AGGY:NYE-WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 44.71

Change

-0.12 (-0.27)%

Market Cap

USD 0.99B

Volume

0.28M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund will invest at least 80% of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. 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. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Intermediate Core Bond

Symbol Name Price(Change) Market Cap
SPAB SPDR® Portfolio Aggregate Bon..

-0.07 (-0.27%)

USD 8.60B
SPAB SPDR® Portfolio Aggregate Bon..

-0.07 (-0.27%)

USD 8.60B
SCHZ Schwab U.S. Aggregate Bond ETF

-0.10 (-0.21%)

USD 8.49B
SCHZ Schwab U.S. Aggregate Bond ETF

-0.10 (-0.21%)

USD 8.49B
EAGG iShares ESG U.S. Aggregate Bon..

-0.10 (-0.21%)

USD 3.61B
EAGG iShares ESG U.S. Aggregate Bon..

-0.10 (-0.21%)

USD 3.61B
CMBS iShares CMBS ETF

+0.16 (+0.33%)

USD 0.47B
CMBS iShares CMBS ETF

+0.16 (+0.33%)

USD 0.47B
NUBD Nuveen ESG U.S. Aggregate Bond..

-0.04 (-0.18%)

USD 0.41B
NUBD Nuveen ESG U.S. Aggregate Bond..

-0.04 (-0.18%)

USD 0.41B

ETFs Containing AGGY

WBAL 0.00 % 0.03 %

N/A

N/A
GLBY 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.57% 14% F 30% F
Dividend Return 3.12% 95% A 57% F
Total Return 4.69% 68% D+ 31% F
Trailing 12 Months  
Capital Gain 8.36% 14% F 34% F
Dividend Return 4.50% 95% A 59% D-
Total Return 12.86% 86% B+ 35% F
Trailing 5 Years  
Capital Gain -14.68% 5% F 25% F
Dividend Return 10.63% 68% D+ 37% F
Total Return -4.05% 5% F 22% F
Average Annual (5 Year Horizon)  
Capital Gain -4.78% N/A N/A 16% F
Dividend Return -2.55% N/A N/A 14% F
Total Return 2.22% N/A N/A 49% F
Risk Return Profile  
Volatility (Standard Deviation) 6.86% N/A N/A 85% B
Risk Adjusted Return -37.21% N/A N/A 8% B-
Market Capitalization 0.99B 50% F 55% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.