AGZD vs BSV

AAGZD

BBSV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,497AGZD · BSV $10,991

Lowest cost0.03%BSV · $3 on $10k

Most income4.10%BSV · $410 on $10k

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

Held in common[…]AGZD and BSV

AGZD

BSV

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177MVanguard Short-Term Bond ETF · $45.4B

+5.7%3 years · per year$11,798 · $11,439+4.6%

+4.6%5 years · per year$12,497 · $10,991+1.9%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

4.02%12-mo yield$402 · $410 on $10k4.10%

−0.6%Worst dropSmaller wins−1.4%

2.5%VolatilityLower wins1.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAGZD · BSV

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

Held in common[…]

End-of-day Nov 9, 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	AAGZD	WisdomTree Interest Rate Hedged U.S. Aggregate Bond FundRead Desk		0.23%	4.02%	+0.2%	+3.8%	+4.7%	+5.7%	+4.6%	−0.6%	$177M
2	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.10%	0.0%	+1.0%	+1.7%	+4.6%	+1.9%	−1.4%	$45.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAGZD	WisdomTree Interest Rate Hedged U.S. Aggregate Bond FundRead Desk		0.23%	4.02%	+0.2%	+3.8%	+4.7%	+5.7%	+4.6%	−0.6%	$177M
2	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.10%	0.0%	+1.0%	+1.7%	+4.6%	+1.9%	−1.4%	$45.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AGZD vs BSV

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,497

BSV

Vanguard Short-Term Bond

$10,991

MeasureAGZDBSV

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield4.02%4.10%

5 years, per year+4.6%+1.9%

3 years, per year+5.7%+4.6%

Worst drop · 1Y−0.6%−1.4%

Volatility · 1Y2.5%1.9%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: AGZD, BSV

Today

[…]holdings […]

AGZDBSV

AGZD—[…]

BSV[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$407most kept, BSV

BSV$410 − $3 = $407

AGZD$402 − $23 = $379

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee