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AGGY vs QHY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund vs WisdomTree U.S. High Yield Corporate Bond Fund

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.12%

Fund size

$886M

QHY

WisdomTree U.S. High Yield Corporate Bond Fund

WisdomTree

Annual cost

0.38%

Fund size

$239M

Key differences

  • AGGY costs 0.26% less per year.
  • AGGY is significantly larger than QHY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, QHY has delivered higher annualized returns.

Side-by-side comparison

AGGYQHY
Annual cost (TER)0.12%0.38%
Fund size (AUM)$886M$239M
Since20152016
Dividend yield4.50%6.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.6%+8.2%
CAGR 3Y+4.4%+8.4%
CAGR 5Y+0.2%+3.3%
Sharpe 3Y0.170.84
Volatility 1Y4.28%3.70%
Max drawdown-20.97%-22.74%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AGGY and QHY