CPLB vs AGZD

ACPLB

BAGZD

Measures won2–4AGZD wins · of 6 · 5Y

$10,000 · 5Y$12,489AGZD · CPLB $10,335

Lowest cost0.23%AGZD · $23 on $10k

Most income5.48%CPLB · $548 on $10k

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

Held in common[…]CPLB and AGZD

CPLB

AGZD

NYLI MacKay Core Plus Bond ETF · $495MWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $184M

+6.9%3 years · per year$12,226 · $11,808+5.7%

+0.7%5 years · per year$10,335 · $12,489+4.5%

0.35%Expense ratio$35 · $23 on $10k · lower wins0.23%

5.48%12-mo yield$548 · $403 on $10k4.03%

−4.0%Worst dropSmaller wins−0.6%

3.7%VolatilityLower wins2.5%

2–4AGZD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCPLB · 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	ACPLB	NYLI MacKay Core Plus Bond ETFRead Desk		0.35%	5.48%	+0.2%	+0.3%	+1.3%	+6.9%	+0.7%	−4.0%	$495M

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	ACPLB	NYLI MacKay Core Plus Bond ETFRead Desk		0.35%	5.48%	+0.2%	+0.3%	+1.3%	+6.9%	+0.7%	−4.0%	$495M

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

CPLB vs AGZD

CPLB

NYLI MacKay Core Plus Bond

$10,335

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,489

MeasureCPLBAGZD

Fee0.35%0.23%

Cost on $10k a year$35$23

Yield5.48%4.03%

5 years, per year+0.7%+4.5%

3 years, per year+6.9%+5.7%

Worst drop · 1Y−4.0%−0.6%

Volatility · 1Y3.7%2.5%

4–2measures 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CPLB, AGZD

Today

[…]holdings […]

CPLBAGZD

CPLB—[…]

AGZD[…]—

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

Income After Fees on $10,000

$513most kept, CPLB

CPLB$548 − $35 = $513

AGZD$403 − $23 = $380

KeptFee

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