AGGY vs. IUSB
AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) and IUSB (iShares Core Universal USD Bond ETF) are both exchange-traded funds - AGGY is a Intermediate Core Bond fund tracking the Bloomberg US Aggregate Yield Enhanced, while IUSB is a Intermediate Core-Plus Bond fund tracking the Bloomberg U.S. Universal Index. Both are passively managed. Over the past 10 years, AGGY returned 1.72%/yr vs 1.94%/yr for IUSB. Their correlation of 0.88 suggests significant overlap in exposure. AGGY charges 0.12%/yr vs 0.06%/yr for IUSB.
Performance
AGGY vs. IUSB - Performance Comparison
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Returns By Period
In the year-to-date period, AGGY achieves a 0.40% return, which is significantly lower than IUSB's 0.43% return. Over the past 10 years, AGGY has underperformed IUSB with an annualized return of 1.72%, while IUSB has yielded a comparatively higher 1.94% annualized return.
AGGY
- 1D
- -0.21%
- 1M
- 0.51%
- YTD
- 0.40%
- 6M
- 0.21%
- 1Y
- 5.88%
- 3Y*
- 4.65%
- 5Y*
- 0.12%
- 10Y*
- 1.72%
IUSB
- 1D
- -0.17%
- 1M
- 0.31%
- YTD
- 0.43%
- 6M
- 0.31%
- 1Y
- 5.54%
- 3Y*
- 4.51%
- 5Y*
- 0.44%
- 10Y*
- 1.94%
AGGY vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 0.40% | 7.38% | 1.82% | 7.29% | -15.26% | -1.72% | 5.87% | 11.77% | -1.70% | 5.20% |
IUSB iShares Core Universal USD Bond ETF | 0.43% | 7.38% | 2.11% | 6.23% | -13.04% | -1.33% | 7.62% | 9.13% | -0.27% | 3.82% |
Correlation
The correlation between AGGY and IUSB is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2015 | 0.88 |
The correlation between AGGY and IUSB has been stable across timeframes, ranging from 0.88 to 0.97 - a consistent structural relationship.
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Return for Risk
AGGY vs. IUSB — Risk / Return Rank
AGGY
IUSB
AGGY vs. IUSB - 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 Core Universal USD Bond ETF (IUSB). 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 | IUSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 2.20 | -0.10 |
| Martin ratioReturn relative to average drawdown | 6.17 | 6.68 | -0.51 |
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 | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.54 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.08 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.39 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.46 | -0.08 |
Drawdowns
AGGY vs. IUSB - Drawdown Comparison
The maximum AGGY drawdown since its inception was -20.98%, which is greater than IUSB's maximum drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for AGGY and IUSB.
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Drawdown Indicators
| AGGY | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.98% | -17.90% | -3.08% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -2.53% | -0.28% |
Max Drawdown (3Y)Largest decline over 3 years | -5.40% | -5.82% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -20.60% | -17.87% | -2.73% |
Max Drawdown (10Y)Largest decline over 10 years | -20.98% | -17.90% | -3.08% |
Current DrawdownCurrent decline from peak | -2.35% | -1.33% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -3.59% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.83% | +0.13% |
Volatility
AGGY vs. IUSB - Volatility Comparison
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) has a higher volatility of 1.41% compared to iShares Core Universal USD Bond ETF (IUSB) at 1.24%. This indicates that AGGY's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGY | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.41% | 1.24% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 3.05% | 2.62% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 3.62% | +0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.07% | 5.79% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.49% | 5.04% | +0.45% |
AGGY vs. IUSB - Expense Ratio Comparison
AGGY has a 0.12% expense ratio, which is higher than IUSB's 0.06% 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. IUSB - Dividend Comparison
AGGY's dividend yield for the trailing twelve months is around 4.49%, more than IUSB's 4.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 4.49% | 4.48% | 4.38% | 3.78% | 2.77% | 2.10% | 2.96% | 3.02% | 3.36% | 2.78% | 3.19% | 1.27% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Frequently Asked Questions
With a correlation of 0.97, AGGY and IUSB 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 (1.41%) compared to IUSB (1.24%). In terms of maximum drawdown, AGGY dropped -20.98% vs IUSB's -17.90%.
On 10-year performance, IUSB leads with 1.94% vs 1.72% for AGGY. On fees, IUSB is cheaper at 0.06% per year. On volatility, IUSB has been the lower-risk option at 1.24%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, IUSB has performed better with a 1.94% return vs 1.72%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IUSB is cheaper with a 0.06% expense ratio, compared with 0.12% for AGGY.
AGGY has the higher dividend yield at 4.49%, compared with 4.23% for IUSB.
AGGY is categorized as Intermediate Core Bond, while IUSB is Intermediate Core-Plus Bond. AGGY tracks Bloomberg US Aggregate Yield Enhanced, while IUSB tracks Bloomberg U.S. Universal Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.12% for AGGY and 0.06% for IUSB.
IUSB currently has the higher Sharpe Ratio (1.54 vs 1.40), 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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