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ETFs

WisdomTree Trust WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

AGZD
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Dec 18 2013
Expense Ratio
0.23%
Type
US Bonds
Fund Owner
Wisdom Tree
Volume (1m avg. daily)
$1,310,748
AUM
$210,660,670
Associated Index
Bloomberg Rate Hedged U.S. Aggregate Bond Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

FVU3
US 5Yr Note (CBT) Futr Sept23
456.85%
UXYU3
US 10Yr Ultra Note (CBT) Futr Sept23
280.83%
TUU3
US 2Yr Note (CBT) Futr Sept23
202.76%
WNU3
CME Ultra LT US Bond (CBT) Futr Sept23
66.30%
n/a
FNCL 3 6/18
0.57%
n/a
FNCL 3 7/18
0.28%
n/a
GNMA 2.5% 6/18
0.28%
n/a
FNMA 2% 6/18
0.19%
n/a
FNCL 1.5 6/13
0.17%
n/a
G2SF 3.5 6/07
0.10%
Invest with AGZD

What is AGZD?

The WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund* seeks to track the price and yield performance, before fees and expenses, of the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. Utilizes an Institutional style approach that combines a long position in bonds representative of the Bloomberg U.S. Aggregate Bond Index with a short position in Treasury securities to target zero duration.

ETFs related toAGZD

ETFs correlated to AGZD include BSVO, GAPR, MDLV

AGZD
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
BSVO
EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
GAPR
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - April
MDLV
EA Series Trust - Morgan Dempsey Large Cap Value ETF
MAYW
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 May ETF
USCA
DBX ETF Trust - Xtrackers MSCI USA Climate Action Equity ETF
DFLV
Dimensional ETF Trust - Dimensional US Large Cap Value ETF
PRFD
Pimco Exchange Traded Fund - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toAGZD

#SPYMIN

SPY minimum drawdown

Category

Community

Risk Rating

Aggressive

#LSBH

Hedgefundies Refined: Leveraged Stocks and Bonds with a Hedge

Category

Balance Risk Not Assets, Lever Up, Composer's Picks, Leverage: High Risk, High Reward

Risk Rating

Aggressive

Create your own algorithmic trading strategy with AGZD using Composer

FAQ

AGZD is a US Bonds ETF. The WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund* seeks to track the price and yield performance, before fees and expenses, of the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. Utilizes an Institutional style approach that combines a long position in bonds representative of the Bloomberg U.S. Aggregate Bond Index with a short position in Treasury securities to target zero duration.

AGZD tracks the Bloomberg Rate Hedged U.S. Aggregate Bond Index.

No, AGZD is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, AGZD is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on AGZD is 0.0111%. This is the percent change in the value of AGZD over the most recent 1-month period. The 3-month return on AGZD is 0.0095%. This is the percent change in the value of AGZD over the most recent 3-month period.

The standard deviation of AGZD for the past year is 0.0689%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to AGZD include BND, MINT, and BIV.

ETFs correlated to AGZD include BSVO, GAPR, and MDLV.

ETFs that are inversely correlated to AGZD include XBIL, TUA, and OBIL.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.