SHAG vs FBND

ASHAG

BFBND

Measures won4–2SHAG wins · of 6 · 5Y

$10,000 · 5Y$10,946SHAG · FBND $10,278

Lowest cost0.12%SHAG · $12 on $10k

Most income4.78%FBND · $478 on $10k

Smallest drop−1.8%SHAG · worst fall in 1Y

Held in common[…]SHAG and FBND

SHAG

FBND

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · $75MFidelity Total Bond ETF · $28.4B

+4.8%3 years · per year$11,526 · $11,831+5.8%

+1.8%5 years · per year$10,946 · $10,278+0.6%

0.12%Expense ratio$12 · $36 on $10k · lower wins0.36%

4.31%12-mo yield$431 · $478 on $10k4.78%

−1.8%Worst dropSmaller wins−4.7%

2.0%VolatilityLower wins4.1%

4–2SHAG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHAG · FBND

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	ASHAG	WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundRead Desk		0.12%	4.31%	−0.1%	+1.1%	+1.9%	+4.8%	+1.8%	−1.8%	$75M
2	BFBND	Fidelity Total Bond ETFRead Desk		0.36%	4.78%	−0.1%	−0.1%	+0.5%	+5.8%	+0.6%	−4.7%	$28.4B

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	ASHAG	WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundRead Desk		0.12%	4.31%	−0.1%	+1.1%	+1.9%	+4.8%	+1.8%	−1.8%	$75M
2	BFBND	Fidelity Total Bond ETFRead Desk		0.36%	4.78%	−0.1%	−0.1%	+0.5%	+5.8%	+0.6%	−4.7%	$28.4B

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

SHAG vs FBND

SHAG

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

$10,946

FBND

Fidelity Total Bond

$10,278

MeasureSHAGFBND

Fee0.12%0.36%

Cost on $10k a year$12$36

Yield4.31%4.78%

5 years, per year+1.8%+0.6%

3 years, per year+4.8%+5.8%

Worst drop · 1Y−1.8%−4.7%

Volatility · 1Y2.0%4.1%

4–2measures won
SHAG 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: SHAG, FBND

Today

[…]holdings […]

SHAGFBND

SHAG—[…]

FBND[…]—

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

Income After Fees on $10,000

$442most kept, FBND

FBND$478 − $36 = $442

SHAG$431 − $12 = $419

KeptFee

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