AGGY vs. DDV
AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. AGGY is passively managed, while DDV is actively managed. A 0.67 correlation means they provide meaningful diversification when combined. AGGY charges 0.12%/yr vs 0.25%/yr for DDV.
Performance
AGGY vs. DDV - Performance Comparison
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Returns By Period
In the year-to-date period, AGGY achieves a 1.16% return, which is significantly lower than DDV's 2.51% return.
AGGY
- 1D
- 0.03%
- 1M
- 0.99%
- YTD
- 1.16%
- 6M
- 0.91%
- 1Y
- 5.03%
- 3Y*
- 4.81%
- 5Y*
- 0.19%
- 10Y*
- 1.68%
DDV
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- 2.51%
- 6M
- 2.52%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGGY vs. DDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 1.16% | 0.14% |
DDV Defined Duration 5 ETF | 2.51% | 0.47% |
Correlation
The correlation between AGGY and DDV is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 13, 2025 | 0.67 |
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Return for Risk
AGGY vs. DDV — Risk / Return Rank
AGGY
DDV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AGGY vs. DDV - 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 Defined Duration 5 ETF (DDV). 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 | DDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.21 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | — | — |
| Martin ratioReturn relative to average drawdown | 5.07 | — | — |
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Drawdowns
AGGY vs. DDV - Drawdown Comparison
The maximum AGGY drawdown since its inception was -20.98%, which is greater than DDV's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for AGGY and DDV.
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Drawdown Indicators
| AGGY | DDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.98% | -1.92% | -19.06% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.40% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -20.60% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -20.98% | — | — |
Current DrawdownCurrent decline from peak | -1.61% | 0.00% | -1.61% |
Average DrawdownAverage peak-to-trough decline | -5.01% | -0.35% | -4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | — | — |
Volatility
AGGY vs. DDV - Volatility Comparison
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Volatility by Period
| AGGY | DDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.17% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 2.69% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.08% | 2.69% | +3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.50% | 2.69% | +2.81% |
AGGY vs. DDV - Expense Ratio Comparison
AGGY has a 0.12% expense ratio, which is lower than DDV's 0.25% expense ratio. Despite the difference, 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. DDV - Dividend Comparison
AGGY's dividend yield for the trailing twelve months is around 4.47%, more than DDV's 1.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 4.47% | 4.48% | 4.38% | 3.78% | 2.77% | 2.10% | 2.96% | 3.02% | 3.36% | 2.78% | 3.19% | 1.27% |
DDV Defined Duration 5 ETF | 1.20% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGGY and DDV have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGGY is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGGY is cheaper with a 0.12% expense ratio, compared with 0.25% for DDV.
AGGY has the higher dividend yield at 4.47%, compared with 1.20% for DDV.
They also come from different issuers: WisdomTree and Discipline Funds. Their fees differ too: 0.12% for AGGY and 0.25% for DDV.
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