Compare · 2 funds side by side · dividends reinvested

AVIG and AGZD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,503AGZD · best of the two

02 / 04

AVIG and AGZD, 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

Avantis Core Fixed Income ETFBonds & Cash · Core aggregate0.15%4.04%−0.6%+0.1%+5.9%−0.1%−5.1%4.2%$2.1B1.6

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: AVIG 2020 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Core Fixed Income ETF · $2.1B$9,960

AVIG

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M$12,503

$10,000 five years ago, dividends reinvested

AVIGMeasureAGZD

−0.6%Year to dateJan 1 → Nov 4+3.6%

+0.1%1 yearTotal return+4.5%

+5.9%3 years · per year$10,000 became $11,872 · $11,808+5.7%

−0.1%5 years · per year$10,000 became $9,961 · $12,503+4.6%

0.15%Expense ratio$15 · $23 a year on $10k · lower is better0.23%

4.04%Trailing 12-mo yield$404 · $403 a year on $10k4.03%

−5.1%Worst dropSmaller is better−0.6%

4.2%VolatilityLower is calmer2.5%

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

3–5AGZD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVIG vs AGZD: Top 5 Holdings

Today

AVIG

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AVIG vs AGZD Returns, Every Period

AvantisAVIG

−0.1%

5 years, per year

AGZDWisdomTree

+4.6%

5 years, per year

AVIGAGZDFaded: behind in that period

1–3AGZD wins

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

AVIG vs AGZD

YTD

AvantisAVIG

−0.6%

AGZDWisdomTree

+3.6%

−0.6%Year to date+3.6%

−5.1%Worst drop · 1Y−0.6%

4.2%Volatility · 1Y2.5%

4.0%Yield4.0%

$2.1BAssets$177M

3–0AGZD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVIG, AGZD

Today

0.15%lowest, AVIG

FundExpense ratioFee$10k

AVIG0.15%$15

AGZD0.23%$23

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

Yields: AVIG, AGZD

4.04%highest, AVIG

FundTrailing yieldYield$10k

AVIG4.04%$404

AGZD4.03%$403

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

Income After Fees on $10,000

$389most kept, AVIG

AVIG$404 − $15 = $389

AGZD$403 − $23 = $380

KeptFee

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

Overlap: AVIG, AGZD

Today

[…]holdings […]

AVIGAGZD

AVIG—[…]

AGZD[…]—

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

AVIGWorst drop−5.1%4.2% vol

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

Paid More vs Made More

YTD

AVIGAGZD

−0.6%Year to date+3.6%

4.0%Yield4.0%

+0.1%Past year+4.5%

0.15%Fee0.23%

2–1AGZD wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026