Compare · 2 funds side by side · dividends reinvested

HYZD and HYG

HYZDWisdomTree×HYGiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,373HYZD · best of the two

02 / 04

HYZD and HYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Interest Rate Hedged High Yield Bond FundBonds & Cash · High yield0.43%5.90%+3.6%+5.0%+8.4%+6.0%−1.9%3.1%$306M1.3

iShares iBoxx $ High Yield Corporate Bond ETFBonds & Cash · High yield0.49%6.09%+0.3%+1.6%+8.5%+3.4%−2.9%3.8%$17.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: HYZD 2013 · HYG 2007

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Interest Rate Hedged High Yield Bond Fund · $306M$13,373

HYZD

HYG

iShares iBoxx $ High Yield Corporate Bond ETF · $17.7B$11,794

$10,000 five years ago, dividends reinvested

HYZDMeasureHYG

+3.6%Year to dateJan 1 → Nov 3+0.3%

+5.0%1 yearTotal return+1.6%

+8.4%3 years · per year$10,000 became $12,738 · $12,768+8.5%

+6.0%5 years · per year$10,000 became $13,373 · $11,794+3.4%

0.43%Expense ratio$43 · $49 a year on $10k · lower is better0.49%

5.90%Trailing 12-mo yield$590 · $609 a year on $10k6.09%

−1.9%Worst dropSmaller is better−2.9%

3.1%VolatilityLower is calmer3.8%

HYZDHYG Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2HYZD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HYZD vs HYG: Top 5 Holdings

Today

HYZD

[…]in top 5

HYG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

HYZD vs HYG Returns, Every Period

WisdomTreeHYZD

+6.0%

5 years, per year

HYGiShares

+3.4%

5 years, per year

HYZDHYGFaded: behind in that period

3–1HYZD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HYZD vs HYG

YTD

WisdomTreeHYZD

+3.6%

HYGiShares

+0.3%

+3.6%Year to date+0.3%

−1.9%Worst drop · 1Y−2.9%

3.1%Volatility · 1Y3.8%

5.9%Yield6.1%

$306MAssets$17.7B

3–1HYZD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HYZD, HYG

Today

0.43%lowest, HYZD

FundExpense ratioFee$10k

HYZD0.43%$43

HYG0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HYZD, HYG

6.09%highest, HYG

FundTrailing yieldYield$10k

HYG6.09%$609

HYZD5.90%$590

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$560most kept, HYG

HYG$609 − $49 = $560

HYZD$590 − $43 = $547

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HYZD, HYG

Today

[…]holdings […]

HYZDHYG

HYZD—[…]

HYG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.0%HYZD, at 3.1% volatility

HYZDWorst drop−1.9%3.1% vol

HYGWorst drop−2.9%3.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

HYGHYZD

+0.3%Year to date+3.6%

6.1%Yield5.9%

+1.6%Past year+5.0%

0.49%Fee0.43%

3–1HYZD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026