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$12,503AGZD · 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%+3.6%+4.5%+5.7%+4.6%−0.6%2.5%$177M1.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.3B1.6

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

End-of-day Nov 4, 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$12,503

AGZD

IUSB

iShares Core Universal USD Bond ETF · $50.3B$10,113

$10,000 five years ago, dividends reinvested

AGZDMeasureIUSB

+3.6%Year to dateJan 1 → Nov 4−0.0%

+4.5%1 yearTotal return+0.5%

+5.7%3 years · per year$10,000 became $11,808 · $11,881+5.9%

+4.6%5 years · per year$10,000 became $12,503 · $10,113+0.2%

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

4.03%Trailing 12-mo yield$403 · $434 a year on $10k4.34%

−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

5–3AGZD wins

End-of-day Nov 4, 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 4, 2026 · share of each fund

AGZD vs IUSB Returns, Every Period

WisdomTreeAGZD

+4.6%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

AGZDIUSBFaded: behind in that period

3–1AGZD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AGZD vs IUSB

YTD

WisdomTreeAGZD

+3.6%

IUSBiShares

−0.0%

+3.6%Year to date−0.0%

−0.6%Worst drop · 1Y−4.3%

2.5%Volatility · 1Y3.9%

4.0%Yield4.3%

$177MAssets$50.3B

3–1AGZD wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: AGZD, IUSB

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

AGZD4.03%$403

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

AGZD$403 − $23 = $380

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AGZD, IUSB

Today

[…]holdings […]

AGZDIUSB

AGZD—[…]

IUSB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.5%AGZD, at 2.5% volatility

AGZDWorst drop−0.6%2.5% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBAGZD

−0.0%Year to date+3.6%

4.3%Yield4.0%

+0.5%Past year+4.5%

0.06%Fee0.23%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026