Compare · 2 funds side by side · dividends reinvested

NUAG and AGZD

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

02 / 04

NUAG 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%$177M1.4

Nuveen Enhanced Yield U.S. Aggregate BondBonds & Cash · Core aggregate0.15%4.59%−0.7%−0.4%+5.9%+0.2%−4.4%3.9%$132M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: NUAG 2016 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen Enhanced Yield U.S. Aggregate Bond · $132M$10,085

NUAG

AGZD

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

$10,000 five years ago, dividends reinvested

NUAGMeasureAGZD

−0.7%Year to dateJan 1 → Nov 3+3.4%

−0.4%1 yearTotal return+4.3%

+5.9%3 years · per year$10,000 became $11,869 · $11,830+5.8%

+0.2%5 years · per year$10,000 became $10,085 · $12,472+4.5%

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

4.59%Trailing 12-mo yield$459 · $403 a year on $10k4.03%

−4.4%Worst dropSmaller is better−0.6%

3.9%VolatilityLower is calmer2.5%

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

3–5AGZD wins

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

More Ways to See the Pairs

NUAG vs AGZD: Top 5 Holdings

Today

NUAG

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

NUAG vs AGZD Returns, Every Period

NuveenNUAG

+0.2%

5 years, per year

AGZDWisdomTree

+4.5%

5 years, per year

NUAGAGZDFaded: behind in that period

1–3AGZD wins

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

NUAG vs AGZD

YTD

NuveenNUAG

−0.7%

AGZDWisdomTree

+3.4%

−0.7%Year to date+3.4%

−4.4%Worst drop · 1Y−0.6%

3.9%Volatility · 1Y2.5%

4.6%Yield4.0%

$132MAssets$177M

3–1AGZD wins

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

Cost, Income and Risk

Fees: NUAG, AGZD

Today

0.15%lowest, NUAG

FundExpense ratioFee$10k

NUAG0.15%$15

AGZD0.23%$23

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

Yields: NUAG, AGZD

4.59%highest, NUAG

FundTrailing yieldYield$10k

NUAG4.59%$459

AGZD4.03%$403

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

Income After Fees on $10,000

$444most kept, NUAG

NUAG$459 − $15 = $444

AGZD$403 − $23 = $380

KeptFee

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

Overlap: NUAG, AGZD

Today

[…]holdings […]

NUAGAGZD

NUAG—[…]

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

NUAGWorst drop−4.4%3.9% vol

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

Paid More vs Made More

YTD

NUAGAGZD

−0.7%Year to date+3.4%

4.6%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