IBHD vs. AGGY

Last updated Jun 3, 2026

IBHD (iShares iBonds 2024 Term High Yield & Income ETF) and AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) are both exchange-traded funds - IBHD is a High Yield Bonds fund tracking the Bloomberg 2024 Term High Yield and Income Index, while AGGY is a Intermediate Core Bond fund tracking the Bloomberg US Aggregate Yield Enhanced. Both are passively managed. IBHD charges 0.35%/yr vs 0.12%/yr for AGGY.

Performance

IBHD vs. AGGY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 2024 Term High Yield & Income ETF (IBHD) and WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IBHD

• 1D: 0.00%
• 1M: 0.00%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AGGY

• 1D: 0.00%
• 1M: 0.37%
• YTD: 0.61%
• 6M: 0.63%
• 1Y: 6.07%
• 3Y*: 4.72%
• 5Y*: 0.25%
• 10Y*: 1.74%

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

IBHD vs. AGGY - Yearly Performance Comparison

	2026 (YTD)
IBHD iShares iBonds 2024 Term High Yield & Income ETF	0.00%
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	0.11%

Return for Risk

IBHD vs. AGGY — Risk / Return Rank

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

AGGY

AGGY Risk / Return Rank: 40
AGGY Sharpe Ratio Rank: 41
AGGY Sortino Ratio Rank: 42
AGGY Omega Ratio Rank: 38
AGGY Calmar Ratio Rank: 41
AGGY Martin Ratio Rank: 38

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.

IBHD vs. AGGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2024 Term High Yield & Income ETF (IBHD) and WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	IBHD	AGGY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.45	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.04	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.32	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.38	—

Drawdowns

IBHD vs. AGGY - Drawdown Comparison

The maximum IBHD drawdown since its inception was 0.00%, smaller than the maximum AGGY drawdown of -20.98%. Use the drawdown chart below to compare losses from any high point for IBHD and AGGY.

Drawdown Indicators

	IBHD	AGGY	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-20.98%	+20.98%
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	0.00%	-2.15%	+2.15%
Average Drawdown Average peak-to-trough decline	0.00%	-5.03%	+5.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.95%	—

Volatility

Volatility by Period

	IBHD	AGGY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.44%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.08%	—
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	4.22%	-4.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	6.07%	-6.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	5.49%	-5.49%

IBHD vs. AGGY - Expense Ratio Comparison

IBHD has a 0.35% expense ratio, which is higher than AGGY's 0.12% expense ratio.

Dividends

IBHD vs. AGGY - Dividend Comparison

IBHD has not paid dividends to shareholders, while AGGY's dividend yield for the trailing twelve months is around 4.48%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	4.48%	4.48%	4.38%	3.78%	2.77%	2.10%	2.96%	3.02%	3.36%	2.78%	3.19%	1.27%
IBHD iShares iBonds 2024 Term High Yield & Income ETF	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

Which ETF is better, IBHD or AGGY?

On fees, AGGY is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IBHD or AGGY?

AGGY is cheaper with a 0.12% expense ratio, compared with 0.35% for IBHD.

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

AGGY has the higher dividend yield at 4.48%, compared with 0.00% for IBHD.

What is the main difference between IBHD and AGGY?

IBHD is categorized as High Yield Bonds, while AGGY is Intermediate Core Bond. IBHD tracks Bloomberg 2024 Term High Yield and Income Index, while AGGY tracks Bloomberg US Aggregate Yield Enhanced. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.35% for IBHD and 0.12% for AGGY.