Compare · 2 funds side by side · dividends reinvested

FBND and AGZD

FBNDFidelity×AGZDWisdomTree×

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

02 / 04

FBND 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%$177M1.1

Fidelity Total Bond ETFBonds & Cash · Core aggregate0.36%4.81%−0.6%−0.4%+5.6%+0.5%−4.7%4.1%$27.9B1.9

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: FBND 2014 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Total Bond ETF · $27.9B$10,251

FBND

AGZD

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

$10,000 five years ago, dividends reinvested

FBNDMeasureAGZD

−0.6%Year to dateJan 1 → Nov 3+3.4%

−0.4%1 yearTotal return+4.3%

+5.6%3 years · per year$10,000 became $11,792 · $11,830+5.8%

+0.5%5 years · per year$10,000 became $10,251 · $12,472+4.5%

0.36%Expense ratio$36 · $23 a year on $10k · lower is better0.23%

4.81%Trailing 12-mo yield$481 · $403 a year on $10k4.03%

−4.7%Worst dropSmaller is better−0.6%

4.1%VolatilityLower is calmer2.5%

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

1–7AGZD wins

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

More Ways to See the Pairs

FBND vs AGZD: Top 5 Holdings

Today

FBND

0.0%in top 5

AGZD

in top 5[…]

FBNDStockAGZD

0.0%NFEGPnot top 5

0.0%METAMnot top 5

Held in common[…]

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

FBND vs AGZD Returns, Every Period

FidelityFBND

+0.5%

5 years, per year

AGZDWisdomTree

+4.5%

5 years, per year

FBNDAGZDFaded: behind in that period

0–4AGZD wins

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

FBND vs AGZD

YTD

FidelityFBND

−0.6%

AGZDWisdomTree

+3.4%

−0.6%Year to date+3.4%

−4.7%Worst drop · 1Y−0.6%

4.1%Volatility · 1Y2.5%

4.8%Yield4.0%

$27.9BAssets$177M

3–1AGZD wins

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

Cost, Income and Risk

Fees: FBND, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

FBND0.36%$36

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

Yields: FBND, AGZD

4.81%highest, FBND

FundTrailing yieldYield$10k

FBND4.81%$481

AGZD4.03%$403

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

Income After Fees on $10,000

$445most kept, FBND

FBND$481 − $36 = $445

AGZD$403 − $23 = $380

KeptFee

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

Overlap: FBND, AGZD

Today

[…]holdings […]

FBNDAGZD

FBND—[…]

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

FBNDWorst drop−4.7%4.1% vol

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

Paid More vs Made More

YTD

FBNDAGZD

−0.6%Year to date+3.4%

4.8%Yield4.0%

−0.4%Past year+4.3%

0.36%Fee0.23%

3–1AGZD wins

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