Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/16/2025: AGGY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.29% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 by overweighting securities with higher yields while maintaining risk characteristics similar to the benchmark.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a solid reputation for innovation and offering specialized investment strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in fixed income and quantitative analysis.
Investment Objective
Goal
To enhance the yield of the Bloomberg U.S. Aggregate Bond Index while maintaining a similar risk profile.
Investment Approach and Strategy
Strategy: Employs a rules-based approach to overweight higher-yielding securities within the Bloomberg U.S. Aggregate Bond Index.
Composition Primarily holds U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 94870000
Competitors
Key Competitors
- AGG
- SPAB
- BND
Competitive Landscape
The U.S. aggregate bond ETF market is dominated by large, low-cost funds like AGG and BND. AGGY differentiates itself through its yield-enhancement strategy, which may appeal to income-seeking investors but also introduces potential for higher volatility and tracking error. Compared to its competitors, AGGY has higher expense ratio and lower total assets.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Benchmark comparison data needs to be sourced from financial data providers.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth expectations influence AGGY's performance.
Growth Trajectory
AGGY's growth is dependent on investor demand for yield-enhanced fixed income strategies and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
AGGY's competitive edge lies in its rules-based yield enhancement strategy within the broad U.S. aggregate bond market. This strategy aims to deliver higher income than traditional passively managed funds while maintaining a similar risk profile. The WisdomTree brand and distribution network also contribute to its competitive positioning. However, this comes with the risk of tracking error and underperformance relative to the benchmark.
Risk Analysis
Volatility
AGGY's volatility may be slightly higher than the Bloomberg U.S. Aggregate Bond Index due to its yield-enhancement strategy.
Market Risk
AGGY is subject to market risk, including interest rate risk and credit risk, inherent in the fixed income market.
Investor Profile
Ideal Investor Profile
Income-seeking investors who are comfortable with slightly higher volatility in exchange for potentially higher yields within the investment-grade bond market.
Market Risk
Suitable for long-term investors seeking to enhance income from their fixed income allocation.
Summary
AGGY is a yield-enhanced U.S. aggregate bond ETF that seeks to outperform its benchmark by overweighting higher-yielding securities. It offers income-seeking investors an alternative to traditional passive bond funds. Its competitive advantage is its rules-based strategy, but investors should be aware of the potential for higher volatility and tracking error. The expense ratio is also slightly higher than its main competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- Bloomberg
- Morningstar
Disclaimers:
This data is for informational purposes only and should not be considered investment advice. Market share data is based on the accuracy of available sources and may vary.
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.