AGGY ETF Analysis: Yield Enhanced U.S. | NYSE

Intermediate Core Bond | NYSE, USA | Market Cap: 933m USD | 12M Return: 3% | Charts, Fundamentals & Technical Analysis

Treasury Bonds, Corporate Bonds, Mortgage Securities, Investment Grade
Total Rating 42
Safety 70
Buy Signal -0.40
Intermediate Core Bond
Category Rotation: -3.1
TER: 0.12%
AUM: 933M
Avg Turnover: 3.71M
Risk 3d forecast
Volatility4.72%
VaR 5th Pctl0.85%
VaR vs Median0.03%
Reward TTM
Sharpe Ratio-0.28
Rel. Str. IBD28.7
Rel. Str. Peer Group7.9
Character TTM
Beta0.103
Beta Downside0.070
Hurst Exponent0.567
Drawdowns 3y
Max DD4.97%
CAGR/Max DD0.85
CAGR/Mean DD3.11

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.1% 16
Feb -0.6% 15
Mar -0.8% 15
Apr -0.1% 2
May +0.3% 37
Jun +0.3% 28
Jul +0.5% 37
Aug +0.4% 6
Sep -0.7% 33
Oct -0.7% 49
Nov +0.2% 38
Dec -0.1% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: AGGY Yield Enhanced U.S.

The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) is a passively managed bond ETF that invests at least 80% of its total assets in securities comprising the Bloomberg US Aggregate Yield Enhanced Index, as well as investments with substantially identical economic characteristics. The underlying index is designed to broadly represent the U.S. investment-grade fixed income market while pursuing higher yield within defined risk parameters. The fund is structured as non-diversified, listed on the NYSE, and falls within the Intermediate Core Bond ETF category, having launched in July 2015.

As a fixed income ETF, AGGY operates under a passive index-tracking business model common to the exchange-traded fund industry, generating revenue primarily through management fees on assets under management. The funds exposure to the U.S. investment-grade bond market-a sector that includes Treasuries, agency securities, corporate debt, and mortgage-backed securities-positions it within one of the largest and most liquid fixed income markets globally, though its non-diversified classification means it may concentrate holdings more than typical diversified bond funds.

Headlines to Watch Out For
  • Fed rate cuts lift intermediate bond ETF prices
  • Tightening investment grade spreads compress yield premium over core AGG
  • Competition from iShares AGG pressures fund AUM growth
What is the price of AGGY shares?

As of July 23, 2026, the stock is trading at USD 42.88 with a total of 78,101 shares traded. Over the past week, the price has changed by -0.73%, over one month by -1.04%, over three months by -1.20% and over the past year by +3.01%.

Current recommended Stop Loss: 42.70 (which is 0.4% or 1.3 ATR below the current price).

Is AGGY a buy, sell or hold?

Yield Enhanced U.S. has no consensus analysts rating.