Compare · 2 funds side by side · dividends reinvested

FTRB and AGZD

FTRBFederated Hermes×AGZDWisdomTree×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,442AGZD · best of the two

02 / 04

FTRB 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%4.04%+3.3%+3.9%+5.6%+4.5%−0.6%2.5%$177M1.1

Federated Hermes Total Return Bond ETFBonds & Cash · Core aggregate0.50%4.37%−0.2%+0.4%[…][…]−4.6%3.7%$729M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: FTRB 2024 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes Total Return Bond ETF · $729M[…]

FTRB

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M$12,442

$10,000 five years ago, dividends reinvested

FTRBMeasureAGZD

−0.2%Year to dateJan 1 → Nov 5+3.3%

+0.4%1 yearTotal return+3.9%

[…]3 years · per year$10,000 became […] · $11,777+5.6%

[…]5 years · per year$10,000 became […] · $12,442+4.5%

0.50%Expense ratio$50 · $23 a year on $10k · lower is better0.23%

4.37%Trailing 12-mo yield$437 · $404 a year on $10k4.04%

−4.6%Worst dropSmaller is better−0.6%

3.7%VolatilityLower is calmer2.5%

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

1–5AGZD wins

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

More Ways to See the Pairs

FTRB vs AGZD: Top 5 Holdings

Today

FTRB

21.6%in top 5

AGZD

in top 5[…]

FTRBStockAGZD

13.0%MBBnot top 5

7.3%VMBSnot top 5

1.3%FUSDnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

FTRB vs AGZD Returns, Every Period

Federated HermesFTRB

+0.4%

past year

AGZDWisdomTree

+3.9%

past year

FTRBAGZDFaded: behind in that period

0–2AGZD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FTRB vs AGZD

YTD

Federated HermesFTRB

−0.2%

AGZDWisdomTree

+3.3%

−0.2%Year to date+3.3%

−4.6%Worst drop · 1Y−0.6%

3.7%Volatility · 1Y2.5%

4.4%Yield4.0%

$729MAssets$177M

3–1AGZD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTRB, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

FTRB0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FTRB, AGZD

4.37%highest, FTRB

FundTrailing yieldYield$10k

FTRB4.37%$437

AGZD4.04%$404

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$387most kept, FTRB

FTRB$437 − $50 = $387

AGZD$404 − $23 = $381

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FTRB, AGZD

Today

[…]holdings […]

FTRBAGZD

FTRB—[…]

AGZD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.9%AGZD, at 2.5% volatility

AGZDWorst drop−0.6%2.5% vol

FTRBWorst drop−4.6%3.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FTRBAGZD

−0.2%Year to date+3.3%

4.4%Yield4.0%

+0.4%Past year+3.9%

0.50%Fee0.23%

3–1AGZD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026