UBEW vs. AGZD
UBEW (Roundhill UBER WeeklyPay ETF) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - UBEW is a Leveraged Equities fund actively managed by Roundhill, while AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. UBEW is actively managed, while AGZD is passively managed. Their -0.12 correlation means they have often moved in opposite directions in the past. UBEW charges 0.99%/yr vs 0.23%/yr for AGZD.
Performance
UBEW vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, UBEW achieves a -18.40% return, which is significantly lower than AGZD's 2.83% return.
UBEW
- 1D
- -0.02%
- 1M
- -6.79%
- 6M
- -16.16%
- YTD
- -18.40%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
AGZD
- 1D
- 0.24%
- 1M
- 0.50%
- 6M
- 2.10%
- YTD
- 2.83%
- 1Y
- 5.51%
- 3Y*
- 5.64%
- 5Y*
- 4.44%
- 10Y*
- 3.25%
- ALL TIME*
- 2.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.75M | $1.75M | $1.43M | |
| $64.73K | $104.09K | $137.20K |
UBEW vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UBEW Roundhill UBER WeeklyPay ETF | -18.40% | -16.62% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.83% | 0.91% |
Correlation
The correlation between UBEW and AGZD is -0.12, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 23, 2025 | -0.12 |
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Return for Risk
UBEW vs. AGZD — Risk / Return Rank
UBEW
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AGZD
UBEW vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill UBER WeeklyPay ETF (UBEW) 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.
| UBEW | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.39 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 7.43 | — |
| Martin ratioReturn relative to average drawdown | — | 21.25 | — |
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Drawdowns
UBEW vs. AGZD - Drawdown Comparison
The maximum UBEW drawdown since its inception was -41.53%, which is greater than AGZD's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for UBEW and AGZD.
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Drawdown Indicators
| UBEW | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.53% | -8.46% | -33.07% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.73% | — |
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 | -36.87% | -0.03% | -36.84% |
Average DrawdownAverage peak-to-trough decline | -26.92% | -0.77% | -26.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.26% | — |
Volatility
UBEW vs. AGZD - Volatility Comparison
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Volatility by Period
| UBEW | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.42% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.87% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 43.30% | 2.69% | +40.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.30% | 3.60% | +39.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.30% | 3.68% | +39.62% |
UBEW vs. AGZD - Expense Ratio Comparison
UBEW has a 0.99% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
UBEW vs. AGZD - Dividend Comparison
UBEW's dividend yield for the trailing twelve months is around 41.60%, more 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% |
UBEW Roundhill UBER WeeklyPay ETF | 41.60% | 8.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UBEW and AGZD have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGZD is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGZD is cheaper with a 0.23% expense ratio, compared with 0.99% for UBEW.
UBEW has the higher dividend yield at 41.60%, compared with 3.97% for AGZD.
UBEW is categorized as Leveraged Equities, while AGZD is Nontraditional Bonds. They also come from different issuers: Roundhill and WisdomTree. Their fees differ too: 0.99% for UBEW and 0.23% for AGZD.
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