SHAG vs. USTB
Compare and contrast key facts about WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond ETF (SHAG) and VictoryShares Short-Term Bond ETF (USTB).
SHAG and USTB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SHAG is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg U.S. Short Aggregate Enhanced Yield Index. It was launched on May 18, 2017. USTB is a passively managed fund by Victory that tracks the performance of the Bloomberg 1–3 Year Credit Index. It was launched on Oct 24, 2017. Both SHAG and USTB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SHAG vs. USTB - Performance Comparison
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SHAG vs. USTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond ETF | 0.10% | 6.27% | 4.30% | 4.61% | -6.37% | -0.91% | 4.70% | 5.79% | 0.80% | -0.29% |
USTB VictoryShares Short-Term Bond ETF | 0.35% | 6.08% | 6.49% | 6.69% | -2.82% | 0.90% | 5.12% | 5.10% | 1.08% | 0.35% |
Returns By Period
In the year-to-date period, SHAG achieves a 0.10% return, which is significantly lower than USTB's 0.35% return.
SHAG
- 1D
- -0.04%
- 1M
- -0.73%
- YTD
- 0.10%
- 6M
- 1.11%
- 1Y
- 4.28%
- 3Y*
- 4.53%
- 5Y*
- 1.63%
- 10Y*
- —
USTB
- 1D
- 0.06%
- 1M
- -0.43%
- YTD
- 0.35%
- 6M
- 1.43%
- 1Y
- 4.62%
- 3Y*
- 6.01%
- 5Y*
- 3.43%
- 10Y*
- —
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SHAG vs. USTB - Expense Ratio Comparison
SHAG has a 0.12% expense ratio, which is lower than USTB's 0.34% expense ratio.
Return for Risk
SHAG vs. USTB — Risk / Return Rank
SHAG
USTB
SHAG vs. USTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond ETF (SHAG) and VictoryShares Short-Term Bond ETF (USTB). 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.
| SHAG | USTB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 3.12 | -1.17 |
Sortino ratioReturn per unit of downside risk | 3.00 | 4.97 | -1.98 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.73 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 3.14 | 5.47 | -2.33 |
Martin ratioReturn relative to average drawdown | 12.27 | 23.81 | -11.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHAG | USTB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 3.12 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 1.72 | -1.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 1.70 | -0.87 |
Correlation
The correlation between SHAG and USTB is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SHAG vs. USTB - Dividend Comparison
SHAG's dividend yield for the trailing twelve months is around 4.35%, less than USTB's 4.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond ETF | 4.35% | 4.33% | 4.49% | 3.04% | 1.38% | 0.92% | 2.33% | 2.71% | 2.56% | 0.77% |
USTB VictoryShares Short-Term Bond ETF | 4.61% | 4.62% | 5.05% | 4.49% | 2.54% | 1.84% | 2.59% | 2.69% | 2.32% | 0.43% |
Drawdowns
SHAG vs. USTB - Drawdown Comparison
The maximum SHAG drawdown since its inception was -9.62%, which is greater than USTB's maximum drawdown of -5.32%. Use the drawdown chart below to compare losses from any high point for SHAG and USTB.
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Drawdown Indicators
| SHAG | USTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.62% | -5.32% | -4.30% |
Max Drawdown (1Y)Largest decline over 1 year | -1.38% | -0.84% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -9.62% | -4.96% | -4.66% |
Current DrawdownCurrent decline from peak | -0.91% | -0.59% | -0.32% |
Average DrawdownAverage peak-to-trough decline | -1.90% | -0.67% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.35% | 0.19% | +0.16% |
Volatility
SHAG vs. USTB - Volatility Comparison
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond ETF (SHAG) has a higher volatility of 0.84% compared to VictoryShares Short-Term Bond ETF (USTB) at 0.49%. This indicates that SHAG's price experiences larger fluctuations and is considered to be riskier than USTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHAG | USTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.84% | 0.49% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 1.19% | 0.83% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.21% | 1.49% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.73% | 2.01% | +0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.59% | 2.02% | +0.57% |