CGCB vs AGZD5YCGCBCGCBAvsBAGZDAGZDCapital Group Core Bond ETF · $6.9BWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177MReturns · dividends in+4.4%3 years · per year$11,367 · $11,779+5.6%[…]5 years · per year[…] · $12,524+4.6%Cost and income0.27%Expense ratio$27 · $23 on $10k · lower wins0.23%4.33%12-mo yield$433 · $402 on $10k4.02%Risk · 1 year−4.9%End-of-day Nov 13, 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▲▼1BAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond FundReadDesk0.23%4.02%−0.2%+3.8%+4.8%+5.6%+4.6%−0.6%$177M2ACGCBCapital Group Core Bond ETFReadDesk0.27%4.33%−0.6%−1.7%−1.6%+4.4%new−4.9%$6.9BEnd-of-day Nov 13, 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▲▼1BAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond FundReadDesk0.23%4.02%−0.2%+3.8%+4.8%+5.6%+4.6%−0.6%$177M2ACGCBCapital Group Core Bond ETFReadDesk0.27%4.33%−0.6%−1.7%−1.6%+4.4%new−4.9%$6.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in CGCB, AGZD5Y$10k startAGZD $12.6kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CGCB, AGZDToday[…]holdings […]CGCBAGZDCGCB—[…]AGZD[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CGCB vs AGZD5YACGCBCapital Group Core Bond[…]vsAGZDBWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$12,524MeasureCGCBAGZDFee0.27%0.23%Cost on $10k a year$27$23Yield4.33%4.02%5 years, per year[…]+4.6%3 years, per year+4.4%+5.6%Worst drop · 1Y−4.9%−0.6%Volatility · 1Y4.3%
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 13+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 13+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 13, 2026
Overlap: CGCB, AGZDToday[…]holdings […]CGCBAGZDCGCB—[…]AGZD[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$406most kept, CGCBCGCB$433 − $27 = $406AGZD$402 − $23 = $379KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee