APCB vs AGZD

AAPCB

BAGZD

Measures won1–4AGZD wins · of 6 · 5Y

$10,000 · 5Y$12,489AGZD

Lowest cost0.23%AGZD · $23 on $10k

Most income4.20%APCB · $420 on $10k

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

Held in common[…]APCB and AGZD

APCB

AGZD

ActivePassive Core Bond ETF · $1.0BWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $184M

+4.8%3 years · per year$11,519 · $11,808+5.7%

[…]5 years · per year[…] · $12,489+4.5%

0.36%Expense ratio$36 · $23 on $10k · lower wins0.23%

4.20%12-mo yield$420 · $403 on $10k4.03%

−4.6%Worst dropSmaller wins−0.6%

3.7%VolatilityLower wins2.5%

1–4AGZD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPCB · AGZD

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	BAGZD	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	AAPCB	ActivePassive Core Bond ETFRead Desk		0.36%	4.20%	0.0%	−0.4%	+0.3%	+4.8%	new	−4.6%	$1.0B

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	BAGZD	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	AAPCB	ActivePassive Core Bond ETFRead Desk		0.36%	4.20%	0.0%	−0.4%	+0.3%	+4.8%	new	−4.6%	$1.0B

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

APCB vs AGZD

APCB

ActivePassive Core Bond

[…]

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,489

MeasureAPCBAGZD

Fee0.36%0.23%

Cost on $10k a year$36$23

Yield4.20%4.03%

5 years, per year[…]+4.5%

3 years, per year+4.8%+5.7%

Worst drop · 1Y−4.6%−0.6%

Volatility · 1Y3.7%2.5%

4–1measures won
AGZD first

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: APCB, AGZD

Today

[…]holdings […]

APCBAGZD

APCB—[…]

AGZD[…]—

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

Income After Fees on $10,000

$384most kept, APCB

APCB$420 − $36 = $384

AGZD$403 − $23 = $380

KeptFee

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