Compare · 2 funds side by side · dividends reinvested

AGZD and STBF

AGZDWisdomTree×STBFPerformance Trust×

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 STBF, 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

Performance Trust Short Term Bond ETFBonds & Cash · Core aggregate0.65%4.75%+2.2%+3.1%[…][…]−1.1%1.6%$131M1.7

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 · STBF 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

AGZD

STBF

Performance Trust Short Term Bond ETF · $131M[…]

$10,000 five years ago, dividends reinvested

AGZDMeasureSTBF

+3.4%Year to dateJan 1 → Nov 3+2.2%

+4.3%1 yearTotal return+3.1%

+5.8%3 years · per year$10,000 became $11,830 · […][…]

+4.5%5 years · per year$10,000 became $12,472 · […][…]

0.23%Expense ratio$23 · $65 a year on $10k · lower is better0.65%

4.03%Trailing 12-mo yield$403 · $475 a year on $10k4.75%

−0.6%Worst dropSmaller is better−1.1%

2.5%VolatilityLower is calmer1.6%

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

4–2AGZD 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 STBF: Top 5 Holdings

Today

AGZD

[…]in top 5

STBF

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AGZD vs STBF Returns, Every Period

WisdomTreeAGZD

+4.3%

past year

STBFPerformance Trust

+3.1%

past year

AGZDSTBFFaded: behind in that period

2–0AGZD wins

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

AGZD vs STBF

YTD

WisdomTreeAGZD

+3.4%

STBFPerformance Trust

+2.2%

+3.4%Year to date+2.2%

−0.6%Worst drop · 1Y−1.1%

2.5%Volatility · 1Y1.6%

4.0%Yield4.8%

$177MAssets$131M

2–2level

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

Cost, Income and Risk

Fees: AGZD, STBF

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

STBF0.65%$65

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

Yields: AGZD, STBF

4.75%highest, STBF

FundTrailing yieldYield$10k

STBF4.75%$475

AGZD4.03%$403

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

Income After Fees on $10,000

$410most kept, STBF

STBF$475 − $65 = $410

AGZD$403 − $23 = $380

KeptFee

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

Overlap: AGZD, STBF

Today

[…]holdings […]

AGZDSTBF

AGZD—[…]

STBF[…]—

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

STBFWorst drop−1.1%1.6% 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

STBFAGZD

+2.2%Year to date+3.4%

4.8%Yield4.0%

+3.1%Past year+4.3%

0.65%Fee0.23%

3–1AGZD wins

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