AGZD vs IUSB

AAGZD

BIUSB

Measures won4–2AGZD wins · of 6 · 5Y

$10,000 · 5Y$12,489AGZD · SGOV $12,090

Lowest cost0.06%IUSB · $6 on $10k

Most income4.34%IUSB · $434 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]AGZD and IUSB

AGZD

IUSB

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $184MiShares Core Universal USD Bond ETF · $50.4B

+5.7%3 years · per year$11,808 · $11,774+5.6%

+4.5%5 years · per year$12,489 · $10,138+0.3%

0.23%Expense ratio$23 · $6 on $10k · lower wins0.06%

4.03%12-mo yield$403 · $434 on $10k4.34%

−0.6%Worst dropSmaller wins−4.3%

2.5%VolatilityLower wins3.9%

4–2AGZD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAGZD · IUSB

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

All Three

5Y3 funds

#
1	AAGZD	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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B

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

All Three

5Y3 funds

#
1	AAGZD	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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B

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

AGZD vs IUSB

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,489

IUSB

iShares Core Universal USD Bond

$10,138

MeasureAGZDIUSB

Fee0.23%0.06%

Cost on $10k a year$23$6

Yield4.03%4.34%

5 years, per year+4.5%+0.3%

3 years, per year+5.7%+5.6%

Worst drop · 1Y−0.6%−4.3%

Volatility · 1Y2.5%3.9%

4–2measures won
AGZD first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AGZD, IUSB, SGOV

Today

[…]holdings […]

AGZDIUSBSGOV

AGZD—[…][…]

IUSB[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

AGZD$403 − $23 = $380

SGOV$363 − $9 = $354

KeptFee

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