SHAGWisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
Tracks the Bloomberg U.S. Short Aggregate Enhanced Yield Index.
By WisdomTree · Launched 2017
Annual Cost
0.12%
#509 of 6,040 · low cost
Fund Size
$47M
#3,812 of 6,040 · mid-size
Return (1Y)
+1.0%
Track Record
9 years
#1,542 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,116+1.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Index tracking
Index tracked
Bloomberg US Short Aggregate Enhanced Yield Index
Holdings
By weightConcentration
Top 10 holdings = 22.3% of funddiversified
United States Treasury Notes
5.7%
United States Treasury Notes
5.0%
United States Treasury Bills
4.7%
Federal National Mortgage Association
1.5%
United States Treasury Notes
1.2%
Tennessee Valley Authority
1.0%
United States Treasury Bills
0.9%
United States Treasury Notes
0.9%
Federal Home Loan Banks
0.8%
BANK5 2024-5YR12
0.7%
Asset allocation
Bonds
92.5%
Cash
6.4%
Stocks
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
1.9%Low
Year-on-year price swings
Max drawdown
-9.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.26Below average
Sortino (3Y)
0.39Moderate downside risk
Bond profile
Duration
4.0 years
Avg maturity
9.8 years
Credit ratings
US Government
26.6%
AAA
6.0%
AA
28.0%
A
21.7%
BBB
38.6%
BB
0.5%
Other
5.3%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the Bloomberg U.S. Short Aggregate Enhanced Yield Index.
- Strategy
- Employs a passive management approach to track the Bloomberg U.S. Short Aggregate Enhanced Yield Index, investing primarily in U.S. investment grade fixed income securities. Aims to enhance yield while managing risk through representative sampling and sector concentration.
- Inception date
- May 18, 2017
- Fund family
- WisdomTree
Similar funds
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Data updated on 2026-09-18