Compare · 2 funds side by side · dividends reinvested

USTB and AGZD

USTBVictoryShares×AGZDWisdomTree×

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

02 / 04

USTB 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%$177M1.4

VictoryShares Short-Term Bond ETFBonds & Cash · Core aggregate0.33%4.55%+2.2%+3.2%+6.1%+3.7%−1.0%1.3%$2.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: USTB 2017 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares Short-Term Bond ETF · $2.8B$11,986

USTB

AGZD

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

$10,000 five years ago, dividends reinvested

USTBMeasureAGZD

+2.2%Year to dateJan 1 → Nov 4+3.6%

+3.2%1 yearTotal return+4.5%

+6.1%3 years · per year$10,000 became $11,932 · $11,808+5.7%

+3.7%5 years · per year$10,000 became $11,986 · $12,503+4.6%

0.33%Expense ratio$33 · $23 a year on $10k · lower is better0.23%

4.55%Trailing 12-mo yield$455 · $403 a year on $10k4.03%

−1.0%Worst dropSmaller is better−0.6%

1.3%VolatilityLower is calmer2.5%

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

3–5AGZD wins

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

More Ways to See the Pairs

USTB vs AGZD: Top 5 Holdings

Today

USTB

[…]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

USTB vs AGZD Returns, Every Period

VictorySharesUSTB

+3.7%

5 years, per year

AGZDWisdomTree

+4.6%

5 years, per year

USTBAGZDFaded: behind in that period

1–3AGZD wins

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

USTB vs AGZD

YTD

VictorySharesUSTB

+2.2%

AGZDWisdomTree

+3.6%

+2.2%Year to date+3.6%

−1.0%Worst drop · 1Y−0.6%

1.3%Volatility · 1Y2.5%

4.6%Yield4.0%

$2.8BAssets$177M

2–2level

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

Cost, Income and Risk

Fees: USTB, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

USTB0.33%$33

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

Yields: USTB, AGZD

4.55%highest, USTB

FundTrailing yieldYield$10k

USTB4.55%$455

AGZD4.03%$403

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

Income After Fees on $10,000

$422most kept, USTB

USTB$455 − $33 = $422

AGZD$403 − $23 = $380

KeptFee

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

Overlap: USTB, AGZD

Today

[…]holdings […]

USTBAGZD

USTB—[…]

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

USTBWorst drop−1.0%1.3% 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

USTBAGZD

+2.2%Year to date+3.6%

4.6%Yield4.0%

+3.2%Past year+4.5%

0.33%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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026