WisdomTreeNontraditional BondHYZD · Nasdaq

WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD)

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Price: $22.61; —11 Sept 2026
Assets: $294M; Total net assets
Expense ratio: 0.43%; Category 1.43%
Yield: 5.81%; Trailing distributions

1Y return: 6.3%+3.0%; Category 3.3%
3Y CAGR: 8.4%+2.1%; Category 6.3%
5Y CAGR: 6.2%+1.6%; Category 4.6%

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WisdomTree Interest Rate Hedged High Yield Bond Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	+0.4%	+1.5%	+4.7%	+4.3%	+6.3%	+8.4%	+6.2%	+5.2%	+4.3%
Nontraditional Bond average	-0.3%	-0.0%	2.2%	1.9%	3.3%	6.3%	4.6%	4.7%	3.1%
Difference	+0.8%	+1.5%	+2.5%	+2.4%	+3.0%	+2.1%	+1.6%	+0.5%	+1.2%

Holdings

Allocation as last published by the fund.

Sector allocation

Share of the equity the fund holds.

Energy100.0%

Asset mix

Bonds97.3%
Stocks2.1%
Cash0.6%

Credit quality

Share of the bonds by rating.

US government1.0%
AA0.7%
BBB10.8%
BB59.6%
B24.6%
Below B4.3%
Other0.1%

ETF details

Issuer: WisdomTree
Category: Fixed Income · Nontraditional Bond
Ticker: HYZD
Exchange: Nasdaq
Inception: 18 Dec 2013 (12.7 years)
Structure: Exchange Traded Fund
Expense ratio: 0.43% (category 1.43%)
Holdings turnover: 61% (category 251%)
Distribution yield: 5.81%
Beta, 3 years: 0.20
Total net assets: $294M
Average duration: 6.20 years
Average maturity: 9.88 years

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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