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WISD vs SHAG

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

WISD

Wisdom Short Duration Income ETF

Annual cost

Fund size

SHAG

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

WisdomTree

Annual cost

0.12%

Fund size

$43M

Key differences

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

Side-by-side comparison

WISDSHAG
Annual cost (TER)0.12%
Fund size (AUM)$43M
Since2017
Dividend yield4.30%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.1%
CAGR 3YN/A+4.5%
CAGR 5YN/A+1.6%
Sharpe 3YN/A0.40
Volatility 1Y2.09%
Max drawdown-0.73%-9.61%

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

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