Compare · 2 funds side by side · dividends reinvested

BKAG and AGZD

BKAGBNY Mellon×AGZDWisdomTree×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,497AGZD · best of the two

02 / 04

BKAG 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%4.02%+3.8%+4.7%+5.7%+4.6%−0.6%2.5%$177M1.3

BNY Mellon Core Bond ETFBonds & Cash · Core aggregate0.00%4.57%−0.0%+0.2%+5.0%−0.1%−4.7%4.1%$1.5B1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: BKAG 2020 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon Core Bond ETF · $1.5B$9,949

BKAG

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M$12,497

$10,000 five years ago, dividends reinvested

BKAGMeasureAGZD

−0.0%Year to dateJan 1 → Nov 9+3.8%

+0.2%1 yearTotal return+4.7%

+5.0%3 years · per year$10,000 became $11,578 · $11,798+5.7%

−0.1%5 years · per year$10,000 became $9,949 · $12,497+4.6%

0.00%Expense ratio$0 · $23 a year on $10k · lower is better0.23%

4.57%Trailing 12-mo yield$457 · $402 a year on $10k4.02%

−4.7%Worst dropSmaller is better−0.6%

4.1%VolatilityLower is calmer2.5%

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

2–6AGZD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BKAG vs AGZD: Top 5 Holdings

Today

BKAG

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

BKAG vs AGZD Returns, Every Period

BNY MellonBKAG

−0.1%

5 years, per year

AGZDWisdomTree

+4.6%

5 years, per year

BKAGAGZDFaded: behind in that period

0–4AGZD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BKAG vs AGZD

YTD

BNY MellonBKAG

−0.0%

AGZDWisdomTree

+3.8%

−0.0%Year to date+3.8%

−4.7%Worst drop · 1Y−0.6%

4.1%Volatility · 1Y2.5%

4.6%Yield4.0%

$1.5BAssets$177M

3–1AGZD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BKAG, AGZD

Today

0.00%lowest, BKAG

FundExpense ratioFee$10k

BKAG0.00%$0

AGZD0.23%$23

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BKAG, AGZD

4.57%highest, BKAG

FundTrailing yieldYield$10k

BKAG4.57%$457

AGZD4.02%$402

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$457most kept, BKAG

BKAG$457 − $0 = $457

AGZD$402 − $23 = $379

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BKAG, AGZD

Today

[…]holdings […]

BKAGAGZD

BKAG—[…]

AGZD[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.7%AGZD, at 2.5% volatility

AGZDWorst drop−0.6%2.5% vol

BKAGWorst drop−4.7%4.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BKAGAGZD

−0.0%Year to date+3.8%

4.6%Yield4.0%

+0.2%Past year+4.7%

0.00%Fee0.23%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026