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AGND vs AGGY

Both AGGY and AGND are ETFs. AGGY has a higher 5-year return than AGND (3.42% vs -1.15%). Below is the comparison between AGGY and AGND.

AGGY AGND
Security Type ETF ETF
Segment Fixed Income: U.S. - Broad Market Investment Grade Fixed Income: U.S. - Broad Market Investment Grade
Family WisdomTree WisdomTree
Net Assets $1.07B N/A
Expense Ratio 0.12% N/A
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.28% 2.65%
Underlying Index Bloomberg Barclays U.S. Aggregate Enhanced Yield Index Bloomberg Barclays Rate Hedged U.S. Aggregate Bond Index, Negative Five Duration
YTD Return -1.79% -7.79%
1-Year Return 0.07% -6.36%
3-Year Return 5.71% -1.71%
5-Year Return 3.42% -1.15%
10-Year Return 0.00% 0.00%

AGGY description

The Fund seeks to track the price and yield performance, before fees and expenses, of the Bloomberg Barclays U.S. Aggregate Enhanced Yield Index. The Index is designed to broadly capture the U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints.

AGGY performance & returns

YTD Return -1.79%
1-Month Return 1.51%
3-Month Return 1.71%
1-Year Return 0.07%
3-Year Return 5.71%
5-Year Return 3.42%
10-Year Return 0.00%
AGGY expense ratio is 0.12%.

AGGY holdings

Top 10 Holdings (7.17% of Total Assets)

Name Symbol % Assets
Federal National Mortgage Association 6.63% N/A 1.47%
Federal Home Loan Mortgage Corporation 6.25% N/A 1.29%
Federal Home Loan Mortgage Corporation 6.75% N/A 1.06%
Federal National Mortgage Association 2.5% N/A 0.86%
Tennessee Valley Authority 5.25% N/A 0.86%
Federal Home Loan Banks 5.5% N/A 0.71%
Tennessee Valley Authority 5.88% N/A 0.48%
Federal National Mortgage Association 2% N/A 0.44%

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AGND description

AGND performance & returns

YTD Return -7.79%
1-Month Return 0.77%
3-Month Return -3.64%
1-Year Return -6.36%
3-Year Return -1.71%
5-Year Return -1.15%
10-Year Return 0.00%
AGND expense ratio is N/A.

AGND holdings

Top 10 Holdings (99.99% of Total Assets)

Name Symbol % Assets
Commercial Mortgage Trust 2015-Dc1 3.08% N/A 40.78%
Wells Fargo Commercial Mortgage Trust 3.1% N/A 24.71%
Morgan Stanley BAML Trust 3.53% N/A 20.74%
Rockwell Collins Incorporated 3.2% N/A 9.92%
Rockwell Collins Incorporated 4.8% N/A 3.84%

Other relevant AGND comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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