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Upturn AI SWOT - About
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)
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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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 1.7% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| 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 |
Upturn AI SWOT
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
ETF Overview
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.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a solid reputation for innovative and transparent investment strategies.
Management Expertise
WisdomTree has a dedicated team of portfolio managers and analysts with experience in fixed-income markets and ETF management.
Investment Objective
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.