Compare · 2 funds side by side · dividends reinvested

NBTR and AGZD

NBTRNeuberger Berman×AGZDWisdomTree×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,489AGZD · best of the two

02 / 04

NBTR 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%+3.6%+4.2%+5.7%+4.5%−0.6%2.5%$184M1.1

Neuberger Berman ETF Trust - Neuberger Total Return Bond ETFBonds & Cash · Core aggregate0.94%5.56%−0.6%+0.3%[…][…]−4.4%3.7%$60M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: NBTR 2024 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Neuberger Berman ETF Trust - Neuberger Total Return Bond ETF · $60M[…]

NBTR

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $184M$12,489

$10,000 five years ago, dividends reinvested

NBTRMeasureAGZD

−0.6%Year to dateJan 1 → Nov 6+3.6%

+0.3%1 yearTotal return+4.2%

[…]3 years · per year$10,000 became […] · $11,808+5.7%

[…]5 years · per year$10,000 became […] · $12,489+4.5%

0.94%Expense ratio$94 · $23 a year on $10k · lower is better0.23%

5.56%Trailing 12-mo yield$556 · $403 a year on $10k4.03%

−4.4%Worst dropSmaller is better−0.6%

3.7%VolatilityLower is calmer2.5%

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

1–5AGZD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NBTR vs AGZD: Top 5 Holdings

Today

NBTR

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

NBTR vs AGZD Returns, Every Period

Neuberger BermanNBTR

+0.3%

past year

AGZDWisdomTree

+4.2%

past year

NBTRAGZDFaded: behind in that period

0–2AGZD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

NBTR vs AGZD

YTD

Neuberger BermanNBTR

−0.6%

AGZDWisdomTree

+3.6%

−0.6%Year to date+3.6%

−4.4%Worst drop · 1Y−0.6%

3.7%Volatility · 1Y2.5%

5.6%Yield4.0%

$60.4MAssets$184M

3–1AGZD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NBTR, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

NBTR0.94%$94

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NBTR, AGZD

5.56%highest, NBTR

FundTrailing yieldYield$10k

NBTR5.56%$556

AGZD4.03%$403

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$462most kept, NBTR

NBTR$556 − $94 = $462

AGZD$403 − $23 = $380

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NBTR, AGZD

Today

[…]holdings […]

NBTRAGZD

NBTR—[…]

AGZD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.2%AGZD, at 2.5% volatility

AGZDWorst drop−0.6%2.5% vol

NBTRWorst drop−4.4%3.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NBTRAGZD

−0.6%Year to date+3.6%

5.6%Yield4.0%

+0.3%Past year+4.2%

0.94%Fee0.23%

3–1AGZD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026