AGZD vs SCHD

AAGZD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · AGZD $12,489

Lowest cost0.06%SCHD · $6 on $10k

Most income4.03%AGZD · $403 on $10k

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

Held in common[…]AGZD and SCHD

AGZD

SCHD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $184MSchwab U.S. Dividend Equity ETF · $120B

+5.7%3 years · per year$11,808 · $17,266+20.0%

+4.5%5 years · per year$12,489 · $16,267+10.2%

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

4.03%12-mo yield$403 · $300 on $10k3.00%

−0.6%Worst dropSmaller wins−6.9%

2.5%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAGZD · SCHD

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	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

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	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

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 SCHD

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,489

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAGZDSCHD

Fee0.23%0.06%

Cost on $10k a year$23$6

Yield4.03%3.00%

5 years, per year+4.5%+10.2%

3 years, per year+5.7%+20.0%

Worst drop · 1Y−0.6%−6.9%

Volatility · 1Y2.5%11.7%

3–3measures won
level

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AGZD, SCHD

Today

[…]holdings […]

AGZDSCHD

AGZD—[…]

SCHD[…]—

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

Income After Fees on $10,000

$380most kept, AGZD

AGZD$403 − $23 = $380

SCHD$300 − $6 = $294

KeptFee

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