AGGY vs IUSB

AAGGY

BIUSB

Measures won1–5IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,113IUSB · AGGY $9,862

Lowest cost0.06%IUSB · $6 on $10k

Most income4.78%AGGY · $478 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]AGGY and IUSB

AGGY

IUSB

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · $894MiShares Core Universal USD Bond ETF · $50.3B

+5.7%3 years · per year$11,816 · $11,881+5.9%

−0.3%5 years · per year$9,862 · $10,113+0.2%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

4.78%12-mo yield$478 · $434 on $10k4.34%

−5.1%Worst dropSmaller wins−4.3%

4.5%VolatilityLower wins3.9%

1–5IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsAGGY · IUSB

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

Held in common[…]

End-of-day Nov 4, 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	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B
2	AAGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond FundRead Desk		0.12%	4.78%	+0.6%	−0.7%	−0.2%	+5.7%	−0.3%	−5.1%	$894M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B
2	AAGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond FundRead Desk		0.12%	4.78%	+0.6%	−0.7%	−0.2%	+5.7%	−0.3%	−5.1%	$894M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AGGY vs IUSB

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

$9,862

IUSB

iShares Core Universal USD Bond

$10,113

MeasureAGGYIUSB

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield4.78%4.34%

5 years, per year−0.3%+0.2%

3 years, per year+5.7%+5.9%

Worst drop · 1Y−5.1%−4.3%

Volatility · 1Y4.5%3.9%

5–1measures won
IUSB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AGGY, IUSB

Today

[…]holdings […]

AGGYIUSB

AGGY—[…]

IUSB[…]—

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

Income After Fees on $10,000

$466most kept, AGGY

AGGY$478 − $12 = $466

IUSB$434 − $6 = $428

KeptFee

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