Compare · 2 funds side by side · dividends reinvested

FLCB and AGZD

FLCBFranklin Templeton×AGZDWisdomTree×

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

02 / 04

FLCB 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

Franklin U.S. Core Bond ETFBonds & Cash · Core aggregate0.15%4.43%−0.7%−0.4%+5.3%−0.2%−4.8%4.0%$3.2B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: FLCB 2019 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Core Bond ETF · $3.2B$9,876

FLCB

AGZD

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

$10,000 five years ago, dividends reinvested

FLCBMeasureAGZD

−0.7%Year to dateJan 1 → Nov 3+3.4%

−0.4%1 yearTotal return+4.3%

+5.3%3 years · per year$10,000 became $11,681 · $11,830+5.8%

−0.2%5 years · per year$10,000 became $9,876 · $12,472+4.5%

0.15%Expense ratio$15 · $23 a year on $10k · lower is better0.23%

4.43%Trailing 12-mo yield$443 · $403 a year on $10k4.03%

−4.8%Worst dropSmaller is better−0.6%

4.0%VolatilityLower is calmer2.5%

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

2–6AGZD wins

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

More Ways to See the Pairs

FLCB vs AGZD: Top 5 Holdings

Today

FLCB

3.4%in top 5

AGZD

in top 5[…]

FLCBStockAGZD

1.9%FLUDnot top 5

0.5%KVUEnot top 5

0.4%AGRELPnot top 5

0.3%MAASLPnot top 5

0.3%CABOTCnot top 5

Held in common[…]

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

FLCB vs AGZD Returns, Every Period

Franklin TempletonFLCB

−0.2%

5 years, per year

AGZDWisdomTree

+4.5%

5 years, per year

FLCBAGZDFaded: behind in that period

0–4AGZD wins

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

FLCB vs AGZD

YTD

Franklin TempletonFLCB

−0.7%

AGZDWisdomTree

+3.4%

−0.7%Year to date+3.4%

−4.8%Worst drop · 1Y−0.6%

4.0%Volatility · 1Y2.5%

4.4%Yield4.0%

$3.2BAssets$177M

3–1AGZD wins

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

Cost, Income and Risk

Fees: FLCB, AGZD

Today

0.15%lowest, FLCB

FundExpense ratioFee$10k

FLCB0.15%$15

AGZD0.23%$23

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

Yields: FLCB, AGZD

4.43%highest, FLCB

FundTrailing yieldYield$10k

FLCB4.43%$443

AGZD4.03%$403

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

Income After Fees on $10,000

$428most kept, FLCB

FLCB$443 − $15 = $428

AGZD$403 − $23 = $380

KeptFee

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

Overlap: FLCB, AGZD

Today

[…]holdings […]

FLCBAGZD

FLCB—[…]

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

FLCBWorst drop−4.8%4.0% vol

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

Paid More vs Made More

YTD

FLCBAGZD

−0.7%Year to date+3.4%

4.4%Yield4.0%

−0.4%Past year+4.3%

0.15%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