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ETFs

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

AGGY
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Jul 9, 2015
Expense Ratio
0.12%
Type
US Bonds
Fund Owner
Wisdom Tree
Volume (1m avg. daily)
$4,181,943
AUM
$895,457,581
Associated Index
Bloomberg U.S. Aggregate Enhanced Yield Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

—
Citi Triparty Repo WisdomTree
1.49%
TVA39
Tennessee Valley Authority - 5.25% BD REDEEM 15/09/2039 USD 2000
0.88%
102798
Fed Home Ln Bk 5.5 % Bonds 2006-15.7.36 Cons Global Series 677
0.78%
TVA36C
Tennessee Valley Authority - 5.88% BD REDEEM 01/04/2036 USD 1000
0.75%
—
FNCI 2 10/17 2%
0.69%
—
FNCI 3 9/14 TBA
0.59%
—
FNCI 1.5 10/20 1.5%
0.45%
FNMA.ARO
Fannie Mae 5.625% 07/15/2037
0.41%
TVA60
Tennessee Valley Authority - 4.625% BD REDEEM 15/09/2060 USD 2000
0.37%
TVA56
Tennessee Valley Authority - 5.375% BD REDEEM 01/04/2056 USD 2000
0.37%
Invest with AGGY
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What is AGGY?

The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund seeks to track the price and yield performance, before fees and expenses, of the Bloomberg U.S. Aggregate Enhanced Yield Index. Seeks to enhance income potential by sourcing opportunities within the Bloomberg U.S. Aggregate Bond Index. A rules-based approach re-weights the subcomponents of the Bloomberg U.S. Aggregate Bond Index to enhance yield, while broadly maintaining familiar risk characteristics.

1M
3M
6M
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3Y
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AGGY
Performance Measures**

for the time period Jul 9, 2015 to Dec 4, 2025

Returns

1M Trailing Return: 0.4%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 1.7%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -21.0%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 5.4%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.41

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.10

The annualized return divided by the max drawdown for the selected time period.

ETFs related toAGGY

ETFs correlated to AGGY include SPAB, BND, AGG

AGGY
WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
SPAB
SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
BND
Vanguard Group, Inc. - Vanguard Total Bond Market ETF
AGG
BlackRock Institutional Trust Company N.A. - iShares Core U.S. Aggregate Bond ETF
SCHZ
Schwab Strategic Trust - Schwab US Aggregate Bond ETF
AVIG
American Century ETF Trust - Avantis Core Fixed Income ETF
FLCB
Franklin Templeton ETF Trust - Franklin U.S. Core Bond ETF
BKAG
BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
IUSB
BlackRock Institutional Trust Company N.A. - iShares Core Total USD Bond Market ETF
EAGG
iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
GBF
BlackRock Institutional Trust Company N.A. - iShares Barclays Government/Credit Bond Fund

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Trading Strategies
Related toAGGY

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OOS Cumulative Return

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OOS Cumulative Return

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Create your own algorithmic trading strategy with AGGY using Composer

FAQ

AGGY is a US Bonds ETF. The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund seeks to track the price and yield performance, before fees and expenses, of the Bloomberg U.S. Aggregate Enhanced Yield Index. Seeks to enhance income potential by sourcing opportunities within the Bloomberg U.S. Aggregate Bond Index. A rules-based approach re-weights the subcomponents of the Bloomberg U.S. Aggregate Bond Index to enhance yield, while broadly maintaining familiar risk characteristics.

AGGY tracks the Bloomberg U.S. Aggregate Enhanced Yield Index.

No, AGGY is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, AGGY is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on AGGY is -0.0114%. This is the percent change in the value of AGGY over the most recent 1-month period. The 3-month return on AGGY is -0.0267%. This is the percent change in the value of AGGY over the most recent 3-month period.

The standard deviation of AGGY for the past year is 0.0742%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to AGGY include GSY, GVI, and BLV.

ETFs correlated to AGGY include SPAB, BND, and AGG.

ETFs that are inversely correlated to AGGY include PST, TBX, and TTT.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.