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QHY vs AGGY

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

QHY

WisdomTree U.S. High Yield Corporate Bond Fund

WisdomTree

Annual cost

0.38%

Fund size

$239M

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.12%

Fund size

$886M

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

QHYAGGY
Annual cost (TER)0.38%0.12%
Fund size (AUM)$239M$886M
Since20162015
Dividend yield6.25%4.50%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.2%+6.6%
CAGR 3Y+8.4%+4.4%
CAGR 5Y+3.3%+0.2%
Sharpe 3Y0.840.17
Volatility 1Y3.70%4.28%
Max drawdown-22.74%-20.97%

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

Similar to QHY and AGGY