Nontraditional Bonds. TOLZ tracks Dow Jones Brookfield Global Infrastructure Composite Index, while AGZD tracks Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. They also come from different issuers: ProShares and WisdomTree. Their fees differ too: 0.46% for TOLZ and 0.23% for AGZD.
AGZD currently has the higher Sharpe Ratio (1.83 vs 1.36), 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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