MYCI vs. AGGY
MYCI (State Street My2029 Corporate Bond ETF) and AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) are both exchange-traded funds - MYCI is a Corporate Bonds fund actively managed by State Street, while AGGY is a Intermediate Core Bond fund tracking the Bloomberg US Aggregate Yield Enhanced. MYCI is actively managed, while AGGY is passively managed. Over the past year, MYCI returned 4.23% vs 4.85% for AGGY. Their correlation of 0.88 suggests significant overlap in exposure. MYCI charges 0.15%/yr vs 0.12%/yr for AGGY.
Performance
MYCI vs. AGGY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MYCI achieves a 0.55% return, which is significantly lower than AGGY's 0.65% return.
MYCI
- 1D
- 0.14%
- 1M
- 0.33%
- YTD
- 0.55%
- 6M
- 0.87%
- 1Y
- 4.23%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGGY
- 1D
- 0.12%
- 1M
- 0.76%
- YTD
- 0.65%
- 6M
- 0.74%
- 1Y
- 4.85%
- 3Y*
- 4.68%
- 5Y*
- 0.05%
- 10Y*
- 1.70%
MYCI vs. AGGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MYCI State Street My2029 Corporate Bond ETF | 0.55% | 7.59% | -1.58% |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 0.65% | 7.38% | -3.14% |
Correlation
The correlation between MYCI and AGGY 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 24, 2024 | 0.88 |
The correlation between MYCI and AGGY 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
MYCI vs. AGGY — Risk / Return Rank
MYCI
AGGY
MYCI vs. AGGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street My2029 Corporate Bond ETF (MYCI) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MYCI | AGGY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.20 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 1.73 | +0.98 |
| Martin ratioReturn relative to average drawdown | 9.68 | 4.89 | +4.79 |
Loading charts...
Drawdowns
MYCI vs. AGGY - Drawdown Comparison
The maximum MYCI drawdown since its inception was -2.43%, smaller than the maximum AGGY drawdown of -20.98%. Use the drawdown chart below to compare losses from any high point for MYCI and AGGY.
Loading charts...
Drawdown Indicators
| MYCI | AGGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.43% | -20.98% | +18.55% |
Max Drawdown (1Y)Largest decline over 1 year | -1.56% | -2.81% | +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 | -0.46% | -2.10% | +1.64% |
Average DrawdownAverage peak-to-trough decline | -0.54% | -5.01% | +4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.44% | 0.99% | -0.55% |
Volatility
MYCI vs. AGGY - Volatility Comparison
The current volatility for State Street My2029 Corporate Bond ETF (MYCI) is 0.69%, while WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) has a volatility of 1.14%. This indicates that MYCI experiences smaller price fluctuations and is considered to be less risky than AGGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MYCI | AGGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.69% | 1.14% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 1.59% | 3.14% | -1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.18% | 4.17% | -1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.01% | 6.08% | -3.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.01% | 5.50% | -2.49% |
MYCI vs. AGGY - Expense Ratio Comparison
MYCI has a 0.15% expense ratio, which is higher than AGGY's 0.12% 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
MYCI vs. AGGY - Dividend Comparison
MYCI's dividend yield for the trailing twelve months is around 4.57%, more than AGGY's 4.48% yield.
| 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% |
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
MYCI and AGGY 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 (1.14%) compared to MYCI (0.69%). In terms of maximum drawdown, MYCI dropped -2.43% vs AGGY's -20.98%.
On 1-year performance, AGGY leads with 4.85% vs 4.23% for MYCI. On fees, AGGY is cheaper at 0.12% per year. On volatility, MYCI has been the lower-risk option at 0.69%. 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 4.85% return vs 4.23%. 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 4.48% for AGGY.
MYCI is categorized as Corporate Bonds, while AGGY is Intermediate Core Bond. They also come from different issuers: State Street and WisdomTree. Their fees differ too: 0.15% for MYCI and 0.12% for AGGY.
MYCI currently has the higher Sharpe Ratio (1.95 vs 1.17), 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 MYCI and AGGY
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