Screener
WTLS vs AGGY
Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Key differences
- AGGY costs 0.76% less per year.
- AGGY is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
- WTLS is classified as alternative, while AGGY is fixed income — different risk/return profiles.
- WTLS follows a long short strategy; AGGY uses index tracking.
- AGGY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTLS | AGGY | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.12% |
| Fund size (AUM) | $11M | $886M |
| Since | 2026 | 2015 |
| Dividend yield | — | 4.50% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | long short | index tracking |
| CAGR 1Y | N/A | +6.6% |
| CAGR 3Y | N/A | +4.4% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.17 |
| Volatility 1Y | — | 4.28% |
| Max drawdown | -8.95% | -20.97% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to WTLS and AGGY
Explore further