Screener
AGGY vs WTLS
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund vs Wisdomtree Efficient Long/Short US Equity Fund
Key differences
- AGGY costs 0.76% less per year.
- AGGY is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
- AGGY is classified as fixed income, while WTLS is alternative — different risk/return profiles.
- AGGY follows a index tracking strategy; WTLS uses long short.
- AGGY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGGY | WTLS | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.88% |
| Fund size (AUM) | $886M | $11M |
| Since | 2015 | 2026 |
| Dividend yield | 4.50% | — |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | index tracking | long short |
| CAGR 1Y | +6.6% | N/A |
| CAGR 3Y | +4.4% | N/A |
| CAGR 5Y | +0.2% | N/A |
| Sharpe 3Y | 0.17 | N/A |
| Volatility 1Y | 4.28% | — |
| Max drawdown | -20.97% | -8.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AGGY and WTLS
Explore further