Compare · 2 funds side by side · dividends reinvested

BOXA and AGZD

BOXAAlpha Architect×AGZDWisdomTree×

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

02 / 04

BOXA 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%$177M1.0

EA Series Trust- Alpha Architect Aggregate Bond ETFBonds & Cash · Core aggregate0.23%0.13%−1.2%−0.7%[…][…]−5.3%4.1%$16M1.8

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: BOXA 2024 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust- Alpha Architect Aggregate Bond ETF · $16M[…]

BOXA

AGZD

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

$10,000 five years ago, dividends reinvested

BOXAMeasureAGZD

−1.2%Year to dateJan 1 → Nov 4+3.6%

−0.7%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%

0.23%Expense ratio$23 · $23 a year on $10k · lower is better0.23%

0.13%Trailing 12-mo yield$13 · $403 a year on $10k4.03%

−5.3%Worst dropSmaller is better−0.6%

4.1%VolatilityLower is calmer2.5%

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

0–5AGZD wins

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

More Ways to See the Pairs

BOXA vs AGZD: Top 5 Holdings

Today

BOXA

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

BOXA vs AGZD Returns, Every Period

Alpha ArchitectBOXA

−0.7%

past year

AGZDWisdomTree

+4.5%

past year

BOXAAGZDFaded: behind in that period

0–2AGZD wins

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

BOXA vs AGZD

YTD

Alpha ArchitectBOXA

−1.2%

AGZDWisdomTree

+3.6%

−1.2%Year to date+3.6%

−5.3%Worst drop · 1Y−0.6%

4.1%Volatility · 1Y2.5%

0.1%Yield4.0%

$15.7MAssets$177M

4–0AGZD wins

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

Cost, Income and Risk

Fees: BOXA, AGZD

Today

0.23%lowest, BOXA

FundExpense ratioFee$10k

BOXA0.23%$23

AGZD0.23%$23

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

Yields: BOXA, AGZD

4.03%highest, AGZD

FundTrailing yieldYield$10k

AGZD4.03%$403

BOXA0.13%$13

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

Income After Fees on $10,000

$380most kept, AGZD

AGZD$403 − $23 = $380

BOXA$13 − $23 = −$10

KeptFee

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

Overlap: BOXA, AGZD

Today

[…]holdings […]

BOXAAGZD

BOXA—[…]

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

AGZDWorst drop−0.6%2.5% vol

BOXAWorst drop−5.3%4.1% vol

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

Paid More vs Made More

YTD

AGZDBOXA

+3.6%Year to date−1.2%

4.0%Yield0.1%

+4.5%Past year−0.7%

0.23%Fee0.23%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026