Compare · 3 funds side by side · dividends reinvested

AGG, AGZD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,472AGZD · best of the three

02 / 04

AGG, AGZD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Interest Rate Hedged U.S. Aggregate Bond FundBonds & Cash · Core aggregate0.23%4.03%+3.4%+4.3%+5.8%+4.5%−0.6%2.5%$177M1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.8%+4.5%+3.9%0.0%0.2%$117B2.0

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.6%−0.3%+5.3%−0.1%−4.6%4.1%$139B2.4

Rank among the three1st → 3rdFee, 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: AGG 2003 · AGZD 2013 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$9,930

AGG

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M$12,472

$10,000 five years ago, dividends reinvested

AGGMeasureAGZD

−0.6%Year to dateJan 1 → Nov 3+3.4%

−0.3%1 yearTotal return+4.3%

+5.3%3 years · per year$10,000 became $11,667 · $11,830+5.8%

−0.1%5 years · per year$10,000 became $9,930 · $12,472+4.5%

0.03%Expense ratio$3 · $23 a year on $10k · lower is better0.23%

4.15%Trailing 12-mo yield$415 · $403 a year on $10k4.03%

−4.6%Worst dropSmaller is better−0.6%

4.1%VolatilityLower is calmer2.5%

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

2–6AGZD wins

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

More Ways to See the Pairs

AGG vs AGZD: Top 5 Holdings

Today

AGG

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AGG vs AGZD Returns, Every Period

iSharesAGG

−0.1%

5 years, per year

AGZDWisdomTree

+4.5%

5 years, per year

AGGAGZDFaded: behind in that period

0–4AGZD wins

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

AGG vs AGZD

YTD

iSharesAGG

−0.6%

AGZDWisdomTree

+3.4%

−0.6%Year to date+3.4%

−4.6%Worst drop · 1Y−0.6%

4.1%Volatility · 1Y2.5%

4.1%Yield4.0%

$139BAssets$177M

3–1AGZD wins

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

Cost, Income and Risk

Fees: AGG, AGZD, SGOV

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SGOV0.09%$9

AGZD0.23%$23

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

Yields: AGG, AGZD, SGOV

4.15%highest, AGG

FundTrailing yieldYield$10k

AGG4.15%$415

AGZD4.03%$403

SGOV3.63%$363

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

Income After Fees on $10,000

$412most kept, AGG

AGG$415 − $3 = $412

AGZD$403 − $23 = $380

SGOV$363 − $9 = $354

KeptFee

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

Overlap: AGG, AGZD, SGOV

Today

[…]holdings […]

AGGAGZDSGOV

AGG—[…][…]

AGZD[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+4.3%AGZD, at 2.5% volatility

SGOVWorst drop0.0%0.2% vol

AGZDWorst drop−0.6%2.5% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

AGGAGZD

−0.6%Year to date+3.4%

4.1%Yield4.0%

−0.3%Past year+4.3%

0.03%Fee0.23%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 3, 2026

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