AGGY vs. MYCI
AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) and MYCI (State Street My2029 Corporate Bond ETF) are both exchange-traded funds - AGGY is a Intermediate Core Bond fund tracking the Bloomberg US Aggregate Yield Enhanced, while MYCI is a Corporate Bonds fund actively managed by State Street. AGGY is passively managed, while MYCI is actively managed. Over the past year, AGGY returned 5.88% vs 4.75% for MYCI. Their correlation of 0.88 suggests significant overlap in exposure. AGGY charges 0.12%/yr vs 0.15%/yr for MYCI.
Performance
AGGY vs. MYCI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AGGY achieves a 0.40% return, which is significantly lower than MYCI's 0.45% 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%
MYCI
- 1D
- -0.04%
- 1M
- 0.17%
- YTD
- 0.45%
- 6M
- 0.87%
- 1Y
- 4.75%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGGY vs. MYCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 0.40% | 7.38% | -3.24% |
MYCI State Street My2029 Corporate Bond ETF | 0.45% | 7.59% | -1.56% |
Correlation
The correlation between AGGY and MYCI is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2024 | 0.88 |
The correlation between AGGY and MYCI has been stable across timeframes, ranging from 0.87 to 0.88 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AGGY vs. MYCI — Risk / Return Rank
AGGY
MYCI
AGGY vs. MYCI - 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 State Street My2029 Corporate Bond ETF (MYCI). 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 | MYCI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.13 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.42 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 3.05 | -0.95 |
| Martin ratioReturn relative to average drawdown | 6.17 | 11.23 | -5.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| AGGY | MYCI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.15 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 1.24 | -0.86 |
Drawdowns
AGGY vs. MYCI - Drawdown Comparison
The maximum AGGY drawdown since its inception was -20.98%, which is greater than MYCI's maximum drawdown of -2.41%. Use the drawdown chart below to compare losses from any high point for AGGY and MYCI.
Loading charts...
Drawdown Indicators
| AGGY | MYCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.98% | -2.41% | -18.57% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -1.56% | -1.25% |
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 | -2.35% | -0.56% | -1.79% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -0.54% | -4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.42% | +0.54% |
Volatility
AGGY vs. MYCI - Volatility Comparison
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) has a higher volatility of 1.41% compared to State Street My2029 Corporate Bond ETF (MYCI) at 0.59%. This indicates that AGGY's price experiences larger fluctuations and is considered to be riskier than MYCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGGY | MYCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.41% | 0.59% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 3.05% | 1.50% | +1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 2.22% | +2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.07% | 3.02% | +3.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.49% | 3.02% | +2.47% |
AGGY vs. MYCI - Expense Ratio Comparison
AGGY has a 0.12% expense ratio, which is lower than MYCI's 0.15% 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. MYCI - Dividend Comparison
AGGY's dividend yield for the trailing twelve months is around 4.49%, less than MYCI's 4.57% 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% |
MYCI State Street My2029 Corporate Bond ETF | 4.57% | 4.56% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGGY and MYCI have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGGY has higher volatility (1.41%) compared to MYCI (0.59%). In terms of maximum drawdown, AGGY dropped -20.98% vs MYCI's -2.41%.
On 1-year performance, AGGY leads with 5.88% vs 4.75% for MYCI. On fees, AGGY is cheaper at 0.12% per year. On volatility, MYCI has been the lower-risk option at 0.59%. 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 5.88% return vs 4.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AGGY is cheaper with a 0.12% expense ratio, compared with 0.15% for MYCI.
MYCI has the higher dividend yield at 4.57%, compared with 4.49% for AGGY.
AGGY is categorized as Intermediate Core Bond, while MYCI is Corporate Bonds. They also come from different issuers: WisdomTree and State Street. Their fees differ too: 0.12% for AGGY and 0.15% for MYCI.
MYCI currently has the higher Sharpe Ratio (2.15 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.
Find the right allocation for AGGY and MYCI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer