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WSDB vs AGGY

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

WSDB

Weitz Short Duration Bond ETF

Annual cost

Fund size

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

Annual cost

0.12%

Fund size

$875M

Side-by-side comparison

WSDBAGGY
Annual cost (TER)0.12%
Fund size (AUM)$875M
Since2015
Dividend yield4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+5.5%
CAGR 3YN/A+4.9%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.26
Volatility 1Y4.21%
Max drawdown-0.56%-20.97%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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