Compare · 2 funds side by side · dividends reinvested

EAGG 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

EAGG 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

iShares ESG Aware U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.10%4.14%−0.1%+0.5%+5.1%−0.2%−4.6%4.0%$5.1B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: EAGG 2018 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware U.S. Aggregate Bond ETF · $5.1B$9,910

EAGG

AGZD

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

$10,000 five years ago, dividends reinvested

EAGGMeasureAGZD

−0.1%Year to dateJan 1 → Nov 6+3.6%

+0.5%1 yearTotal return+4.2%

+5.1%3 years · per year$10,000 became $11,623 · $11,808+5.7%

−0.2%5 years · per year$10,000 became $9,910 · $12,489+4.5%

0.10%Expense ratio$10 · $23 a year on $10k · lower is better0.23%

4.14%Trailing 12-mo yield$414 · $403 a year on $10k4.03%

−4.6%Worst dropSmaller is better−0.6%

4.0%VolatilityLower is calmer2.5%

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

2–6AGZD wins

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

More Ways to See the Pairs

EAGG vs AGZD: Top 5 Holdings

Today

EAGG

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

EAGG vs AGZD Returns, Every Period

iSharesEAGG

−0.2%

5 years, per year

AGZDWisdomTree

+4.5%

5 years, per year

EAGGAGZDFaded: behind in that period

0–4AGZD wins

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

EAGG vs AGZD

YTD

iSharesEAGG

−0.1%

AGZDWisdomTree

+3.6%

−0.1%Year to date+3.6%

−4.6%Worst drop · 1Y−0.6%

4.0%Volatility · 1Y2.5%

4.1%Yield4.0%

$5.1BAssets$184M

3–1AGZD wins

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

Cost, Income and Risk

Fees: EAGG, AGZD

Today

0.10%lowest, EAGG

FundExpense ratioFee$10k

EAGG0.10%$10

AGZD0.23%$23

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

Yields: EAGG, AGZD

4.14%highest, EAGG

FundTrailing yieldYield$10k

EAGG4.14%$414

AGZD4.03%$403

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

Income After Fees on $10,000

$404most kept, EAGG

EAGG$414 − $10 = $404

AGZD$403 − $23 = $380

KeptFee

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

Overlap: EAGG, AGZD

Today

[…]holdings […]

EAGGAGZD

EAGG—[…]

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

EAGGWorst drop−4.6%4.0% vol

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

Paid More vs Made More

YTD

EAGGAGZD

−0.1%Year to date+3.6%

4.1%Yield4.0%

+0.5%Past year+4.2%

0.10%Fee0.23%

2–2level

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