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SHAG vs AGGY
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Key differences
- AGGY is significantly larger than SHAG — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| SHAG | AGGY | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.12% |
| Fund size (AUM) | $43M | $886M |
| Since | 2017 | 2015 |
| Dividend yield | 4.30% | 4.50% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.1% | +6.6% |
| CAGR 3Y | +4.5% | +4.4% |
| CAGR 5Y | +1.6% | +0.2% |
| Sharpe 3Y | 0.40 | 0.17 |
| Volatility 1Y | 2.09% | 4.28% |
| Max drawdown | -9.61% | -20.97% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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