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Upturn AI SWOT - About
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD)
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Upturn Advisory Summary
10/24/2025: AGZD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.51% | Avg. Invested days 181 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.12 | 52 Weeks Range 21.01 - 22.41 | Updated Date 06/30/2025 |
52 Weeks Range 21.01 - 22.41 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
ETF Overview
Overview
The WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) seeks to provide current income while maintaining exposure to the U.S. aggregate bond market by mitigating interest rate risk through hedging strategies. It focuses on broad fixed income exposure while neutralizing the impact of rising interest rates.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a reputation for innovative and factor-based investment strategies. They are considered reliable with a solid track record.
Management Expertise
WisdomTree has a dedicated investment team with expertise in fixed income and quantitative strategies, offering experience in managing interest rate risk.
Investment Objective
Goal
To provide current income while mitigating interest rate risk in a U.S. aggregate bond portfolio.
Investment Approach and Strategy
Strategy: The fund employs a hedging strategy to reduce the portfolio's sensitivity to changes in interest rates. This is achieved by shorting Treasury futures contracts.
Composition The fund primarily holds U.S. investment-grade bonds, mirroring the composition of the Bloomberg Barclays U.S. Aggregate Bond Index, along with derivatives for hedging.
Market Position
Market Share: AGZD has a moderate market share within the interest rate hedged bond ETF category.
Total Net Assets (AUM): 45970000
Competitors
Key Competitors
- ProShares Investment Grade Interest Rate Hedged (IGHG)
- iShares Interest Rate Hedged Corporate Bond ETF (LQDH)
- Simplify Interest Rate Hedge ETF (PFIX)
Competitive Landscape
The interest rate hedged bond ETF market is relatively concentrated. AGZD offers a broad aggregate bond market exposure, while some competitors focus on specific segments like corporate bonds. AGZD's advantage is its comprehensive hedging of the entire aggregate bond market, but it faces stiff competition from larger, more liquid ETFs like IGHG and LQDH.
Financial Performance
Historical Performance: Historical performance data is needed for a specific time period.
Benchmark Comparison: A benchmark comparison requires specific historical performance data.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is low, affecting ease of trading.
Bid-Ask Spread
The bid-ask spread is modest, reflecting limited liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation, interest rate expectations, and the Federal Reserve's monetary policy decisions significantly impact AGZD. Sector growth prospects are linked to the overall health of the fixed income market. Current market conditions including rising interest rates make this a useful product.
Growth Trajectory
Growth trends depend on investor appetite for interest rate hedging, adjustments to the hedging strategy may occur due to market volatility.
Moat and Competitive Advantages
Competitive Edge
AGZD's competitive edge lies in its comprehensive hedging of the entire U.S. aggregate bond market. This makes it suitable for investors seeking broad fixed-income exposure while mitigating interest rate risk. WisdomTree's established reputation and expertise in quantitative investing further support its position. It offers a transparent and rules-based approach to managing interest rate sensitivity in a portfolio.
Risk Analysis
Volatility
Historical volatility needs to be computed based on the ETF's price data.
Market Risk
AGZD is subject to market risk due to its underlying bond holdings. Interest rate risk is mitigated through hedging, but credit risk and liquidity risk remain.
Investor Profile
Ideal Investor Profile
The ideal investor for AGZD is one seeking current income, concerned about rising interest rates, and looking for a way to hedge their fixed income portfolio. Investors who are bearish on bonds but still want some fixed income exposure might consider this fund.
Market Risk
AGZD is suitable for both long-term investors seeking to reduce interest rate risk and active traders who wish to express a view on interest rate movements.
Summary
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund provides exposure to U.S. investment-grade bonds while using a hedging strategy to mitigate interest rate risk. It is designed for investors seeking income and protection from rising rates. Compared to other similar products, AGZD distinguishes itself by tracking the broad U.S. Aggregate Bond Index and provides potentially a more complete hedging solution. However, liquidity and relatively smaller AUM are potential constraints for certain investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Website
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions may change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to provide long exposure to the Bloomberg U.S. Aggregate Bond Index while seeking to manage interest rate risk through the use of short positions in U.S. Treasury securities. The fund normally invests at least 80% of its total assets in the constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. It is non-diversified.
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