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HYZD
+0.14 · +0.64%
$22.59 · NASDAQ

WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) ETF Analysis | Nontraditional Bond

WisdomTree · United States
AUM:$217.6M
#– of – in Nontraditional Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.43% — moderate cost. Consider how fees compound over long holding periods.

What is HYZD?

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.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
HYZD returned 6.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.43%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 28.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$217.6M
Expense Ratio0.43%
Dividend Yield6.03%
Holdings3
Inception DateDec 2013
DomicileUnited States
DistributionNA
Index–
ProviderWisdomTree
Beta0.14
CategoryNontraditional Bond
CurrencyUSD
Portfolio Impact

How would HYZD affect your portfolio?

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.7%
1Y
+4.4%
3Y
+24.6%
5Y
+32.5%
OpenBook InsightIf you had invested £10,000 in HYZD 5 years ago, it would have grown to £13,246 — a gain of £3,246.

Annual Returns

Calendar year performance

HYZD delivered positive returns in 4 of the last 5 calendar years.
YearHYZD
2026 YTD+1.7%
2025+7.4%
2024+9.4%
2023+11.3%
2022-2.5%
CAGR 4yr+6.3%
4/5 positive yearsAvg return: +5.5%Worst year: -2.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
100%
Positive
Volatility
2.5%
Low
Momentum
-0.1%
30-day change
Support Level
22.60
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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