Compare · 2 funds side by side · dividends reinvested

BLST and AGZD

BLSTBluemonte×AGZDWisdomTree×

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

02 / 04

BLST 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%$177M1.1

Bluemonte Short Term Bond ETFBonds & Cash · Core aggregate0.28%3.96%+0.5%+1.2%[…][…]−2.3%2.4%$173M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: BLST 2025 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Short Term Bond ETF · $173M[…]

BLST

AGZD

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

$10,000 five years ago, dividends reinvested

BLSTMeasureAGZD

+0.5%Year to dateJan 1 → Nov 4+3.6%

+1.2%1 yearTotal return+4.5%

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

[…]5 years · per year$10,000 became […] · $12,503+4.6%

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

3.96%Trailing 12-mo yield$396 · $403 a year on $10k4.03%

−2.3%Worst dropSmaller is better−0.6%

2.4%VolatilityLower is calmer2.5%

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

1–5AGZD wins

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

More Ways to See the Pairs

BLST vs AGZD: Top 5 Holdings

Today

BLST

99.4%in top 5

AGZD

in top 5[…]

BLSTStockAGZD

54.8%BSVnot top 5

24.8%BKAGnot top 5

19.9%VCSHnot top 5

Held in common[…]

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

BLST vs AGZD Returns, Every Period

BluemonteBLST

+1.2%

past year

AGZDWisdomTree

+4.5%

past year

BLSTAGZDFaded: behind in that period

0–2AGZD wins

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

BLST vs AGZD

YTD

BluemonteBLST

+0.5%

AGZDWisdomTree

+3.6%

+0.5%Year to date+3.6%

−2.3%Worst drop · 1Y−0.6%

2.4%Volatility · 1Y2.5%

4.0%Yield4.0%

$173MAssets$177M

2–1AGZD wins

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

Cost, Income and Risk

Fees: BLST, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

BLST0.28%$28

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

Yields: BLST, AGZD

4.03%highest, AGZD

FundTrailing yieldYield$10k

AGZD4.03%$403

BLST3.96%$396

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

Income After Fees on $10,000

$380most kept, AGZD

AGZD$403 − $23 = $380

BLST$396 − $28 = $368

KeptFee

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

Overlap: BLST, AGZD

Today

[…]holdings […]

BLSTAGZD

BLST—[…]

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

BLSTWorst drop−2.3%2.4% vol

AGZDWorst drop−0.6%2.5% vol

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

Paid More vs Made More

YTD

AGZDBLST

+3.6%Year to date+0.5%

4.0%Yield4.0%

+4.5%Past year+1.2%

0.23%Fee0.28%

3–0AGZD 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