AGGY vs BSV

AAGGY

BBSV

Measures won2–4BSV wins · of 6 · 5Y

$10,000 · 5Y$10,961BSV · AGGY $9,845

Lowest cost0.03%BSV · $3 on $10k

Most income4.81%AGGY · $481 on $10k

Smallest drop−1.4%BSV · worst fall in 1Y

Held in common[…]AGGY and BSV

AGGY

BSV

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · $894MVanguard Short-Term Bond ETF · $45.4B

+5.4%3 years · per year$11,719 · $11,447+4.6%

−0.3%5 years · per year$9,845 · $10,961+1.9%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

4.81%12-mo yield$481 · $411 on $10k4.11%

−5.1%Worst dropSmaller wins−1.4%

4.5%VolatilityLower wins1.9%

2–4BSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAGGY · BSV

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	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.11%	−0.1%	+0.7%	+1.6%	+4.6%	+1.9%	−1.4%	$45.4B
2	AAGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond FundRead Desk		0.12%	4.81%	−0.1%	−1.2%	−0.9%	+5.4%	−0.3%	−5.1%	$894M

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	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.11%	−0.1%	+0.7%	+1.6%	+4.6%	+1.9%	−1.4%	$45.4B
2	AAGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond FundRead Desk		0.12%	4.81%	−0.1%	−1.2%	−0.9%	+5.4%	−0.3%	−5.1%	$894M

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

AGGY vs BSV

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

$9,845

BSV

Vanguard Short-Term Bond

$10,961

MeasureAGGYBSV

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield4.81%4.11%

5 years, per year−0.3%+1.9%

3 years, per year+5.4%+4.6%

Worst drop · 1Y−5.1%−1.4%

Volatility · 1Y4.5%1.9%

4–2measures won
BSV first

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

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

Overlap: AGGY, BSV

Today

[…]holdings […]

AGGYBSV

AGGY—[…]

BSV[…]—

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

Income After Fees on $10,000

$469most kept, AGGY

AGGY$481 − $12 = $469

BSV$411 − $3 = $408

KeptFee

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