SJCP vs AGZD

ASJCP

BAGZD

Measures won1–3AGZD wins · of 6 · 5Y

$10,000 · 5Y$12,472AGZD

Lowest cost0.23%AGZD · $23 on $10k

Most income4.03%AGZD · $403 on $10k

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

Held in common[…]SJCP and AGZD

SJCP

AGZD

SanJac Alpha Core Plus Bond ETF · $7MWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $177M

[…]3 years · per year[…] · $11,830+5.8%

[…]5 years · per year[…] · $12,472+4.5%

0.65%Expense ratio$65 · $23 on $10k · lower wins0.23%

3.89%12-mo yield$389 · $403 on $10k4.03%

−2.0%Worst dropSmaller wins−0.6%

2.3%VolatilityLower wins2.5%

1–3AGZD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSJCP · 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	ASJCP	SanJac Alpha Core Plus Bond ETFRead Desk		0.65%	3.89%	−0.2%	+1.0%	+1.7%	new	new	−2.0%	$7M

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	ASJCP	SanJac Alpha Core Plus Bond ETFRead Desk		0.65%	3.89%	−0.2%	+1.0%	+1.7%	new	new	−2.0%	$7M

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

SJCP vs AGZD

SJCP

SanJac Alpha Core Plus Bond

[…]

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$12,472

MeasureSJCPAGZD

Fee0.65%0.23%

Cost on $10k a year$65$23

Yield3.89%4.03%

5 years, per year[…]+4.5%

3 years, per year[…]+5.8%

Worst drop · 1Y−2.0%−0.6%

Volatility · 1Y2.3%2.5%

3–1measures 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: SJCP, AGZD

Today

[…]holdings […]

SJCPAGZD

SJCP—[…]

AGZD[…]—

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

Income After Fees on $10,000

$380most kept, AGZD

AGZD$403 − $23 = $380

SJCP$389 − $65 = $324

KeptFee

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