Compare · 2 funds side by side · dividends reinvested

SHAG and BND

SHAGWisdomTree×BNDVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,965SHAG · best of the two

02 / 04

SHAG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundBonds & Cash · Core aggregate0.12%4.30%+1.2%+2.0%+5.0%+1.9%−1.8%2.0%$75M1.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B1.8

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: SHAG 2017 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · $75M$10,965

SHAG

BND

Vanguard Total Bond Market ETF · $161B$9,983

$10,000 five years ago, dividends reinvested

SHAGMeasureBND

+1.2%Year to dateJan 1 → Nov 5+0.1%

+2.0%1 yearTotal return+0.4%

+5.0%3 years · per year$10,000 became $11,586 · $11,761+5.6%

+1.9%5 years · per year$10,000 became $10,965 · $9,983−0.0%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

4.30%Trailing 12-mo yield$430 · $412 a year on $10k4.12%

−1.8%Worst dropSmaller is better−4.5%

2.0%VolatilityLower is calmer4.0%

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

6–2SHAG wins

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

More Ways to See the Pairs

SHAG vs BND: Top 5 Holdings

Today

SHAG

[…]in top 5

BND

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SHAG vs BND Returns, Every Period

WisdomTreeSHAG

+1.9%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

SHAGBNDFaded: behind in that period

3–1SHAG wins

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

SHAG vs BND

YTD

WisdomTreeSHAG

+1.2%

BNDVanguard

+0.1%

+1.2%Year to date+0.1%

−1.8%Worst drop · 1Y−4.5%

2.0%Volatility · 1Y4.0%

4.3%Yield4.1%

$74.7MAssets$161B

4–0SHAG wins

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

Cost, Income and Risk

Fees: SHAG, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SHAG0.12%$12

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

Yields: SHAG, BND

4.30%highest, SHAG

FundTrailing yieldYield$10k

SHAG4.30%$430

BND4.12%$412

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

Income After Fees on $10,000

$418most kept, SHAG

SHAG$430 − $12 = $418

BND$412 − $3 = $409

KeptFee

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

Overlap: SHAG, BND

Today

[…]holdings […]

SHAGBND

SHAG—[…]

BND[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.0%SHAG, at 2.0% volatility

SHAGWorst drop−1.8%2.0% vol

BNDWorst drop−4.5%4.0% vol

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

Paid More vs Made More

YTD

SHAGBND

+1.2%Year to date+0.1%

4.3%Yield4.1%

+2.0%Past year+0.4%

0.12%Fee0.03%

3–1SHAG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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