AGGY vs. IBGA
AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) and IBGA (iShares iBonds Dec 2044 Term Treasury ETF) are both Intermediate Core Bond funds - AGGY tracks the Bloomberg US Aggregate Yield Enhanced while IBGA tracks the ICE 2044 Maturity US Treasury Index. Both are passively managed. Over the past year, AGGY returned 2.47% vs -0.12% for IBGA. Their correlation of 0.93 means they have usually moved in the same direction. AGGY charges 0.12%/yr vs 0.07%/yr for IBGA.
Performance
AGGY vs. IBGA - 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 IBGA's -1.75% 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%
IBGA
- 1D
- 0.76%
- 1M
- -2.05%
- 6M
- -1.73%
- YTD
- -1.75%
- 1Y
- -0.12%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.25M | $5.05M | $4.97M | |
| $400.40K | $315.22K | $375.14K |
AGGY vs. IBGA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | -0.09% | 7.38% | 2.48% |
IBGA iShares iBonds Dec 2044 Term Treasury ETF | -1.75% | 6.09% | -2.18% |
Correlation
The correlation between AGGY and IBGA is 0.93, 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. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2024 | 0.93 |
The correlation between AGGY and IBGA has been stable across timeframes, ranging from 0.93 to 0.93 - a consistent structural relationship.
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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.
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 | IBGA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.62 | ||
| Sortino ratioReturn per unit of downside risk | +0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.00 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | -0.02 | +0.90 |
| Martin ratioReturn relative to average drawdown | 2.18 | -0.04 | +2.22 |
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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% | -6.60% | +3.79% |
Max Drawdown (3Y)Largest decline over 3 years | -4.78% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -20.46% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -20.98% | — | — |
Current DrawdownCurrent decline from peak | -2.82% | -5.99% | +3.17% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -5.03% | +0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 2.95% | -1.81% |
Volatility
AGGY vs. IBGA - Volatility Comparison
The current volatility for WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) is 1.27%, while iShares iBonds Dec 2044 Term Treasury ETF (IBGA) has a volatility of 2.35%. 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 | 1.27% | 2.35% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 3.31% | 6.10% | -2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 7.82% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.09% | 9.74% | -3.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.50% | 9.74% | -4.24% |
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%.
Dividends
AGGY vs. IBGA - Dividend Comparison
AGGY's dividend yield for the trailing twelve months is around 4.56%, less than IBGA's 4.76% 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% |
IBGA iShares iBonds Dec 2044 Term Treasury ETF | 4.76% | 4.49% | 2.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.93, AGGY and IBGA 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.
IBGA has higher volatility (2.35%) compared to AGGY (1.27%). In terms of maximum drawdown, AGGY dropped -20.98% vs IBGA's -11.69%.
On 1-year performance, AGGY leads with 2.47% vs -0.12% for IBGA. On fees, IBGA is cheaper at 0.07% per year. On volatility, AGGY has been the lower-risk option at 1.27%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, AGGY has performed better with a 2.47% return vs -0.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBGA is cheaper with a 0.07% expense ratio, compared with 0.12% for AGGY.
IBGA has the higher dividend yield at 4.76%, compared with 4.56% for AGGY.
AGGY tracks Bloomberg US Aggregate Yield Enhanced, while IBGA tracks ICE 2044 Maturity US Treasury Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.12% for AGGY and 0.07% for IBGA.
AGGY currently has the higher Sharpe Ratio (0.61 vs -0.02), 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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