Compare · 2 funds side by side · dividends reinvested

SHAG and AGZD

SHAGWisdomTree×AGZDWisdomTree×

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

02 / 04

SHAG 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%$184M1.4

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundBonds & Cash · Core aggregate0.12%4.31%+1.1%+1.9%+4.8%+1.8%−1.8%2.0%$75M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SHAG 2017 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · $75M$10,946

SHAG

AGZD

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

$10,000 five years ago, dividends reinvested

SHAGMeasureAGZD

+1.1%Year to dateJan 1 → Nov 6+3.6%

+1.9%1 yearTotal return+4.2%

+4.8%3 years · per year$10,000 became $11,526 · $11,808+5.7%

+1.8%5 years · per year$10,000 became $10,946 · $12,489+4.5%

0.12%Expense ratio$12 · $23 a year on $10k · lower is better0.23%

4.31%Trailing 12-mo yield$431 · $403 a year on $10k4.03%

−1.8%Worst dropSmaller is better−0.6%

2.0%VolatilityLower is calmer2.5%

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

3–5AGZD wins

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

More Ways to See the Pairs

SHAG vs AGZD: Top 5 Holdings

Today

SHAG

[…]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

SHAG vs AGZD Returns, Every Period

WisdomTreeSHAG

+1.8%

5 years, per year

AGZDWisdomTree

+4.5%

5 years, per year

SHAGAGZDFaded: behind in that period

0–4AGZD wins

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

SHAG vs AGZD

YTD

WisdomTreeSHAG

+1.1%

AGZDWisdomTree

+3.6%

+1.1%Year to date+3.6%

−1.8%Worst drop · 1Y−0.6%

2.0%Volatility · 1Y2.5%

4.3%Yield4.0%

$74.7MAssets$184M

2–2level

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

Cost, Income and Risk

Fees: SHAG, AGZD

Today

0.12%lowest, SHAG

FundExpense ratioFee$10k

SHAG0.12%$12

AGZD0.23%$23

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

Yields: SHAG, AGZD

4.31%highest, SHAG

FundTrailing yieldYield$10k

SHAG4.31%$431

AGZD4.03%$403

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

Income After Fees on $10,000

$419most kept, SHAG

SHAG$431 − $12 = $419

AGZD$403 − $23 = $380

KeptFee

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

Overlap: SHAG, AGZD

Today

[…]holdings […]

SHAGAGZD

SHAG—[…]

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

SHAGWorst drop−1.8%2.0% vol

AGZDWorst drop−0.6%2.5% vol

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

Paid More vs Made More

YTD

SHAGAGZD

+1.1%Year to date+3.6%

4.3%Yield4.0%

+1.9%Past year+4.2%

0.12%Fee0.23%

2–2level

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