Compare · 2 funds side by side · dividends reinvested

AGGY and BIV

AGGYWisdomTree×BIVVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,079BIV · best of the two

02 / 04

AGGY and BIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Yield Enhanced U.S. Aggregate Bond FundBonds & Cash · Core aggregate0.12%4.78%−0.5%+0.2%+5.4%−0.2%−5.1%4.5%$892M1.5

Vanguard Intermediate-Term Bond ETFBonds & Cash · Core aggregate0.03%4.46%−0.9%+0.0%+5.5%+0.2%−5.4%4.3%$28.1B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: AGGY 2015 · BIV 2007

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · $892M$9,885

AGGY

BIV

Vanguard Intermediate-Term Bond ETF · $28.1B$10,079

$10,000 five years ago, dividends reinvested

AGGYMeasureBIV

−0.5%Year to dateJan 1 → Nov 6−0.9%

+0.2%1 yearTotal return+0.0%

+5.4%3 years · per year$10,000 became $11,721 · $11,734+5.5%

−0.2%5 years · per year$10,000 became $9,885 · $10,079+0.2%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

4.78%Trailing 12-mo yield$478 · $446 a year on $10k4.46%

−5.1%Worst dropSmaller is better−5.4%

4.5%VolatilityLower is calmer4.3%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AGGY vs BIV: Top 5 Holdings

Today

AGGY

[…]in top 5

BIV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

AGGY vs BIV Returns, Every Period

WisdomTreeAGGY

−0.2%

5 years, per year

BIVVanguard

+0.2%

5 years, per year

AGGYBIVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AGGY vs BIV

YTD

WisdomTreeAGGY

−0.5%

BIVVanguard

−0.9%

−0.5%Year to date−0.9%

−5.1%Worst drop · 1Y−5.4%

4.5%Volatility · 1Y4.3%

4.8%Yield4.5%

$892MAssets$28.1B

3–1AGGY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AGGY, BIV

Today

0.03%lowest, BIV

FundExpense ratioFee$10k

BIV0.03%$3

AGGY0.12%$12

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AGGY, BIV

4.78%highest, AGGY

FundTrailing yieldYield$10k

AGGY4.78%$478

BIV4.46%$446

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$466most kept, AGGY

AGGY$478 − $12 = $466

BIV$446 − $3 = $443

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AGGY, BIV

Today

[…]holdings […]

AGGYBIV

AGGY—[…]

BIV[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.2%AGGY, at 4.5% volatility

BIVWorst drop−5.4%4.3% vol

AGGYWorst drop−5.1%4.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AGGYBIV

−0.5%Year to date−0.9%

4.8%Yield4.5%

+0.2%Past year+0.0%

0.12%Fee0.03%

3–1AGGY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026