Compare · 2 funds side by side · dividends reinvested

SJCP and AGZD

SJCPSanJac Alpha×AGZDWisdomTree×

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

02 / 04

SJCP 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%$177M1.1

SanJac Alpha Core Plus Bond ETFBonds & Cash · Core aggregate0.65%3.89%+1.0%+1.7%[…][…]−2.0%2.3%$7M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: SJCP 2024 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

SanJac Alpha Core Plus Bond ETF · $7M[…]

SJCP

AGZD

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

$10,000 five years ago, dividends reinvested

SJCPMeasureAGZD

+1.0%Year to dateJan 1 → Nov 3+3.4%

+1.7%1 yearTotal return+4.3%

[…]3 years · per year$10,000 became […] · $11,830+5.8%

[…]5 years · per year$10,000 became […] · $12,472+4.5%

0.65%Expense ratio$65 · $23 a year on $10k · lower is better0.23%

3.89%Trailing 12-mo yield$389 · $403 a year on $10k4.03%

−2.0%Worst dropSmaller is better−0.6%

2.3%VolatilityLower is calmer2.5%

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

1–5AGZD wins

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

More Ways to See the Pairs

SJCP vs AGZD: Top 5 Holdings

Today

SJCP

21.1%in top 5

AGZD

in top 5[…]

SJCPStockAGZD

10.9%RITM-PDnot top 5

3.3%PMTVnot top 5

2.9%DXnot top 5

2.1%PMT-PAnot top 5

1.9%XELLLnot top 5

Held in common[…]

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

SJCP vs AGZD Returns, Every Period

SanJac AlphaSJCP

+1.7%

past year

AGZDWisdomTree

+4.3%

past year

SJCPAGZDFaded: behind in that period

0–2AGZD wins

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

SJCP vs AGZD

YTD

SanJac AlphaSJCP

+1.0%

AGZDWisdomTree

+3.4%

+1.0%Year to date+3.4%

−2.0%Worst drop · 1Y−0.6%

2.3%Volatility · 1Y2.5%

3.9%Yield4.0%

$7.4MAssets$177M

3–1AGZD wins

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

Cost, Income and Risk

Fees: SJCP, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

SJCP0.65%$65

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

Yields: SJCP, AGZD

4.03%highest, AGZD

FundTrailing yieldYield$10k

AGZD4.03%$403

SJCP3.89%$389

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

Income After Fees on $10,000

$380most kept, AGZD

AGZD$403 − $23 = $380

SJCP$389 − $65 = $324

KeptFee

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

Overlap: SJCP, AGZD

Today

[…]holdings […]

SJCPAGZD

SJCP—[…]

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

SJCPWorst drop−2.0%2.3% vol

AGZDWorst drop−0.6%2.5% vol

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

Paid More vs Made More

YTD

AGZDSJCP

+3.4%Year to date+1.0%

4.0%Yield3.9%

+4.3%Past year+1.7%

0.23%Fee0.65%

4–0AGZD wins

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