AFIF vs AGZD

AAFIF

BAGZD

Measures won2–4AGZD wins · of 6 · 5Y

$10,000 · 5Y$12,489AGZD · AFIF $12,018

Lowest cost0.23%AGZD · $23 on $10k

Most income4.19%AFIF · $419 on $10k

Smallest drop−0.6%AGZD · worst fall in 1Y

Held in common[…]AFIF and AGZD

AFIF

AGZD

Anfield Universal Fixed Income ETF · $691MWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $184M

+6.3%3 years · per year$12,003 · $11,808+5.7%

+3.7%5 years · per year$12,018 · $12,489+4.5%

0.85%Expense ratio$85 · $23 on $10k · lower wins0.23%

4.19%12-mo yield$419 · $403 on $10k4.03%

−1.6%Worst dropSmaller wins−0.6%

2.6%VolatilityLower wins2.5%

2–4AGZD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFIF · AGZD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BAGZD	WisdomTree Interest Rate Hedged U.S. Aggregate Bond FundRead Desk		0.23%	4.03%	+0.3%	+3.6%	+4.2%	+5.7%	+4.5%	−0.6%	$184M
2	AAFIF	Anfield Universal Fixed Income ETFRead Desk		0.85%	4.19%	+0.1%	+1.6%	+2.4%	+6.3%	+3.7%	−1.6%	$691M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BAGZD	WisdomTree Interest Rate Hedged U.S. Aggregate Bond FundRead Desk		0.23%	4.03%	+0.3%	+3.6%	+4.2%	+5.7%	+4.5%	−0.6%	$184M
2	AAFIF	Anfield Universal Fixed Income ETFRead Desk		0.85%	4.19%	+0.1%	+1.6%	+2.4%	+6.3%	+3.7%	−1.6%	$691M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFIF vs AGZD

AFIF

Anfield Universal Fixed Income

$12,018

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,489

MeasureAFIFAGZD

Fee0.85%0.23%

Cost on $10k a year$85$23

Yield4.19%4.03%

5 years, per year+3.7%+4.5%

3 years, per year+6.3%+5.7%

Worst drop · 1Y−1.6%−0.6%

Volatility · 1Y2.6%2.5%

4–2measures won
AGZD first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AFIF, AGZD

Today

[…]holdings […]

AFIFAGZD

AFIF—[…]

AGZD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$380most kept, AGZD

AGZD$403 − $23 = $380

AFIF$419 − $85 = $334

KeptFee

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