IUSB vs AGZD

AIUSB

BAGZD

Measures won2–4AGZD wins · of 6 · 5Y

$10,000 · 5Y$12,472AGZD · IUSB $10,102

Lowest cost0.06%IUSB · $6 on $10k

Most income4.36%IUSB · $436 on $10k

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

Held in common[…]IUSB and AGZD

IUSB

AGZD

iShares Core Universal USD Bond ETF · $50.1BWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M

+5.6%3 years · per year$11,788 · $11,830+5.8%

+0.2%5 years · per year$10,102 · $12,472+4.5%

0.06%Expense ratio$6 · $23 on $10k · lower wins0.23%

4.36%12-mo yield$436 · $403 on $10k4.03%

−4.3%Worst dropSmaller wins−0.6%

3.9%VolatilityLower wins2.5%

2–4AGZD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · AGZD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 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%	+0.1%	+3.4%	+4.3%	+5.8%	+4.5%	−0.6%	$177M
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.36%	−0.2%	−0.5%	−0.1%	+5.6%	+0.2%	−4.3%	$50.1B

End-of-day Nov 3, 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%	+0.1%	+3.4%	+4.3%	+5.8%	+4.5%	−0.6%	$177M
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.36%	−0.2%	−0.5%	−0.1%	+5.6%	+0.2%	−4.3%	$50.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUSB vs AGZD

IUSB

iShares Core Universal USD Bond

$10,102

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,472

MeasureIUSBAGZD

Fee0.06%0.23%

Cost on $10k a year$6$23

Yield4.36%4.03%

5 years, per year+0.2%+4.5%

3 years, per year+5.6%+5.8%

Worst drop · 1Y−4.3%−0.6%

Volatility · 1Y3.9%2.5%

4–2measures won
AGZD first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IUSB, AGZD

Today

[…]holdings […]

IUSBAGZD

IUSB—[…]

AGZD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$430most kept, IUSB

IUSB$436 − $6 = $430

AGZD$403 − $23 = $380

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee