Screener
AGGY vs CDX
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund vs Simplify High Yield ETF
Key differences
Both AGGY and CDX are fixed income ETFs. AGGY charges 0.12% a year and CDX 0.25%. The main difference: AGGY follows a index tracking strategy; CDX uses multi strategy.
- AGGY follows a index tracking strategy; CDX uses multi strategy.
- AGGY costs 0.13% less per year.
- Over the last three years, CDX has delivered higher annualized returns.
- AGGY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGGY | CDX | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.25% |
| Fund size (AUM) | $875M | $407M |
| Since | 2015 | 2022 |
| Dividend yield | 4.48% | 8.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +5.5% | -0.4% |
| CAGR 3Y | +4.9% | +7.9% |
| CAGR 5Y | +0.2% | N/A |
| Sharpe 3Y | 0.26 | 0.43 |
| Volatility 1Y | 4.21% | 5.80% |
| Max drawdown | -20.97% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.