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USIN vs SHAG

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

USIN

Wisdomtree 7-10 Year Laddered Treasury Fund ETF

WisdomTree

Annual cost

0.15%

Fund size

$4M

SHAG

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

WisdomTree

Annual cost

0.12%

Fund size

$43M

Key differences

  • SHAG is significantly larger than USIN — larger funds tend to be more liquid and less likely to close.
  • SHAG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USINSHAG
Annual cost (TER)0.15%0.12%
Fund size (AUM)$4M$43M
Since20242017
Dividend yield3.93%4.30%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+4.1%
CAGR 3YN/A+4.5%
CAGR 5YN/A+1.6%
Sharpe 3YN/A0.40
Volatility 1Y4.80%2.09%
Max drawdown-6.88%-9.61%

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

Similar to USIN and SHAG