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USIN vs AGGY

Wisdomtree 7-10 Year Laddered Treasury Fund ETF vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

USIN

Wisdomtree 7-10 Year Laddered Treasury Fund ETF

WisdomTree

Annual cost

0.15%

Fund size

$4M

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.12%

Fund size

$886M

Key differences

  • AGGY is significantly larger than USIN — larger funds tend to be 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

USINAGGY
Annual cost (TER)0.15%0.12%
Fund size (AUM)$4M$886M
Since20242015
Dividend yield3.93%4.50%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+6.6%
CAGR 3YN/A+4.4%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.17
Volatility 1Y4.80%4.28%
Max drawdown-6.88%-20.97%

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

Similar to USIN and AGGY