AGGY vs. IBGA
Compare and contrast key facts about WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) and iShares iBonds Dec 2044 Term Treasury ETF (IBGA).
AGGY and IBGA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGGY is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg US Aggregate Yield Enhanced. It was launched on Jul 9, 2015. IBGA is a passively managed fund by iShares that tracks the performance of the ICE 2044 Maturity US Treasury Index. It was launched on Jun 11, 2024. Both AGGY and IBGA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
AGGY vs. IBGA - Performance Comparison
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AGGY vs. IBGA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | -0.29% | 7.38% | 1.93% |
IBGA iShares iBonds Dec 2044 Term Treasury ETF | 0.07% | 6.09% | -1.41% |
Returns By Period
In the year-to-date period, AGGY achieves a -0.29% return, which is significantly lower than IBGA's 0.07% return.
AGGY
- 1D
- 0.35%
- 1M
- -2.01%
- YTD
- -0.29%
- 6M
- 0.36%
- 1Y
- 4.61%
- 3Y*
- 4.22%
- 5Y*
- 0.25%
- 10Y*
- 1.81%
IBGA
- 1D
- 0.21%
- 1M
- -3.65%
- YTD
- 0.07%
- 6M
- 0.03%
- 1Y
- 1.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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AGGY vs. IBGA - Expense Ratio Comparison
AGGY has a 0.12% expense ratio, which is higher than IBGA's 0.07% 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%.
Return for Risk
AGGY vs. IBGA — Risk / Return Rank
AGGY
IBGA
AGGY vs. IBGA - 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 iShares iBonds Dec 2044 Term Treasury ETF (IBGA). 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.
| AGGY | IBGA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.15 | +0.76 |
Sortino ratioReturn per unit of downside risk | 1.26 | 0.27 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.03 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.27 | +1.47 |
Martin ratioReturn relative to average drawdown | 5.07 | 0.61 | +4.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGGY | IBGA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.15 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.26 | +0.12 |
Correlation
The correlation between AGGY and IBGA is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AGGY vs. IBGA - Dividend Comparison
AGGY's dividend yield for the trailing twelve months is around 4.50%, less than IBGA's 4.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 4.50% | 4.48% | 4.38% | 3.78% | 2.77% | 2.10% | 2.96% | 3.02% | 3.36% | 2.78% | 3.19% | 1.27% |
IBGA iShares iBonds Dec 2044 Term Treasury ETF | 4.56% | 4.49% | 2.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGGY vs. IBGA - Drawdown Comparison
The maximum AGGY drawdown since its inception was -20.98%, which is greater than IBGA's maximum drawdown of -11.69%. Use the drawdown chart below to compare losses from any high point for AGGY and IBGA.
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Drawdown Indicators
| AGGY | IBGA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.98% | -11.69% | -9.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -7.42% | +4.61% |
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 | -3.02% | -4.24% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -5.09% | +0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 3.24% | -2.28% |
Volatility
AGGY vs. IBGA - Volatility Comparison
The current volatility for WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) is 1.90%, while iShares iBonds Dec 2044 Term Treasury ETF (IBGA) has a volatility of 3.39%. This indicates that AGGY experiences smaller price fluctuations and is considered to be less risky than IBGA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGY | IBGA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.90% | 3.39% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 2.86% | 5.56% | -2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.10% | 9.34% | -4.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.05% | 10.06% | -4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.48% | 10.06% | -4.58% |