Compare · 2 funds side by side · dividends reinvested

JSCP and AGZD

JSCPJ.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

JSCP 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%$177M1.4

JPMorgan Short Duration Core Plus ETFBonds & Cash · Core aggregate0.33%4.55%+1.1%+2.0%+5.8%+2.6%−1.8%1.9%$1.8B1.6

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: JSCP 2021 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Short Duration Core Plus ETF · $1.8B$11,342

JSCP

AGZD

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

$10,000 five years ago, dividends reinvested

JSCPMeasureAGZD

+1.1%Year to dateJan 1 → Nov 5+3.3%

+2.0%1 yearTotal return+3.9%

+5.8%3 years · per year$10,000 became $11,835 · $11,777+5.6%

+2.6%5 years · per year$10,000 became $11,342 · $12,442+4.5%

0.33%Expense ratio$33 · $23 a year on $10k · lower is better0.23%

4.55%Trailing 12-mo yield$455 · $404 a year on $10k4.04%

−1.8%Worst dropSmaller is better−0.6%

1.9%VolatilityLower is calmer2.5%

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

3–5AGZD wins

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

More Ways to See the Pairs

JSCP vs AGZD: Top 5 Holdings

Today

JSCP

[…]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

JSCP vs AGZD Returns, Every Period

J.P. MorganJSCP

+2.6%

5 years, per year

AGZDWisdomTree

+4.5%

5 years, per year

JSCPAGZDFaded: behind in that period

1–3AGZD wins

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

JSCP vs AGZD

YTD

J.P. MorganJSCP

+1.1%

AGZDWisdomTree

+3.3%

+1.1%Year to date+3.3%

−1.8%Worst drop · 1Y−0.6%

1.9%Volatility · 1Y2.5%

4.5%Yield4.0%

$1.8BAssets$177M

2–2level

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

Cost, Income and Risk

Fees: JSCP, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

JSCP0.33%$33

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

Yields: JSCP, AGZD

4.55%highest, JSCP

FundTrailing yieldYield$10k

JSCP4.55%$455

AGZD4.04%$404

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

Income After Fees on $10,000

$422most kept, JSCP

JSCP$455 − $33 = $422

AGZD$404 − $23 = $381

KeptFee

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

Overlap: JSCP, AGZD

Today

[…]holdings […]

JSCPAGZD

JSCP—[…]

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

JSCPWorst drop−1.8%1.9% vol

AGZDWorst drop−0.6%2.5% vol

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

Paid More vs Made More

YTD

JSCPAGZD

+1.1%Year to date+3.3%

4.5%Yield4.0%

+2.0%Past year+3.9%

0.33%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