AGGY vs. BIV
AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) and BIV (Vanguard Intermediate-Term Bond Index ETF) are both Intermediate Core Bond funds - AGGY tracks the Bloomberg US Aggregate Yield Enhanced while BIV tracks the Bloomberg U.S. 5–10 Year Government/Credit Float Adjusted Bond Index. Both are passively managed. Over the past 10 years, AGGY returned 1.49%/yr vs 1.75%/yr for BIV. Their correlation of 0.89 means they have usually moved in the same direction. AGGY charges 0.12%/yr vs 0.03%/yr for BIV.
Performance
AGGY vs. BIV - Performance Comparison
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Returns By Period
In the year-to-date period, AGGY achieves a -0.09% return, which is significantly higher than BIV's -0.29% return. Over the past 10 years, AGGY has underperformed BIV with an annualized return of 1.49%, while BIV has yielded a comparatively higher 1.75% annualized return.
AGGY
- 1D
- 0.46%
- 1M
- -0.98%
- 6M
- -0.19%
- YTD
- -0.09%
- 1Y
- 2.47%
- 3Y*
- 4.69%
- 5Y*
- -0.42%
- 10Y*
- 1.49%
- ALL TIME*
- 1.95%
BIV
- 1D
- 0.42%
- 1M
- -0.53%
- 6M
- -0.19%
- YTD
- -0.29%
- 1Y
- 1.93%
- 3Y*
- 4.58%
- 5Y*
- -0.14%
- 10Y*
- 1.75%
- ALL TIME*
- 3.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.25M | $5.05M | $4.97M | |
| $103.60M | $128.91M | $123.04M |
AGGY vs. BIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | -0.09% | 7.38% | 1.82% | 7.29% | -15.26% | -1.72% | 5.87% | 11.77% | -1.70% | 5.20% |
BIV Vanguard Intermediate-Term Bond Index ETF | -0.29% | 8.52% | 1.57% | 6.07% | -13.21% | -2.40% | 9.67% | 10.34% | -0.19% | 3.65% |
Correlation
The correlation between AGGY and BIV is 0.95, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2015 | 0.89 |
The correlation between AGGY and BIV has been stable across timeframes, ranging from 0.89 to 0.95 - a consistent structural relationship.
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Return for Risk
AGGY vs. BIV — Risk / Return Rank
AGGY
BIV
AGGY vs. BIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) and Vanguard Intermediate-Term Bond Index ETF (BIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGGY | BIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.61 | +0.27 |
| Martin ratioReturn relative to average drawdown | 2.18 | 1.44 | +0.74 |
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Drawdowns
AGGY vs. BIV - Drawdown Comparison
The maximum AGGY drawdown since its inception was -20.98%, which is greater than BIV's maximum drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for AGGY and BIV.
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Drawdown Indicators
| AGGY | BIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.98% | -18.95% | -2.03% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -3.18% | +0.37% |
Max Drawdown (3Y)Largest decline over 3 years | -4.78% | -5.21% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -20.46% | -18.36% | -2.10% |
Max Drawdown (10Y)Largest decline over 10 years | -20.98% | -18.95% | -2.03% |
Current DrawdownCurrent decline from peak | -2.82% | -2.09% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -3.38% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 1.34% | -0.20% |
Volatility
AGGY vs. BIV - Volatility Comparison
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) has a higher volatility of 1.27% compared to Vanguard Intermediate-Term Bond Index ETF (BIV) at 1.18%. This indicates that AGGY's price experiences larger fluctuations and is considered to be riskier than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGY | BIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.27% | 1.18% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 3.31% | 3.21% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 3.92% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.09% | 6.41% | -0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.50% | 5.50% | 0.00% |
AGGY vs. BIV - Expense Ratio Comparison
AGGY has a 0.12% expense ratio, which is higher than BIV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AGGY vs. BIV - Dividend Comparison
AGGY's dividend yield for the trailing twelve months is around 4.56%, more than BIV's 4.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 4.56% | 4.48% | 4.38% | 3.78% | 2.77% | 2.10% | 2.96% | 3.02% | 3.36% | 2.78% | 3.19% | 1.27% |
BIV Vanguard Intermediate-Term Bond Index ETF | 4.30% | 4.01% | 3.79% | 3.09% | 2.41% | 3.42% | 2.95% | 2.75% | 2.88% | 2.69% | 3.01% | 3.02% |
Frequently Asked Questions
With a correlation of 0.95, AGGY and BIV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AGGY has higher volatility (1.27%) compared to BIV (1.18%). In terms of maximum drawdown, AGGY dropped -20.98% vs BIV's -18.95%.
On 10-year performance, BIV leads with 1.75% vs 1.49% for AGGY. On fees, BIV is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, BIV has performed better with a 1.75% return vs 1.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BIV is cheaper with a 0.03% expense ratio, compared with 0.12% for AGGY.
AGGY has the higher dividend yield at 4.56%, compared with 4.30% for BIV.
AGGY tracks Bloomberg US Aggregate Yield Enhanced, while BIV tracks Bloomberg U.S. 5–10 Year Government/Credit Float Adjusted Bond Index. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.12% for AGGY and 0.03% for BIV.
AGGY currently has the higher Sharpe Ratio (0.61 vs 0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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