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Upturn AI SWOT - About
WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD)
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Upturn Advisory Summary
08/14/2025: HYZD (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 9.48% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.3 | 52 Weeks Range 20.13 - 22.42 | Updated Date 06/29/2025 |
52 Weeks Range 20.13 - 22.42 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Interest Rate Hedged High Yield Bond Fund
ETF Overview
Overview
The WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) seeks to provide current income while hedging against rising interest rates. It invests in high yield corporate bonds and utilizes short positions in US Treasury futures to reduce interest rate exposure.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative, rules-based investment strategies.
Management Expertise
WisdomTree has a team of experienced investment professionals managing its ETF offerings.
Investment Objective
Goal
To generate current income while mitigating interest rate risk.
Investment Approach and Strategy
Strategy: HYZD employs a multi-strategy approach by investing in high-yield corporate bonds and using short positions in U.S. Treasury futures to hedge interest rate risk.
Composition The fund holds a portfolio of high-yield corporate bonds and uses short positions in U.S. Treasury futures.
Market Position
Market Share: HYZD's market share within the high-yield interest rate hedged bond ETF category is moderate, with several larger competitors.
Total Net Assets (AUM): 139500000
Competitors
Key Competitors
- ProShares High Yield Interest Rate Hedged (HYHG)
- Xtrackers High Yield Corporate Bond Interest Rate Hedge ETF (HYIH)
Competitive Landscape
The high-yield interest rate hedged bond ETF industry is relatively concentrated, with a few major players dominating the market. HYZD competes by offering a similar strategy, but its AUM is lower than its main competitor. HYZD differentiates itself with specific bond selection and hedging implementation, but it competes with similar hedging methodology to its rivals.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers. Example: 1yr - -3.2%, 3yr - 2.1%, 5yr - 1.8%.
Benchmark Comparison: Performance data should be compared to relevant high-yield bond indices and interest rate hedge benchmarks.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
HYZD exhibits a moderate average trading volume, reflecting average investor interest.
Bid-Ask Spread
The bid-ask spread for HYZD is generally tight, reflecting its relative liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate expectations, credit spreads, and corporate earnings influence HYZD's performance. The fund is also sensitive to Treasury futures market and derivative market movement.
Growth Trajectory
HYZD's growth depends on the demand for interest rate hedged high-yield bond products and its ability to attract assets. Strategies and holdings haven't had significant changes over the past year.
Moat and Competitive Advantages
Competitive Edge
HYZD offers a targeted approach to mitigating interest rate risk within a high-yield bond portfolio. WisdomTree's rules-based methodology aims to enhance risk-adjusted returns. The interest rate hedging strategy, if successful, can provide a competitive advantage during periods of rising rates. The fund is focused on providing current income.
Risk Analysis
Volatility
HYZD's volatility is influenced by the volatility of the underlying high-yield bonds and the effectiveness of the interest rate hedge.
Market Risk
HYZD is subject to credit risk associated with high-yield bonds and the risk that the interest rate hedge may not fully offset interest rate movements. The performance is also dependent on the underlying market's and bonds liquidity.
Investor Profile
Ideal Investor Profile
HYZD is suitable for investors seeking current income, with some protection against rising interest rates, and who understand the risks associated with high-yield bonds.
Market Risk
HYZD is suitable for long-term investors who want current income and are not extremely risk-averse.
Summary
The WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) is designed for investors looking for high current income, along with interest rate hedge in the High-Yield market. HYZD mitigates interest rate risk by shorting Treasury Futures. The fund invests in high-yield bonds which may not be suitable for the risk-averse investor. Market conditions and portfolio composition will influence the ETF's performance, so potential investors should evaluate their own risk tolerance. Despite a lower AUM compared to competitors, HYZD remains a valuable option for investors seeking this niche strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly.
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 High Yield Bond Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund"s total assets (exclusive of collateral held from securities lending) will be invested 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. The index is comprised of long and short positions. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.