Compare · 2 funds side by side · dividends reinvested

STOT and AGZD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,503AGZD · best of the two

02 / 04

STOT 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%+4.5%+5.7%+4.6%−0.6%2.5%$177M1.3

State Street DoubleLine Short Duration Total Return Tactical ETFBonds & Cash · Core aggregate0.45%4.46%+1.8%+2.5%+4.9%+3.0%−1.0%1.2%$543M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: STOT 2016 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street DoubleLine Short Duration Total Return Tactical ETF · $543M$11,591

STOT

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M$12,503

$10,000 five years ago, dividends reinvested

STOTMeasureAGZD

+1.8%Year to dateJan 1 → Nov 4+3.6%

+2.5%1 yearTotal return+4.5%

+4.9%3 years · per year$10,000 became $11,537 · $11,808+5.7%

+3.0%5 years · per year$10,000 became $11,591 · $12,503+4.6%

0.45%Expense ratio$45 · $23 a year on $10k · lower is better0.23%

4.46%Trailing 12-mo yield$446 · $403 a year on $10k4.03%

−1.0%Worst dropSmaller is better−0.6%

1.2%VolatilityLower is calmer2.5%

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

2–6AGZD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STOT vs AGZD: Top 5 Holdings

Today

STOT

[…]in top 5

AGZD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

STOT vs AGZD Returns, Every Period

SPDRSTOT

+3.0%

5 years, per year

AGZDWisdomTree

+4.6%

5 years, per year

STOTAGZDFaded: behind in that period

0–4AGZD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

STOT vs AGZD

YTD

SPDRSTOT

+1.8%

AGZDWisdomTree

+3.6%

+1.8%Year to date+3.6%

−1.0%Worst drop · 1Y−0.6%

1.2%Volatility · 1Y2.5%

4.5%Yield4.0%

$543MAssets$177M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STOT, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

STOT0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: STOT, AGZD

4.46%highest, STOT

FundTrailing yieldYield$10k

STOT4.46%$446

AGZD4.03%$403

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$401most kept, STOT

STOT$446 − $45 = $401

AGZD$403 − $23 = $380

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: STOT, AGZD

Today

[…]holdings […]

STOTAGZD

STOT—[…]

AGZD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.5%AGZD, at 2.5% volatility

STOTWorst drop−1.0%1.2% vol

AGZDWorst drop−0.6%2.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

STOTAGZD

+1.8%Year to date+3.6%

4.5%Yield4.0%

+2.5%Past year+4.5%

0.45%Fee0.23%

3–1AGZD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026