AGZD vs VOO
AGZD vs VOO
WisdomTree Interest Rate Hedged US Aggregate Bond Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. AGZD offers more diversification with 1254 holdings.
Side-by-Side Comparison
| Metric | AGZD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.03% | |
| AUM | $133M | $979.0B | |
| Dividend Yield | 4.00% | 1.09% | |
| Holdings | 1,368 | 509 | |
| YTD Return | +2.87% | +13.11% | |
| 1Y Return | +5.24% | +22.88% | |
| 3Y Return (annualized) | +5.70% | +21.08% | |
| 5Y Return (annualized) | +4.36% | +13.26% | |
| Volatility (annualized) | 2.1% | 14.1% | |
| Max Drawdown | -13.1% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 18, 2013 | Sep 7, 2010 |
AGZD vs VOO Performance
WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AGZD returned +5.24% while VOO returned +22.88%. Year to date, AGZD is up 2.87% versus a gain of 13.11% for VOO.
Over three years, AGZD compounded at +5.70% per year against +21.08% for VOO; over five years the annualized figures are +4.36% and +13.26% respectively. Across the full 13-year window we track, VOO has the edge at +13.54% annualized vs +1.25%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.1% for AGZD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.1% for AGZD and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AGZD charges 0.23% per year while VOO charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period. On income, AGZD currently yields 4.00% against 1.09% for VOO.
Holdings Overlap
AGZD and VOO share 0 holdings out of 1759 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AGZD or VOO?
AGZD has an expense ratio of 0.23% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, AGZD or VOO?
Over the past year AGZD returned +5.24% vs +22.88% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), AGZD annualized +1.25% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, AGZD or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 2.1% for AGZD. Worst drawdown: AGZD -13.1% vs VOO -34.3%.
Should I hold both AGZD and VOO?
AGZD and VOO have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AGZD and VOO?
AGZD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1759 unique securities.
Which pays a higher dividend, AGZD or VOO?
AGZD yields 4.00% while VOO yields 1.09%, so AGZD currently pays the higher dividend yield.
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