SCEC vs AGZD

ASCEC

BAGZD

Measures won1–3AGZD wins · of 6 · 5Y

$10,000 · 5Y$12,442AGZD

Lowest cost0.23%AGZD · $23 on $10k

Most income5.14%SCEC · $514 on $10k

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

Held in common[…]SCEC and AGZD

SCEC

AGZD

Sterling Capital Enhanced Core Bond ETF · $617MWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M

[…]3 years · per year[…] · $11,777+5.6%

[…]5 years · per year[…] · $12,442+4.5%

0.39%Expense ratio$39 · $23 on $10k · lower wins0.23%

5.14%12-mo yield$514 · $404 on $10k4.04%

−4.8%Worst dropSmaller wins−0.6%

4.0%VolatilityLower wins2.5%

1–3AGZD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCEC · AGZD

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

Held in common[…]

End-of-day Nov 5, 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%	4.04%	−0.3%	+3.3%	+3.9%	+5.6%	+4.5%	−0.6%	$177M
2	ASCEC	Sterling Capital Enhanced Core Bond ETFRead Desk		0.39%	5.14%	+0.2%	−1.0%	−0.5%	new	new	−4.8%	$617M

End-of-day Nov 5, 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%	4.04%	−0.3%	+3.3%	+3.9%	+5.6%	+4.5%	−0.6%	$177M
2	ASCEC	Sterling Capital Enhanced Core Bond ETFRead Desk		0.39%	5.14%	+0.2%	−1.0%	−0.5%	new	new	−4.8%	$617M

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

Cards for this view

SCEC vs AGZD

SCEC

Sterling Capital Enhanced Core Bond

[…]

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,442

MeasureSCECAGZD

Fee0.39%0.23%

Cost on $10k a year$39$23

Yield5.14%4.04%

5 years, per year[…]+4.5%

3 years, per year[…]+5.6%

Worst drop · 1Y−4.8%−0.6%

Volatility · 1Y4.0%2.5%

3–1measures won
AGZD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCEC, AGZD

Today

[…]holdings […]

SCECAGZD

SCEC—[…]

AGZD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$475most kept, SCEC

SCEC$514 − $39 = $475

AGZD$404 − $23 = $381

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee