Compare · 2 funds side by side · dividends reinvested

DFCF and AGZD

DFCFDimensional×AGZDWisdomTree×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,472AGZD · best of the two

02 / 04

DFCF 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%+3.4%+4.3%+5.8%+4.5%−0.6%2.5%$177M1.3

Dimensional - Core Fixed Income ETFBonds & Cash · Core aggregate0.18%4.50%−0.9%−0.4%+5.6%[…]−4.8%4.3%$11.7B1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFCF 2021 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Core Fixed Income ETF · $11.7B[…]

DFCF

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M$12,472

$10,000 five years ago, dividends reinvested

DFCFMeasureAGZD

−0.9%Year to dateJan 1 → Nov 3+3.4%

−0.4%1 yearTotal return+4.3%

+5.6%3 years · per year$10,000 became $11,773 · $11,830+5.8%

[…]5 years · per year$10,000 became […] · $12,472+4.5%

0.18%Expense ratio$18 · $23 a year on $10k · lower is better0.23%

4.50%Trailing 12-mo yield$450 · $403 a year on $10k4.03%

−4.8%Worst dropSmaller is better−0.6%

4.3%VolatilityLower is calmer2.5%

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

2–5AGZD wins

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

More Ways to See the Pairs

DFCF vs AGZD: Top 5 Holdings

Today

DFCF

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

DFCF vs AGZD Returns, Every Period

DimensionalDFCF

−0.4%

past year

AGZDWisdomTree

+4.3%

past year

DFCFAGZDFaded: behind in that period

0–3AGZD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFCF vs AGZD

YTD

DimensionalDFCF

−0.9%

AGZDWisdomTree

+3.4%

−0.9%Year to date+3.4%

−4.8%Worst drop · 1Y−0.6%

4.3%Volatility · 1Y2.5%

4.5%Yield4.0%

$11.7BAssets$177M

3–1AGZD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFCF, AGZD

Today

0.18%lowest, DFCF

FundExpense ratioFee$10k

DFCF0.18%$18

AGZD0.23%$23

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFCF, AGZD

4.50%highest, DFCF

FundTrailing yieldYield$10k

DFCF4.50%$450

AGZD4.03%$403

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$432most kept, DFCF

DFCF$450 − $18 = $432

AGZD$403 − $23 = $380

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFCF, AGZD

Today

[…]holdings […]

DFCFAGZD

DFCF—[…]

AGZD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.3%AGZD, at 2.5% volatility

AGZDWorst drop−0.6%2.5% vol

DFCFWorst drop−4.8%4.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFCFAGZD

−0.9%Year to date+3.4%

4.5%Yield4.0%

−0.4%Past year+4.3%

0.18%Fee0.23%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026