Compare · 2 funds side by side · dividends reinvested

AGZD and MUB

AGZDWisdomTree×MUBiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,489AGZD · best of the two

02 / 04

AGZD and MUB, 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%+4.2%+5.7%+4.5%−0.6%2.5%$184M1.1

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B1.9

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: AGZD 2013 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $184M$12,489

AGZD

MUB

iShares National Muni Bond ETF · $55.0B$10,414

$10,000 five years ago, dividends reinvested

AGZDMeasureMUB

+3.6%Year to dateJan 1 → Nov 6+0.5%

+4.2%1 yearTotal return+0.9%

+5.7%3 years · per year$10,000 became $11,808 · $11,418+4.5%

+4.5%5 years · per year$10,000 became $12,489 · $10,414+0.8%

0.23%Expense ratio$23 · $5 a year on $10k · lower is better0.05%

4.03%Trailing 12-mo yield$403 · $327 a year on $10k3.27%

−0.6%Worst dropSmaller is better−6.3%

2.5%VolatilityLower is calmer3.7%

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

7–1AGZD wins

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

More Ways to See the Pairs

AGZD vs MUB: Top 5 Holdings

Today

AGZD

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AGZD vs MUB Returns, Every Period

WisdomTreeAGZD

+4.5%

5 years, per year

MUBiShares

+0.8%

5 years, per year

AGZDMUBFaded: behind in that period

4–0AGZD wins

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

AGZD vs MUB

YTD

WisdomTreeAGZD

+3.6%

MUBiShares

+0.5%

+3.6%Year to date+0.5%

−0.6%Worst drop · 1Y−6.3%

2.5%Volatility · 1Y3.7%

4.0%Yield3.3%

$184MAssets$55.0B

4–0AGZD wins

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

Cost, Income and Risk

Fees: AGZD, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

AGZD0.23%$23

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

Yields: AGZD, MUB

4.03%highest, AGZD

FundTrailing yieldYield$10k

AGZD4.03%$403

MUB3.27%$327

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

Income After Fees on $10,000

$380most kept, AGZD

AGZD$403 − $23 = $380

MUB$327 − $5 = $322

KeptFee

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

Overlap: AGZD, MUB

Today

[…]holdings […]

AGZDMUB

AGZD—[…]

MUB[…]—

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

Return vs Bumpiness: 2 ETFs

+4.2%AGZD, at 2.5% volatility

AGZDWorst drop−0.6%2.5% vol

MUBWorst drop−6.3%3.7% vol

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

Paid More vs Made More

YTD

AGZDMUB

+3.6%Year to date+0.5%

4.0%Yield3.3%

+4.2%Past year+0.9%

0.23%Fee0.05%

3–1AGZD 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026