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AGGY
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WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)

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$43.31
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

06/20/2025: AGGY (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $0

1 Year Target Price $0

Analysts Price Target For last 52 week
$0Target price
Low$
Current$43.31
high$

Analysis of Past Performance

Type ETF
Historic Profit 1.7%
Avg. Invested days 48
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/20/2025

Key Highlights

Volume (30-day avg) -
Beta 1.04
52 Weeks Range 40.92 - 43.56
Updated Date 06/29/2025
52 Weeks Range 40.92 - 43.56
Updated Date 06/29/2025

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WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

stock logo

ETF Overview

overview logo Overview

The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) seeks to enhance the yield of the Bloomberg U.S. Aggregate Bond Index while maintaining a similar risk profile. It invests primarily in U.S. investment-grade bonds, employing a rules-based approach to overweight higher-yielding securities within the index.

reliability logo Reputation and Reliability

WisdomTree is a well-known ETF provider with a solid reputation for innovative and transparent investment strategies.

reliability logo Management Expertise

WisdomTree has a dedicated team of portfolio managers and analysts with experience in fixed-income markets and ETF management.

Investment Objective

overview logo Goal

To enhance the yield of a portfolio of U.S. investment-grade bonds while maintaining a risk profile similar to the Bloomberg U.S. Aggregate Bond Index.

Investment Approach and Strategy

Strategy: The fund uses a rules-based methodology to overweight higher-yielding bonds within the Bloomberg U.S. Aggregate Bond Index.

Composition The ETF primarily holds U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.

Market Position

Market Share: AGGY's market share within the broad U.S. aggregate bond ETF category is relatively small compared to larger, more established funds.

Total Net Assets (AUM): 134489619.75

Competitors

overview logo Key Competitors

  • AGG
  • BND
  • SCHZ
  • IUSB

Competitive Landscape

The U.S. aggregate bond ETF market is dominated by a few large players like AGG and BND. AGGY attempts to differentiate itself through yield enhancement. A potential disadvantage is that yield enhancement strategies may lead to some divergence from the index and some tracking error. However, AGGY may outperform in specific interest rate environments and offer a higher income stream.

Financial Performance

Historical Performance: Historical performance data should be sourced from official fund factsheets and financial websites. Example: One Year Return: [2.5, -5.0, 1.2]; Five Year Return: [-1.0, 0.5, 2.0]

Benchmark Comparison: The ETF's performance should be compared to the Bloomberg U.S. Aggregate Bond Index to assess its yield enhancement effectiveness.

Expense Ratio: 0.12

Liquidity

Average Trading Volume

The average trading volume is moderate, which could affect execution prices for larger trades.

Bid-Ask Spread

The bid-ask spread is typically narrow, indicating reasonable trading efficiency.

Market Dynamics

Market Environment Factors

Economic indicators (interest rates, inflation), credit spreads, and overall market sentiment influence AGGY's performance.

Growth Trajectory

AGGY's growth depends on its ability to consistently deliver enhanced yield while maintaining its risk profile. Changes to the index's composition may influence its strategy.

Moat and Competitive Advantages

Competitive Edge

AGGY's competitive advantage lies in its yield enhancement strategy within the broad U.S. aggregate bond market. The rules-based methodology provides transparency and aims to systematically overweight higher-yielding securities. This can appeal to income-seeking investors. This approach also offers a slightly higher income stream compared to benchmark funds, attracting investors who prioritize yield.

Risk Analysis

Volatility

AGGY's volatility is expected to be similar to the Bloomberg U.S. Aggregate Bond Index, but potential yield enhancement strategies might lead to increased price fluctuation.

Market Risk

AGGY is exposed to market risk related to changes in interest rates, credit spreads, and economic conditions, all of which can affect bond prices.

Investor Profile

Ideal Investor Profile

The ideal investor is a risk-averse individual seeking a slightly higher yield than the broad U.S. aggregate bond market while maintaining investment-grade credit quality.

Market Risk

AGGY is best suited for long-term investors seeking income and diversification within their fixed-income portfolio.

Summary

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund aims to enhance yield through a rules-based approach while maintaining a similar risk profile to the broad U.S. aggregate bond market. Its performance hinges on its ability to effectively overweight higher-yielding securities. Investors should be aware of potential risks associated with yield enhancement strategies. It is ideal for long-term, income-seeking investors looking for diversification in fixed-income.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • WisdomTree Website
  • ETF.com
  • Bloomberg
  • Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal circumstances, the fund will invest at least 80% of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is designed to broadly capture the U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints. The fund is non-diversified.