Compare · 2 funds side by side · dividends reinvested

BNDI and AGZD

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

02 / 04

BNDI 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%$184M1.3

Neos Enhanced Income Aggregate Bond ETFBonds & Cash · Core aggregate0.61%5.91%+1.1%+2.0%+6.0%[…]−3.7%4.5%$194M1.7

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: BNDI 2022 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Neos Enhanced Income Aggregate Bond ETF · $194M[…]

BNDI

AGZD

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

$10,000 five years ago, dividends reinvested

BNDIMeasureAGZD

+1.1%Year to dateJan 1 → Nov 6+3.6%

+2.0%1 yearTotal return+4.2%

+6.0%3 years · per year$10,000 became $11,926 · $11,808+5.7%

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

0.61%Expense ratio$61 · $23 a year on $10k · lower is better0.23%

5.91%Trailing 12-mo yield$591 · $403 a year on $10k4.03%

−3.7%Worst dropSmaller is better−0.6%

4.5%VolatilityLower is calmer2.5%

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

2–5AGZD wins

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

More Ways to See the Pairs

BNDI vs AGZD: Top 5 Holdings

Today

BNDI

100.4%in top 5

AGZD

in top 5[…]

BNDIStockAGZD

49.8%AGGnot top 5

49.7%BNDnot top 5

0.9%CASH&OTHnot top 5

Held in common[…]

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

BNDI vs AGZD Returns, Every Period

NEOSBNDI

+2.0%

past year

AGZDWisdomTree

+4.2%

past year

BNDIAGZDFaded: behind in that period

1–2AGZD wins

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

BNDI vs AGZD

YTD

NEOSBNDI

+1.1%

AGZDWisdomTree

+3.6%

+1.1%Year to date+3.6%

−3.7%Worst drop · 1Y−0.6%

4.5%Volatility · 1Y2.5%

5.9%Yield4.0%

$194MAssets$184M

3–1AGZD wins

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

Cost, Income and Risk

Fees: BNDI, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

BNDI0.61%$61

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

Yields: BNDI, AGZD

5.91%highest, BNDI

FundTrailing yieldYield$10k

BNDI5.91%$591

AGZD4.03%$403

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

Income After Fees on $10,000

$530most kept, BNDI

BNDI$591 − $61 = $530

AGZD$403 − $23 = $380

KeptFee

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

Overlap: BNDI, AGZD

Today

[…]holdings […]

BNDIAGZD

BNDI—[…]

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

BNDIWorst drop−3.7%4.5% vol

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

Paid More vs Made More

YTD

BNDIAGZD

+1.1%Year to date+3.6%

5.9%Yield4.0%

+2.0%Past year+4.2%

0.61%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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026