AGZD vs STBF5YAGZDAGZDAvsBSTBFSTBFWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177MPerformance Trust Short Term Bond ETF · $131MReturns · dividends in+5.6%3 years · per year$11,779 · […][…]+4.6%5 years · per year$12,524 · […][…]Cost and income0.23%Expense ratio$23 · $65 on $10k · lower wins0.65%4.02%12-mo yield$402 · $476 on $10k4.76%Risk · 1 year−0.6%End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond FundReadDesk0.23%4.02%−0.2%+3.8%+4.8%+5.6%+4.6%−0.6%$177M2BSTBFPerformance Trust Short Term Bond ETFReadDesk0.65%4.76%−0.1%+2.0%+2.8%newnew−1.1%$131MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond FundReadDesk0.23%4.02%−0.2%+3.8%+4.8%+5.6%+4.6%−0.6%$177M2BSTBFPerformance Trust Short Term Bond ETFReadDesk0.65%4.76%−0.1%+2.0%+2.8%newnew−1.1%$131MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in AGZD, STBF5Y$10k startAGZD $12.5kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: AGZD, STBFToday[…]holdings […]AGZDSTBFAGZD—[…]STBF[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
AGZD vs STBF5YAAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$12,524vsSTBFBPerformance Trust Short Term Bond[…]MeasureAGZDSTBFFee0.23%0.65%Cost on $10k a year$23$65Yield4.02%4.76%5 years, per year+4.6%[…]3 years, per year+5.6%[…]Worst drop · 1Y−0.6%−1.1%Volatility · 1Y2.5%1.6%
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: AGZD, STBFToday[…]holdings […]AGZDSTBFAGZD—[…]STBF[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$411most kept, STBFSTBF$476 − $65 = $411AGZD$402 − $23 = $379KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee