Screener
MSTI vs AGGY
Madison Short-Term Strategic Income ETF vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Key differences
Both MSTI and AGGY are fixed income ETFs. MSTI charges 0.36% a year and AGGY 0.12%. The main difference: MSTI follows a active selection strategy; AGGY uses index tracking.
- MSTI follows a active selection strategy; AGGY uses index tracking.
- AGGY costs 0.24% less per year.
- AGGY is much larger than MSTI. Larger funds are usually more liquid and less likely to close.
- AGGY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSTI | AGGY | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.12% |
| Fund size (AUM) | $49M | $875M |
| Since | 2023 | 2015 |
| Dividend yield | 5.31% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.2% | +5.5% |
| CAGR 3Y | N/A | +4.9% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.26 |
| Volatility 1Y | 2.44% | 4.21% |
| Max drawdown | -1.47% | -20.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.