Compare · 2 funds side by side · dividends reinvested

AGZD and IUSB

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 IUSB, 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%$177M1.3

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.5%−0.1%+5.6%+0.2%−4.3%3.9%$50.1B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: AGZD 2013 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

AGZD

IUSB

iShares Core Universal USD Bond ETF · $50.1B$10,102

$10,000 five years ago, dividends reinvested

AGZDMeasureIUSB

+3.4%Year to dateJan 1 → Nov 3−0.5%

+4.3%1 yearTotal return−0.1%

+5.8%3 years · per year$10,000 became $11,830 · $11,788+5.6%

+4.5%5 years · per year$10,000 became $12,472 · $10,102+0.2%

0.23%Expense ratio$23 · $6 a year on $10k · lower is better0.06%

4.03%Trailing 12-mo yield$403 · $436 a year on $10k4.36%

−0.6%Worst dropSmaller is better−4.3%

2.5%VolatilityLower is calmer3.9%

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

6–2AGZD 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 IUSB: Top 5 Holdings

Today

AGZD

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AGZD vs IUSB Returns, Every Period

WisdomTreeAGZD

+4.5%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

AGZDIUSBFaded: behind in that period

4–0AGZD wins

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

AGZD vs IUSB

YTD

WisdomTreeAGZD

+3.4%

IUSBiShares

−0.5%

+3.4%Year to date−0.5%

−0.6%Worst drop · 1Y−4.3%

2.5%Volatility · 1Y3.9%

4.0%Yield4.4%

$177MAssets$50.1B

3–1AGZD wins

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

Cost, Income and Risk

Fees: AGZD, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

AGZD0.23%$23

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

Yields: AGZD, IUSB

4.36%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.36%$436

AGZD4.03%$403

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

Income After Fees on $10,000

$430most kept, IUSB

IUSB$436 − $6 = $430

AGZD$403 − $23 = $380

KeptFee

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

Overlap: AGZD, IUSB

Today

[…]holdings […]

AGZDIUSB

AGZD—[…]

IUSB[…]—

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

AGZDWorst drop−0.6%2.5% vol

IUSBWorst drop−4.3%3.9% vol

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

Paid More vs Made More

YTD

IUSBAGZD

−0.5%Year to date+3.4%

4.4%Yield4.0%

−0.1%Past year+4.3%

0.06%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