Screener
AGGY vs TYA
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund vs Simplify Intermediate Term Treasury Futures Strategy ETF
Key differences
Both AGGY and TYA are fixed income ETFs. AGGY charges 0.12% a year and TYA 0.25%. The main difference: AGGY follows a index tracking strategy; TYA uses active selection.
- AGGY follows a index tracking strategy; TYA uses active selection.
- AGGY costs 0.13% less per year.
- AGGY is much larger than TYA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AGGY has delivered higher annualized returns.
- AGGY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGGY | TYA | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.25% |
| Fund size (AUM) | $875M | $72M |
| Since | 2015 | 2021 |
| Dividend yield | 4.48% | 3.83% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.5% | +1.5% |
| CAGR 3Y | +4.9% | -1.7% |
| CAGR 5Y | +0.2% | N/A |
| Sharpe 3Y | 0.26 | -0.22 |
| Volatility 1Y | 4.21% | 12.64% |
| Max drawdown | -20.97% | -51.15% |
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