AGGY:ARCA-WisdomTree Trust Barclays U.S. Aggregate Bond Enhanced Yield Fund (USD)

ETF | Intermediate Core Bond | NYSE Arca

Last Closing

USD 52.2

Change

+0.19 (+0.37)%

Market Cap

USD 0.11B

Volume

0.30M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the Barclays U.S. Aggregate Enhanced Yield Index (the "index"). 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 component 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.

Inception Date: 09/07/2015

Primary Benchmark: BBgBarc US Agg Enhanced Yield TR USD

Primary Index: BBgBarc US Agg Bond TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.12 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-08 )

Largest Industry Peers for Intermediate Core Bond

Symbol Name Mer Price(Change) Market Cap
AGG iShares Core U.S. Aggregate Bo.. 0.04 %

+0.10 (+0.10%)

USD 102.62B
BIV Vanguard Intermediate-Term Bon.. 0.07 %

+0.08 (+0.11%)

USD 17.20B
SPAB SPDR® Portfolio Aggregate Bon.. 0.05 %

+0.01 (+0.04%)

USD 7.65B
SCHZ Schwab U.S. Aggregate Bond ETF 0.04 %

+0.04 (+0.09%)

USD 7.53B
EAGG iShares ESG U.S. Aggregate Bon.. 0.09 %

+0.02 (+0.04%)

USD 3.56B
CMBS iShares CMBS ETF 0.25 %

-0.04 (-0.08%)

USD 0.42B
NUBD Nuveen ESG U.S. Aggregate Bond.. 0.20 %

+0.01 (+0.05%)

USD 0.34B
GBF iShares Government/Credit Bond.. 0.20 %

+0.28 (+0.27%)

USD 0.24B
BNDC FlexShares Core Select Bond Fu.. 0.16 %

+0.02 (+0.09%)

USD 0.18B
NUAG NuShares Enhanced Yield US Agg.. 0.20 %

+0.02 (+0.08%)

USD 0.03B

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 (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.10% 29% F 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.10% 29% F 92% A
Trailing 12 Months  
Capital Gain 4.92% 36% F 89% A-
Dividend Return 1.35% 79% B- 34% F
Total Return 6.27% 36% F 88% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.92% 78% C+ 39% F
Dividend Return 3.61% 89% A- 37% F
Total Return 2.69% 100% F 56% F
Risk Return Profile  
Volatility (Standard Deviation) 4.33% 33% F 94% A
Risk Adjusted Return 83.31% 67% D+ 75% C
Market Capitalization 0.11B 71% C- 63% D

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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.