Compare · 2 funds side by side · dividends reinvested

BDBT and AGZD

BDBTBluemonte×AGZDWisdomTree×

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

02 / 04

BDBT 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%+4.2%+5.7%+4.5%−0.6%2.5%$184M1.1

Bluemonte Core Bond ETFBonds & Cash · Core aggregate0.28%4.15%−0.2%+0.5%[…][…]−4.4%4.0%$499M1.8

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: BDBT 2025 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Core Bond ETF · $499M[…]

BDBT

AGZD

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

$10,000 five years ago, dividends reinvested

BDBTMeasureAGZD

−0.2%Year to dateJan 1 → Nov 6+3.6%

+0.5%1 yearTotal return+4.2%

[…]3 years · per year$10,000 became […] · $11,808+5.7%

[…]5 years · per year$10,000 became […] · $12,489+4.5%

0.28%Expense ratio$28 · $23 a year on $10k · lower is better0.23%

4.15%Trailing 12-mo yield$415 · $403 a year on $10k4.03%

−4.4%Worst dropSmaller is better−0.6%

4.0%VolatilityLower is calmer2.5%

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

1–5AGZD wins

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

More Ways to See the Pairs

BDBT vs AGZD: Top 5 Holdings

Today

BDBT

89.6%in top 5

AGZD

in top 5[…]

BDBTStockAGZD

24.9%SCHRnot top 5

20.0%IAGGnot top 5

19.8%BKAGnot top 5

14.9%MBBnot top 5

9.9%VCSHnot top 5

Held in common[…]

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

BDBT vs AGZD Returns, Every Period

BluemonteBDBT

+0.5%

past year

AGZDWisdomTree

+4.2%

past year

BDBTAGZDFaded: behind in that period

0–2AGZD wins

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

BDBT vs AGZD

YTD

BluemonteBDBT

−0.2%

AGZDWisdomTree

+3.6%

−0.2%Year to date+3.6%

−4.4%Worst drop · 1Y−0.6%

4.0%Volatility · 1Y2.5%

4.1%Yield4.0%

$499MAssets$184M

3–1AGZD wins

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

Cost, Income and Risk

Fees: BDBT, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

BDBT0.28%$28

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

Yields: BDBT, AGZD

4.15%highest, BDBT

FundTrailing yieldYield$10k

BDBT4.15%$415

AGZD4.03%$403

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

Income After Fees on $10,000

$387most kept, BDBT

BDBT$415 − $28 = $387

AGZD$403 − $23 = $380

KeptFee

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

Overlap: BDBT, AGZD

Today

[…]holdings […]

BDBTAGZD

BDBT—[…]

AGZD[…]—

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

BDBTWorst drop−4.4%4.0% vol

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

Paid More vs Made More

YTD

BDBTAGZD

−0.2%Year to date+3.6%

4.1%Yield4.0%

+0.5%Past year+4.2%

0.28%Fee0.23%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026