Compare · 2 funds side by side · dividends reinvested

AGGY and AGZD

AGGYWisdomTree×AGZDWisdomTree×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,497AGZD · best of the two

02 / 04

AGGY and AGZD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Interest Rate Hedged U.S. Aggregate Bond FundBonds & Cash · Core aggregate0.23%4.02%+3.8%+4.7%+5.7%+4.6%−0.6%2.5%$177M1.3

WisdomTree Yield Enhanced U.S. Aggregate Bond FundBonds & Cash · Core aggregate0.12%4.78%−0.5%−0.2%+5.2%−0.2%−5.1%4.5%$898M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: AGGY 2015 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · $898M$9,897

AGGY

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M$12,497

$10,000 five years ago, dividends reinvested

AGGYMeasureAGZD

−0.5%Year to dateJan 1 → Nov 9+3.8%

−0.2%1 yearTotal return+4.7%

+5.2%3 years · per year$10,000 became $11,646 · $11,798+5.7%

−0.2%5 years · per year$10,000 became $9,897 · $12,497+4.6%

0.12%Expense ratio$12 · $23 a year on $10k · lower is better0.23%

4.78%Trailing 12-mo yield$478 · $402 a year on $10k4.02%

−5.1%Worst dropSmaller is better−0.6%

4.5%VolatilityLower is calmer2.5%

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

2–6AGZD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AGGY vs AGZD: Top 5 Holdings

Today

AGGY

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

AGGY vs AGZD Returns, Every Period

WisdomTreeAGGY

−0.2%

5 years, per year

AGZDWisdomTree

+4.6%

5 years, per year

AGGYAGZDFaded: behind in that period

0–4AGZD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AGGY vs AGZD

YTD

WisdomTreeAGGY

−0.5%

AGZDWisdomTree

+3.8%

−0.5%Year to date+3.8%

−5.1%Worst drop · 1Y−0.6%

4.5%Volatility · 1Y2.5%

4.8%Yield4.0%

$898MAssets$177M

3–1AGZD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AGGY, AGZD

Today

0.12%lowest, AGGY

FundExpense ratioFee$10k

AGGY0.12%$12

AGZD0.23%$23

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AGGY, AGZD

4.78%highest, AGGY

FundTrailing yieldYield$10k

AGGY4.78%$478

AGZD4.02%$402

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$466most kept, AGGY

AGGY$478 − $12 = $466

AGZD$402 − $23 = $379

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AGGY, AGZD

Today

[…]holdings […]

AGGYAGZD

AGGY—[…]

AGZD[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.7%AGZD, at 2.5% volatility

AGZDWorst drop−0.6%2.5% vol

AGGYWorst drop−5.1%4.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AGGYAGZD

−0.5%Year to date+3.8%

4.8%Yield4.0%

−0.2%Past year+4.7%

0.12%Fee0.23%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026