(AGGY) Yield Enhanced U.S. - Overview

ETF Category: Intermediate Core Bond | Exchange: NYSE ARCA (USA) | Market Cap: 866m USD | Total Return: 6.2% in 12m

Government Bonds, Corporate Bonds, Securitized Debt, Fixed Income
Total Rating 41
Safety 68
Buy Signal -0.29
Intermediate Core Bond
Category Rotation: +3.9
TER: 0.12%
AUM: 866M
Avg Turnover: 3.05M
Risk 3d forecast
Volatility4.99%
VaR 5th Pctl0.91%
VaR vs Median0.68%
Reward TTM
Sharpe Ratio0.44
Rel. Str. IBD31.9
Rel. Str. Peer Group92.5
Character TTM
Beta0.107
Beta Downside0.076
Hurst Exponent0.560
Drawdowns 3y
Max DD5.40%
CAGR/Max DD0.89
CAGR/Mean DD3.49

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: AGGY Yield Enhanced U.S.

The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) is a non-diversified ETF that seeks to track the Bloomberg US Aggregate Yield Enhanced Index. The fund allocates at least 80% of its assets to U.S. investment-grade fixed income securities, utilizing a rules-based strategy to increase yield potential while maintaining risk profiles similar to the broader bond market.

The fund operates within the intermediate core bond sector, which typically serves as a foundational portfolio component by balancing interest rate sensitivity with credit risk. Unlike traditional market-cap-weighted bond indices, this yield-enhancement model reweights sub-sectors of the Bloomberg US Aggregate Bond Index to extract higher income from corporate and government-backed debt.

Investors can further examine the funds specific credit quality allocations and duration metrics on ValueRay.

Headlines to Watch Out For
  • U.S. Treasury yield curve shifts impact underlying bond valuations and fund NAV
  • Federal Reserve interest rate policy adjustments dictate fixed income demand and pricing
  • Credit spread fluctuations influence investment grade corporate bond performance and yield
  • Institutional demand for yield-enhanced strategies affects fund liquidity and trading volume
  • Macroeconomic inflationary trends determine real return expectations for aggregate bond holdings
What is the price of AGGY shares?

As of May 30, 2026, the stock is trading at USD 43.55 with a total of 60,385 shares traded.
Over the past week, the price has changed by +1.00%, over one month by +0.74%, over three months by -1.04% and over the past year by +6.20%.

Is AGGY a buy, sell or hold?

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