Compare · 2 funds side by side · dividends reinvested

JCPB and AGZD

JCPBJ.P. Morgan×AGZDWisdomTree×

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

02 / 04

JCPB 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%$177M1.3

JPMorgan Core Plus Bond ETFBonds & Cash · Core aggregate0.40%4.96%+0.4%+1.0%+6.7%+0.8%−4.5%4.0%$17.4B1.8

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: JCPB 2019 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Core Plus Bond ETF · $17.4B$10,432

JCPB

AGZD

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

$10,000 five years ago, dividends reinvested

JCPBMeasureAGZD

+0.4%Year to dateJan 1 → Nov 5+3.3%

+1.0%1 yearTotal return+3.9%

+6.7%3 years · per year$10,000 became $12,132 · $11,777+5.6%

+0.8%5 years · per year$10,000 became $10,432 · $12,442+4.5%

0.40%Expense ratio$40 · $23 a year on $10k · lower is better0.23%

4.96%Trailing 12-mo yield$496 · $404 a year on $10k4.04%

−4.5%Worst dropSmaller is better−0.6%

4.0%VolatilityLower is calmer2.5%

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

2–6AGZD wins

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

More Ways to See the Pairs

JCPB vs AGZD: Top 5 Holdings

Today

JCPB

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

JCPB vs AGZD Returns, Every Period

J.P. MorganJCPB

+0.8%

5 years, per year

AGZDWisdomTree

+4.5%

5 years, per year

JCPBAGZDFaded: behind in that period

1–3AGZD wins

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

JCPB vs AGZD

YTD

J.P. MorganJCPB

+0.4%

AGZDWisdomTree

+3.3%

+0.4%Year to date+3.3%

−4.5%Worst drop · 1Y−0.6%

4.0%Volatility · 1Y2.5%

5.0%Yield4.0%

$17.4BAssets$177M

3–1AGZD wins

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

Cost, Income and Risk

Fees: JCPB, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

JCPB0.40%$40

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

Yields: JCPB, AGZD

4.96%highest, JCPB

FundTrailing yieldYield$10k

JCPB4.96%$496

AGZD4.04%$404

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

Income After Fees on $10,000

$456most kept, JCPB

JCPB$496 − $40 = $456

AGZD$404 − $23 = $381

KeptFee

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

Overlap: JCPB, AGZD

Today

[…]holdings […]

JCPBAGZD

JCPB—[…]

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

JCPBWorst drop−4.5%4.0% vol

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

Paid More vs Made More

YTD

JCPBAGZD

+0.4%Year to date+3.3%

5.0%Yield4.0%

+1.0%Past year+3.9%

0.40%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