WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG)
SHAG is a passive ETF by WisdomTree tracking the investment results of the Bloomberg U.S. Short Aggregate Enhanced Yield Index. SHAG launched on May 18, 2017 and has a 0.12% expense ratio.
ETF Info
May 18, 2017
North America (U.S.)
1x
Bloomberg U.S. Short Aggregate Enhanced Yield Index
Expense Ratio
SHAG has an expense ratio of 0.12%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG) returned 2.78% year-to-date (YTD) and 6.74% over the past 12 months.
SHAG
2.78%
0.20%
2.75%
6.74%
3.19%
1.09%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of SHAG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.54% | 0.94% | 0.48% | 0.59% | 0.20% | 2.78% | |||||||
| 2024 | 0.37% | -0.42% | 0.48% | -0.72% | 0.89% | 0.60% | 1.45% | 1.09% | 0.86% | -1.00% | 0.69% | -0.03% | 4.30% |
| 2023 | 1.34% | -1.39% | 1.68% | 0.37% | -0.42% | -0.35% | 0.37% | 0.18% | -0.42% | -0.05% | 1.67% | 1.58% | 4.61% |
| 2022 | -1.19% | -0.66% | -2.00% | -1.34% | 0.68% | -0.88% | 1.22% | -1.60% | -2.05% | -0.34% | 1.67% | 0.01% | -6.37% |
| 2021 | -0.12% | -0.41% | -0.17% | 0.34% | 0.24% | -0.14% | 0.46% | -0.17% | -0.32% | -0.41% | -0.10% | -0.12% | -0.91% |
| 2020 | 1.09% | 0.95% | -1.76% | 1.90% | 0.99% | 0.45% | 0.36% | 0.10% | -0.01% | -0.03% | 0.27% | 0.33% | 4.70% |
| 2019 | 1.03% | 0.16% | 1.07% | 0.18% | 0.87% | 0.82% | -0.03% | 1.09% | -0.10% | 0.39% | -0.10% | 0.27% | 5.79% |
| 2018 | -0.59% | -0.38% | 0.28% | -0.27% | 0.33% | 0.04% | -0.13% | 0.62% | -0.04% | -0.17% | 0.27% | 0.87% | 0.80% |
| 2017 | 0.11% | 0.14% | 0.30% | 0.10% | -0.15% | 0.08% | -0.28% | 0.22% | 0.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 96, SHAG is among the top 4% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund provided a 4.74% dividend yield over the last twelve months, with an annual payout of $2.26 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.26 | $2.12 | $1.44 | $0.64 | $0.46 | $1.20 | $1.36 | $1.25 | $0.62 |
Dividend yield | 4.74% | 4.49% | 3.04% | 1.38% | 0.92% | 2.33% | 2.71% | 2.56% | 1.26% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.18 | $0.16 | $0.20 | $0.19 | $0.19 | $0.91 | |||||||
| 2024 | $0.15 | $0.14 | $0.16 | $0.15 | $0.18 | $0.18 | $0.19 | $0.19 | $0.19 | $0.19 | $0.19 | $0.22 | $2.12 |
| 2023 | $0.07 | $0.08 | $0.10 | $0.11 | $0.12 | $0.13 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.16 | $1.44 |
| 2022 | $0.04 | $0.04 | $0.04 | $0.05 | $0.05 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.07 | $0.07 | $0.64 |
| 2021 | $0.04 | $0.04 | $0.04 | $0.04 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.04 | $0.10 | $0.46 |
| 2020 | $0.11 | $0.11 | $0.10 | $0.10 | $0.10 | $0.08 | $0.07 | $0.07 | $0.07 | $0.06 | $0.06 | $0.27 | $1.20 |
| 2019 | $0.10 | $0.10 | $0.10 | $0.11 | $0.12 | $0.12 | $0.12 | $0.13 | $0.12 | $0.12 | $0.11 | $0.13 | $1.36 |
| 2018 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.10 | $0.11 | $0.11 | $0.11 | $0.13 | $0.13 | $0.14 | $1.25 |
| 2017 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.15 | $0.62 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund was 9.62%, occurring on Oct 20, 2022. Recovery took 447 trading sessions.
The current WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund drawdown is 0.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.62% | Aug 4, 2021 | 307 | Oct 20, 2022 | 447 | Aug 2, 2024 | 754 |
| -5.8% | Mar 9, 2020 | 10 | Mar 20, 2020 | 42 | May 20, 2020 | 52 |
| -1.73% | Sep 18, 2017 | 157 | May 18, 2018 | 145 | Dec 20, 2018 | 302 |
| -1.23% | Sep 25, 2024 | 38 | Nov 15, 2024 | 46 | Jan 27, 2025 | 84 |
| -1.09% | Apr 4, 2025 | 6 | Apr 11, 2025 | 10 | Apr 28, 2025 | 16 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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