AGG vs AGZD

AAGG

BAGZD

Measures won2–4AGZD wins · of 6 · 5Y

$10,000 · 5Y$12,472AGZD · AGG $9,930

Lowest cost0.03%AGG · $3 on $10k

Most income4.15%AGG · $415 on $10k

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

Held in common[…]AGG and AGZD

AGG

AGZD

iShares Core U.S. Aggregate Bond ETF · $139BWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M

+5.3%3 years · per year$11,667 · $11,830+5.8%

−0.1%5 years · per year$9,930 · $12,472+4.5%

0.03%Expense ratio$3 · $23 on $10k · lower wins0.23%

4.15%12-mo yield$415 · $403 on $10k4.03%

−4.6%Worst dropSmaller wins−0.6%

4.1%VolatilityLower wins2.5%

2–4AGZD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAGG · AGZD

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

Held in common[…]

End-of-day Nov 3, 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%	+0.1%	+3.4%	+4.3%	+5.8%	+4.5%	−0.6%	$177M
2	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B

End-of-day Nov 3, 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%	+0.1%	+3.4%	+4.3%	+5.8%	+4.5%	−0.6%	$177M
2	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B

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

Cards for this view

AGG vs AGZD

AGG

iShares Core U.S. Aggregate Bond

$9,930

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,472

MeasureAGGAGZD

Fee0.03%0.23%

Cost on $10k a year$3$23

Yield4.15%4.03%

5 years, per year−0.1%+4.5%

3 years, per year+5.3%+5.8%

Worst drop · 1Y−4.6%−0.6%

Volatility · 1Y4.1%2.5%

4–2measures won
AGZD first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

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

Overlap: AGG, AGZD

Today

[…]holdings […]

AGGAGZD

AGG—[…]

AGZD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$412most kept, AGG

AGG$415 − $3 = $412

AGZD$403 − $23 = $380

KeptFee

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