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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)
$2,587,149
AUM
$230,758,989
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

n/a
G2SF 2 4/05
0.59%
n/a
FNCL 3 4/09
0.37%
n/a
FN FM3162 3% 11/1/2046
-0.00%
n/a
FNMA AS8056 3% 10/1/2046
-0.00%
n/a
FN MA4120 2.5% 9/1/2050
-0.00%
n/a
FN BQ1161 2.5% 8/1/2050
-0.00%
n/a
FN AT2724 3% 5/1/2043
-0.00%
n/a
Euro Currency
-0.00%
n/a
FN AL4643 4% 7/1/2026
-0.01%
MS4938172
Morgan Stanley 2.699% 1/22/2031
-0.01%
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 DFLV, GFEB, FPEI

AGZD
WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
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GFEB
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FPEI
First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
FLTR
VanEck ETF Trust - VanEck IG Floating Rate ETF
VRP
Invesco Capital Management LLC - Invesco Variable Rate Preferred ETF
KMLM
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PREF
Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
SURI
Simplify Exchange Traded Funds - Simplify Propel Opportunities ETF
DBMF
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FVC
First Trust Exchange-Traded Fund III - First Trust Dorsey Wright Dynamic Focus 5 ETF

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

#OPUS-8

Opus-8

Category

Opus

Risk Rating

Conservative

#OPUS-12

Opus-12

Category

Opus

Risk Rating

Moderate

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 -0.0096%. This is the percent change in the value of AGZD over the most recent 1-month period. The 3-month return on AGZD is 0.004%. 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 0.0693%. 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 BIV, MINT, and BLV.

ETFs correlated to AGZD include DFLV, GFEB, and FPEI.

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

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.