EUSB vs AGZD

AEUSB

BAGZD

Measures won2–4AGZD wins · of 6 · 5Y

$10,000 · 5Y$12,489AGZD · EUSB $10,091

Lowest cost0.12%EUSB · $12 on $10k

Most income4.07%EUSB · $407 on $10k

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

Held in common[…]EUSB and AGZD

EUSB

AGZD

iShares ESG Advanced Universal USD Bond ETF · $712MWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $184M

+5.4%3 years · per year$11,708 · $11,808+5.7%

+0.2%5 years · per year$10,091 · $12,489+4.5%

0.12%Expense ratio$12 · $23 on $10k · lower wins0.23%

4.07%12-mo yield$407 · $403 on $10k4.03%

−4.3%Worst dropSmaller wins−0.6%

3.7%VolatilityLower wins2.5%

2–4AGZD wins

$10,000 · 5 yearsOne scale

Shared top holdingsEUSB · 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	AEUSB	iShares ESG Advanced Universal USD Bond ETFRead Desk		0.12%	4.07%	−0.1%	−0.3%	+0.6%	+5.4%	+0.2%	−4.3%	$712M

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	AEUSB	iShares ESG Advanced Universal USD Bond ETFRead Desk		0.12%	4.07%	−0.1%	−0.3%	+0.6%	+5.4%	+0.2%	−4.3%	$712M

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

EUSB vs AGZD

EUSB

iShares ESG Advanced Universal USD Bond

$10,091

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,489

MeasureEUSBAGZD

Fee0.12%0.23%

Cost on $10k a year$12$23

Yield4.07%4.03%

5 years, per year+0.2%+4.5%

3 years, per year+5.4%+5.7%

Worst drop · 1Y−4.3%−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%

$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: EUSB, AGZD

Today

[…]holdings […]

EUSBAGZD

EUSB—[…]

AGZD[…]—

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

Income After Fees on $10,000

$395most kept, EUSB

EUSB$407 − $12 = $395

AGZD$403 − $23 = $380

KeptFee

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