Compare · 2 funds side by side · dividends reinvested

AGZD and BSV

AGZDWisdomTree×BSVVanguard×

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

02 / 04

AGZD and BSV, 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%$177M1.4

Vanguard Short-Term Bond ETFBonds & Cash · Core aggregate0.03%4.11%+0.7%+1.6%+4.6%+1.9%−1.4%1.9%$45.4B1.6

Rank among the two1st → 2ndFee, 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: AGZD 2013 · BSV 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

AGZD

BSV

Vanguard Short-Term Bond ETF · $45.4B$10,961

$10,000 five years ago, dividends reinvested

AGZDMeasureBSV

+3.4%Year to dateJan 1 → Nov 3+0.7%

+4.3%1 yearTotal return+1.6%

+5.8%3 years · per year$10,000 became $11,830 · $11,447+4.6%

+4.5%5 years · per year$10,000 became $12,472 · $10,961+1.9%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

4.03%Trailing 12-mo yield$403 · $411 a year on $10k4.11%

−0.6%Worst dropSmaller is better−1.4%

2.5%VolatilityLower is calmer1.9%

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

5–3AGZD wins

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

More Ways to See the Pairs

AGZD vs BSV: Top 5 Holdings

Today

AGZD

[…]in top 5

BSV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AGZD vs BSV Returns, Every Period

WisdomTreeAGZD

+4.5%

5 years, per year

BSVVanguard

+1.9%

5 years, per year

AGZDBSVFaded: behind in that period

4–0AGZD wins

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

AGZD vs BSV

YTD

WisdomTreeAGZD

+3.4%

BSVVanguard

+0.7%

+3.4%Year to date+0.7%

−0.6%Worst drop · 1Y−1.4%

2.5%Volatility · 1Y1.9%

4.0%Yield4.1%

$177MAssets$45.4B

2–2level

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

Cost, Income and Risk

Fees: AGZD, BSV

Today

0.03%lowest, BSV

FundExpense ratioFee$10k

BSV0.03%$3

AGZD0.23%$23

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

Yields: AGZD, BSV

4.11%highest, BSV

FundTrailing yieldYield$10k

BSV4.11%$411

AGZD4.03%$403

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

Income After Fees on $10,000

$408most kept, BSV

BSV$411 − $3 = $408

AGZD$403 − $23 = $380

KeptFee

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

Overlap: AGZD, BSV

Today

[…]holdings […]

AGZDBSV

AGZD—[…]

BSV[…]—

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

Return vs Bumpiness: 2 ETFs

+4.3%AGZD, at 2.5% volatility

BSVWorst drop−1.4%1.9% vol

AGZDWorst drop−0.6%2.5% vol

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

Paid More vs Made More

YTD

BSVAGZD

+0.7%Year to date+3.4%

4.1%Yield4.0%

+1.6%Past year+4.3%

0.03%Fee0.23%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026