Compare · 2 funds side by side · dividends reinvested

BKFI and AGZD

BKFIBNY Mellon×AGZDWisdomTree×

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

02 / 03

BKFI 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%$177M1.0

BNY Mellon Active Core Bond ETFBonds & Cash · Core aggregate0.40%3.72%[…][…][…][…][…][…]$246M2.0

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: BKFI 1987 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon Active Core Bond ETF · $246M[…]

BKFI

AGZD

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

$10,000 five years ago, dividends reinvested

BKFIMeasureAGZD

[…]Year to dateJan 1 → Nov 9+3.8%

[…]1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $11,798+5.7%

[…]5 years · per year$10,000 became […] · $12,497+4.6%

0.40%Expense ratio$40 · $23 a year on $10k · lower is better0.23%

3.72%Trailing 12-mo yield$372 · $402 a year on $10k4.02%

[…]Worst dropSmaller is better−0.6%

[…]VolatilityLower is calmer2.5%

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

0–2AGZD wins

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

More Ways to See the Pairs

BKFI vs AGZD: Top 5 Holdings

Today

BKFI

[…]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

BKFI vs AGZD Returns, Every Period

BNY MellonBKFI

[…]

past year

AGZDWisdomTree

+4.7%

past year

Returns […]

BKFIAGZDFaded: behind in that period

0–0Level

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

BKFI vs AGZD

YTD

BNY MellonBKFI

[…]

AGZDWisdomTree

+3.8%

[…]Year to date+3.8%

[…]Worst drop · 1Y−0.6%

[…]Volatility · 1Y2.5%

3.7%Yield4.0%

$246MAssets$177M

1–0AGZD wins

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

Cost, Income and Risk

Fees: BKFI, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

BKFI0.40%$40

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

Yields: BKFI, AGZD

4.02%highest, AGZD

FundTrailing yieldYield$10k

AGZD4.02%$402

BKFI3.72%$372

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

Income After Fees on $10,000

$379most kept, AGZD

AGZD$402 − $23 = $379

BKFI$372 − $40 = $332

KeptFee

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

Overlap: BKFI, AGZD

Today

[…]holdings […]

BKFIAGZD

BKFI—[…]

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

BKFIWorst drop[…][…]

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

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

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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