Compare · 2 funds side by side · dividends reinvested

AGZD and SGOV

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 SGOV, 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

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.8%+4.5%+3.9%0.0%0.2%$117B1.6

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 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

AGZD

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,084

$10,000 five years ago, dividends reinvested

AGZDMeasureSGOV

+3.4%Year to dateJan 1 → Nov 3+3.1%

+4.3%1 yearTotal return+3.8%

+5.8%3 years · per year$10,000 became $11,830 · $11,420+4.5%

+4.5%5 years · per year$10,000 became $12,472 · $12,084+3.9%

0.23%Expense ratio$23 · $9 a year on $10k · lower is better0.09%

4.03%Trailing 12-mo yield$403 · $363 a year on $10k3.63%

−0.6%Worst dropSmaller is better0.0%

2.5%VolatilityLower is calmer0.2%

AGZDSGOV 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 SGOV: Top 5 Holdings

Today

AGZD

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AGZD vs SGOV Returns, Every Period

WisdomTreeAGZD

+4.5%

5 years, per year

SGOViShares

+3.9%

5 years, per year

AGZDSGOVFaded: behind in that period

4–0AGZD wins

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

AGZD vs SGOV

YTD

WisdomTreeAGZD

+3.4%

SGOViShares

+3.1%

+3.4%Year to date+3.1%

−0.6%Worst drop · 1Y+0.0%

2.5%Volatility · 1Y0.2%

4.0%Yield3.6%

$177MAssets$117B

2–2level

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

Cost, Income and Risk

Fees: AGZD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

AGZD0.23%$23

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

Yields: AGZD, SGOV

4.03%highest, AGZD

FundTrailing yieldYield$10k

AGZD4.03%$403

SGOV3.63%$363

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

Income After Fees on $10,000

$380most kept, AGZD

AGZD$403 − $23 = $380

SGOV$363 − $9 = $354

KeptFee

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

Overlap: AGZD, SGOV

Today

[…]holdings […]

AGZDSGOV

AGZD—[…]

SGOV[…]—

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

SGOVWorst drop0.0%0.2% 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

AGZDSGOV

+3.4%Year to date+3.1%

4.0%Yield3.6%

+4.3%Past year+3.8%

0.23%Fee0.09%

3–1AGZD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 3, 2026

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