UITB vs. AGZD
Compare and contrast key facts about VictoryShares Core Intermediate Bond ETF (UITB) and WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD).
UITB and AGZD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UITB is an actively managed fund by Victory Capital. It was launched on Oct 24, 2017. AGZD is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. It was launched on Dec 18, 2013.
Performance
UITB vs. AGZD - Performance Comparison
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UITB vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UITB VictoryShares Core Intermediate Bond ETF | -0.02% | 7.32% | 1.81% | 6.49% | -12.23% | -0.88% | 7.99% | 11.40% | -1.31% | 0.99% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 1.07% | 4.35% | 6.64% | 7.15% | 1.17% | 0.69% | 0.31% | 4.65% | 0.18% | 0.95% |
Returns By Period
In the year-to-date period, UITB achieves a -0.02% return, which is significantly lower than AGZD's 1.07% return.
UITB
- 1D
- -0.05%
- 1M
- -1.39%
- YTD
- -0.02%
- 6M
- 0.72%
- 1Y
- 4.05%
- 3Y*
- 4.11%
- 5Y*
- 0.73%
- 10Y*
- —
AGZD
- 1D
- -0.17%
- 1M
- 0.89%
- YTD
- 1.07%
- 6M
- 2.46%
- 1Y
- 5.39%
- 3Y*
- 6.07%
- 5Y*
- 4.09%
- 10Y*
- 3.11%
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UITB vs. AGZD - Expense Ratio Comparison
UITB has a 0.38% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Return for Risk
UITB vs. AGZD — Risk / Return Rank
UITB
AGZD
UITB vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Intermediate Bond ETF (UITB) 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.
| UITB | AGZD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.58 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.43 | 2.36 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.32 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 4.31 | -2.63 |
Martin ratioReturn relative to average drawdown | 4.79 | 14.52 | -9.73 |
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
| UITB | AGZD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.58 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 1.15 | -1.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.63 | -0.16 |
Correlation
The correlation between UITB and AGZD is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
UITB vs. AGZD - Dividend Comparison
UITB's dividend yield for the trailing twelve months is around 4.10%, which matches AGZD's 4.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UITB VictoryShares Core Intermediate Bond ETF | 4.10% | 4.04% | 3.89% | 3.14% | 2.32% | 1.95% | 2.79% | 3.01% | 2.99% | 0.50% | 0.00% | 0.00% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 4.07% | 4.12% | 3.96% | 6.07% | 8.61% | 1.66% | 2.28% | 2.83% | 2.62% | 2.31% | 1.81% | 1.66% |
Drawdowns
UITB vs. AGZD - Drawdown Comparison
The maximum UITB drawdown since its inception was -17.02%, which is greater than AGZD's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for UITB and AGZD.
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Drawdown Indicators
| UITB | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.02% | -8.46% | -8.56% |
Max Drawdown (1Y)Largest decline over 1 year | -2.56% | -1.14% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -17.02% | -2.23% | -14.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -8.46% | — |
Current DrawdownCurrent decline from peak | -1.80% | -0.17% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -4.40% | -0.78% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.34% | +0.56% |
Volatility
UITB vs. AGZD - Volatility Comparison
VictoryShares Core Intermediate Bond ETF (UITB) has a higher volatility of 1.55% compared to WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) at 0.74%. This indicates that UITB'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
| UITB | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 0.74% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 2.44% | 2.06% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 3.47% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.63% | 3.56% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.00% | 3.79% | +1.21% |