Compare · 2 funds side by side · dividends reinvested

BIV and AGZD

BIVVanguard×AGZDWisdomTree×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,442AGZD · best of the two

02 / 04

BIV 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%4.04%+3.3%+3.9%+5.6%+4.5%−0.6%2.5%$184M1.4

Vanguard Intermediate-Term Bond ETFBonds & Cash · Core aggregate0.03%4.45%−0.7%−0.2%+5.9%+0.2%−5.4%4.3%$28.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BIV 2007 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Intermediate-Term Bond ETF · $28.1B$10,092

BIV

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $184M$12,442

$10,000 five years ago, dividends reinvested

BIVMeasureAGZD

−0.7%Year to dateJan 1 → Nov 5+3.3%

−0.2%1 yearTotal return+3.9%

+5.9%3 years · per year$10,000 became $11,873 · $11,777+5.6%

+0.2%5 years · per year$10,000 became $10,092 · $12,442+4.5%

0.03%Expense ratio$3 · $23 a year on $10k · lower is better0.23%

4.45%Trailing 12-mo yield$445 · $404 a year on $10k4.04%

−5.4%Worst dropSmaller is better−0.6%

4.3%VolatilityLower is calmer2.5%

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

3–5AGZD wins

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

More Ways to See the Pairs

BIV vs AGZD: Top 5 Holdings

Today

BIV

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BIV vs AGZD Returns, Every Period

VanguardBIV

+0.2%

5 years, per year

AGZDWisdomTree

+4.5%

5 years, per year

BIVAGZDFaded: behind in that period

1–3AGZD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BIV vs AGZD

YTD

VanguardBIV

−0.7%

AGZDWisdomTree

+3.3%

−0.7%Year to date+3.3%

−5.4%Worst drop · 1Y−0.6%

4.3%Volatility · 1Y2.5%

4.5%Yield4.0%

$28.1BAssets$184M

3–1AGZD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BIV, AGZD

Today

0.03%lowest, BIV

FundExpense ratioFee$10k

BIV0.03%$3

AGZD0.23%$23

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BIV, AGZD

4.45%highest, BIV

FundTrailing yieldYield$10k

BIV4.45%$445

AGZD4.04%$404

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$442most kept, BIV

BIV$445 − $3 = $442

AGZD$404 − $23 = $381

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BIV, AGZD

Today

[…]holdings […]

BIVAGZD

BIV—[…]

AGZD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.9%AGZD, at 2.5% volatility

AGZDWorst drop−0.6%2.5% vol

BIVWorst drop−5.4%4.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BIVAGZD

−0.7%Year to date+3.3%

4.5%Yield4.0%

−0.2%Past year+3.9%

0.03%Fee0.23%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026