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WISD vs AGGY

Wisdom Short Duration Income ETF vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

WISD

Wisdom Short Duration Income ETF

Annual cost

Fund size

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.12%

Fund size

$886M

Key differences

  • WISD follows a active selection strategy; AGGY uses index tracking.

Side-by-side comparison

WISDAGGY
Annual cost (TER)0.12%
Fund size (AUM)$886M
Since2015
Dividend yield4.50%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+6.6%
CAGR 3YN/A+4.4%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.17
Volatility 1Y4.28%
Max drawdown-0.73%-20.97%

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

Similar to WISD and AGGY