USAF vs. AGZD
USAF (Atlas America Fund) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - USAF is a Diversified Portfolio fund actively managed by Atlas, while AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. USAF is actively managed, while AGZD is passively managed. Over the past year, USAF returned 6.07% vs 5.26% for AGZD. At a correlation of -0.05, they often move in opposite directions. USAF charges 0.89%/yr vs 0.23%/yr for AGZD.
Performance
USAF vs. AGZD - Performance Comparison
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Returns By Period
In the year-to-date period, USAF achieves a 2.08% return, which is significantly lower than AGZD's 2.22% return.
USAF
- 1D
- -0.37%
- 1M
- -0.68%
- YTD
- 2.08%
- 6M
- 2.69%
- 1Y
- 6.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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%
USAF vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
USAF Atlas America Fund | 2.08% | 9.09% | 0.23% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.22% | 4.35% | 0.82% |
Correlation
The correlation between USAF 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 (All Time) Calculated using the full available price history since Nov 21, 2024 | -0.05 |
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Return for Risk
USAF vs. AGZD — Risk / Return Rank
USAF
AGZD
USAF vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Atlas America Fund (USAF) 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.
| USAF | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.36 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 6.09 | -4.72 |
| Martin ratioReturn relative to average drawdown | 3.27 | 19.08 | -15.81 |
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
| USAF | AGZD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.83 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.21 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.64 | +0.68 |
Drawdowns
USAF vs. AGZD - Drawdown Comparison
The maximum USAF drawdown since its inception was -4.46%, smaller than the maximum AGZD drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for USAF and AGZD.
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Drawdown Indicators
| USAF | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.46% | -8.46% | +4.00% |
Max Drawdown (1Y)Largest decline over 1 year | -4.46% | -0.87% | -3.59% |
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 | -3.41% | -0.39% | -3.02% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -0.77% | -0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 0.28% | +1.58% |
Volatility
USAF vs. AGZD - Volatility Comparison
Atlas America Fund (USAF) and WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) have volatilities of 1.08% and 1.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USAF | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 1.03% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 4.74% | 1.99% | +2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.00% | 2.89% | +3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.69% | 3.59% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.69% | 3.72% | +1.97% |
USAF vs. AGZD - Expense Ratio Comparison
USAF has a 0.89% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
USAF vs. AGZD - Dividend Comparison
USAF's dividend yield for the trailing twelve months is around 2.45%, 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% |
USAF Atlas America Fund | 2.45% | 2.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
USAF 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.
USAF has higher volatility (1.08%) compared to AGZD (1.03%). In terms of maximum drawdown, USAF dropped -4.46% vs AGZD's -8.46%.
On 1-year performance, USAF leads with 6.07% vs 5.26% for AGZD. On fees, AGZD is cheaper at 0.23% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, USAF has performed better with a 6.07% return vs 5.26%. 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 0.89% for USAF.
AGZD has the higher dividend yield at 3.99%, compared with 2.45% for USAF.
USAF is categorized as Diversified Portfolio, while AGZD is Nontraditional Bonds. They also come from different issuers: Atlas and WisdomTree. Their fees differ too: 0.89% for USAF and 0.23% for AGZD.
AGZD currently has the higher Sharpe Ratio (1.83 vs 1.02), 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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