AGZD vs VXUS
AGZD vs VXUS
WisdomTree Interest Rate Hedged US Aggregate Bond Fund vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | AGZD | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.05% | |
| AUM | $133M | $156.5B | |
| Dividend Yield | 4.00% | 2.60% | |
| Holdings | 1,368 | 8,747 | |
| YTD Return | +2.85% | +13.57% | |
| 1Y Return | +5.51% | +28.78% | |
| 3Y Return (annualized) | +5.71% | +18.63% | |
| 5Y Return (annualized) | +4.38% | +9.05% | |
| Volatility (annualized) | 2.1% | 15.1% | |
| Max Drawdown | -13.1% | -39.9% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 18, 2013 | Jan 26, 2011 |
AGZD vs VXUS Performance
WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) is a ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AGZD returned +5.51% while VXUS returned +28.78%. Year to date, AGZD is up 2.85% versus a gain of 13.57% for VXUS.
Over three years, AGZD compounded at +5.71% per year against +18.63% for VXUS; over five years the annualized figures are +4.38% and +9.05% respectively. Across the full 13-year window we track, VXUS has the edge at +4.80% annualized vs +1.25%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AGZD charges 0.23% per year while VXUS charges 0.05%. On a $10,000 position that is $23 vs $5 annually, a gap of $18 per year that compounds over a long holding period. On income, AGZD currently yields 4.00% against 2.60% for VXUS.
Holdings Overlap
AGZD and VXUS share 0 holdings out of 9114 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 VXUS?
AGZD has an expense ratio of 0.23% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $18 per year of difference.
Which performed better, AGZD or VXUS?
Over the past year AGZD returned +5.51% vs +28.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (13 years), AGZD annualized +1.25% vs +4.80% for VXUS. Past performance does not guarantee future results.
Which is riskier, AGZD or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 2.1% for AGZD. Worst drawdown: AGZD -13.1% vs VXUS -39.9%.
Should I hold both AGZD and VXUS?
AGZD and VXUS have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AGZD and VXUS?
AGZD and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 9114 unique securities.
Which pays a higher dividend, AGZD or VXUS?
AGZD yields 4.00% while VXUS yields 2.60%, so AGZD currently pays the higher dividend yield.
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