AGGY vs. VTG

Last updated Jun 4, 2026

AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) and VTG (Vanguard Total Treasury ETF) are both Intermediate Core Bond funds - AGGY tracks the Bloomberg US Aggregate Yield Enhanced while VTG tracks the Bloomberg U.S. Treasury Total Return Unhedged USD Index. Both are passively managed. Their correlation of 0.93 suggests significant overlap in exposure. AGGY charges 0.12%/yr vs 0.03%/yr for VTG.

Performance

AGGY vs. VTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) and Vanguard Total Treasury ETF (VTG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGGY achieves a 0.40% return, which is significantly higher than VTG's -0.11% 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%

VTG

• 1D: -0.17%
• 1M: 0.11%
• YTD: -0.11%
• 6M: -0.30%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AGGY vs. VTG - Yearly Performance Comparison

	2026 (YTD)	2025
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	0.40%	3.74%
VTG Vanguard Total Treasury ETF	-0.11%	2.88%

Correlation

The correlation between AGGY and VTG is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 10, 2025	0.93

Return for Risk

AGGY vs. VTG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGGY

AGGY Risk / Return Rank: 39
AGGY Sharpe Ratio Rank: 39
AGGY Sortino Ratio Rank: 41
AGGY Omega Ratio Rank: 36
AGGY Calmar Ratio Rank: 42
AGGY Martin Ratio Rank: 39

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGGY vs. VTG - 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 Vanguard Total Treasury ETF (VTG). 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	VTG	Difference
Sharpe ratio Return per unit of total volatility	1.40	—	—
Sortino ratio Return per unit of downside risk	2.08	—	—
Omega ratio Gain probability vs. loss probability	1.24	—	—
Calmar ratio Return relative to maximum drawdown	2.10	—	—
Martin ratio Return relative to average drawdown	6.17	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	AGGY	VTG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.40	—	—
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	0.88	-0.50

Drawdowns

AGGY vs. VTG - Drawdown Comparison

The maximum AGGY drawdown since its inception was -20.98%, which is greater than VTG's maximum drawdown of -2.89%. Use the drawdown chart below to compare losses from any high point for AGGY and VTG.

Drawdown Indicators

	AGGY	VTG	Difference
Max Drawdown Largest peak-to-trough decline	-20.98%	-2.89%	-18.09%
Max Drawdown (1Y) Largest decline over 1 year	-2.81%	—	—
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 Drawdown Current decline from peak	-2.35%	-1.89%	-0.46%
Average Drawdown Average peak-to-trough decline	-5.03%	-0.73%	-4.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.96%	—	—

Volatility

Volatility by Period

	AGGY	VTG	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.41%	—	—
Volatility (6M) Calculated over the trailing 6-month period	3.05%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	4.22%	3.51%	+0.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.07%	3.51%	+2.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.49%	3.51%	+1.98%

AGGY vs. VTG - Expense Ratio Comparison

AGGY has a 0.12% expense ratio, which is higher than VTG's 0.03% 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. VTG - Dividend Comparison

AGGY's dividend yield for the trailing twelve months is around 4.49%, more than VTG's 3.21% 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%
VTG Vanguard Total Treasury ETF	3.21%	1.65%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AGGY and VTG in my portfolio?

With a correlation of 0.93, AGGY and VTG 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.

Which ETF is better, AGGY or VTG?

On fees, VTG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AGGY or VTG?

VTG is cheaper with a 0.03% expense ratio, compared with 0.12% for AGGY.

Which ETF pays a higher dividend yield, AGGY or VTG?

AGGY has the higher dividend yield at 4.49%, compared with 3.21% for VTG.

What is the main difference between AGGY and VTG?

AGGY tracks Bloomberg US Aggregate Yield Enhanced, while VTG tracks Bloomberg U.S. Treasury Total Return Unhedged USD Index. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.12% for AGGY and 0.03% for VTG.