AGGY vs. UGA
AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) and UGA (United States Gasoline Fund LP) are both exchange-traded funds - AGGY is a Intermediate Core Bond fund tracking the Bloomberg US Aggregate Yield Enhanced, while UGA is a Oil & Gas fund tracking the Front Month Unleaded Gasoline. Both are passively managed. Over the past 10 years, AGGY returned 1.72%/yr vs 14.43%/yr for UGA. At a correlation of -0.10, they often move in opposite directions. AGGY charges 0.12%/yr vs 0.75%/yr for UGA.
Performance
AGGY vs. UGA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AGGY achieves a 0.40% return, which is significantly lower than UGA's 75.49% return. Over the past 10 years, AGGY has underperformed UGA with an annualized return of 1.72%, while UGA has yielded a comparatively higher 14.43% 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%
UGA
- 1D
- -0.19%
- 1M
- -12.35%
- YTD
- 75.49%
- 6M
- 64.35%
- 1Y
- 80.94%
- 3Y*
- 22.21%
- 5Y*
- 25.10%
- 10Y*
- 14.43%
AGGY vs. UGA - 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% |
UGA United States Gasoline Fund LP | 75.49% | -2.00% | 3.77% | 1.27% | 46.34% | 68.49% | -24.88% | 41.25% | -28.07% | 1.69% |
Correlation
The correlation between AGGY and UGA is -0.41, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.10 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2015 | -0.10 |
Over the past year, the inverse relationship between AGGY and UGA has strengthened: their correlation has moved from -0.10 to -0.41, meaning they now move in opposite directions more often than their long-term average.
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. UGA — Risk / Return Rank
AGGY
UGA
AGGY vs. UGA - 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 United States Gasoline Fund LP (UGA). 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 | UGA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 5.47 | -3.37 |
| Martin ratioReturn relative to average drawdown | 6.17 | 13.25 | -7.08 |
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 | UGA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.32 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.73 | -0.71 |
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 | 0.12 | +0.26 |
Drawdowns
AGGY vs. UGA - Drawdown Comparison
The maximum AGGY drawdown since its inception was -20.98%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for AGGY and UGA.
Loading charts...
Drawdown Indicators
| AGGY | UGA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.98% | -86.59% | +65.61% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -14.88% | +12.07% |
Max Drawdown (3Y)Largest decline over 3 years | -5.40% | -26.68% | +21.28% |
Max Drawdown (5Y)Largest decline over 5 years | -20.60% | -38.11% | +17.51% |
Max Drawdown (10Y)Largest decline over 10 years | -20.98% | -75.89% | +54.91% |
Current DrawdownCurrent decline from peak | -2.35% | -12.35% | +10.00% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -36.76% | +31.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 6.13% | -5.17% |
Volatility
AGGY vs. UGA - Volatility Comparison
The current volatility for WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) is 1.41%, while United States Gasoline Fund LP (UGA) has a volatility of 11.66%. This indicates that AGGY experiences smaller price fluctuations and is considered to be less risky than UGA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGGY | UGA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.41% | 11.66% | -10.25% |
Volatility (6M)Calculated over the trailing 6-month period | 3.05% | 30.41% | -27.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.22% | 35.14% | -30.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.07% | 34.38% | -28.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.49% | 37.27% | -31.78% |
AGGY vs. UGA - Expense Ratio Comparison
AGGY has a 0.12% expense ratio, which is lower than UGA's 0.75% expense ratio.
Dividends
AGGY vs. UGA - Dividend Comparison
AGGY's dividend yield for the trailing twelve months is around 4.49%, while UGA has not paid dividends to shareholders.
| 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% |
UGA United States Gasoline Fund LP | 0.00% | 0.00% | 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 UGA have a correlation of -0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UGA has higher volatility (11.66%) compared to AGGY (1.41%). In terms of maximum drawdown, AGGY dropped -20.98% vs UGA's -86.59%.
On 10-year performance, UGA leads with 14.43% vs 1.72% for AGGY. On fees, AGGY is cheaper at 0.12% per year. On volatility, AGGY has been the lower-risk option at 1.41%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, UGA has performed better with a 14.43% return vs 1.72%. 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 0.75% for UGA.
AGGY has the higher dividend yield at 4.49%, compared with 0.00% for UGA.
AGGY is categorized as Intermediate Core Bond, while UGA is Oil & Gas. AGGY tracks Bloomberg US Aggregate Yield Enhanced, while UGA tracks Front Month Unleaded Gasoline. They also come from different issuers: WisdomTree and Concierge Technologies. Their fees differ too: 0.12% for AGGY and 0.75% for UGA.
UGA currently has the higher Sharpe Ratio (2.32 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 UGA
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