AGGY vs VXUS
AGGY vs VXUS
WisdomTree Yield Enhanced US Aggregate Bond Fund vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | AGGY | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.05% | |
| AUM | $926M | $156.5B | |
| Dividend Yield | 4.48% | 2.60% | |
| Holdings | 2,221 | 8,747 | |
| YTD Return | +0.07% | +13.65% | |
| 1Y Return | +2.52% | +28.53% | |
| 3Y Return (annualized) | +4.62% | +18.64% | |
| 5Y Return (annualized) | -0.48% | +9.00% | |
| Volatility (annualized) | 5.6% | 15.1% | |
| Max Drawdown | -22.3% | -39.9% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 9, 2015 | Jan 26, 2011 |
AGGY vs VXUS Performance
WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) is a ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AGGY returned +2.52% while VXUS returned +28.53%. Year to date, AGGY is up 0.07% versus a gain of 13.65% for VXUS.
Over three years, AGGY compounded at +4.62% per year against +18.64% for VXUS; over five years the annualized figures are -0.48% and +9.00% respectively. Across the full 11-year window we track, VXUS has the edge at +4.81% annualized vs +0.40%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.6% for AGGY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.3% for AGGY and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AGGY charges 0.12% per year while VXUS charges 0.05%. On a $10,000 position that is $12 vs $5 annually, a gap of $7 per year that compounds over a long holding period. On income, AGGY currently yields 4.48% against 2.60% for VXUS.
Holdings Overlap
AGGY and VXUS share 0 holdings out of 9958 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AGGY or VXUS?
AGGY has an expense ratio of 0.12% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, AGGY or VXUS?
Over the past year AGGY returned +2.52% vs +28.53% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), AGGY annualized +0.40% vs +4.81% for VXUS. Past performance does not guarantee future results.
Which is riskier, AGGY or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 5.6% for AGGY. Worst drawdown: AGGY -22.3% vs VXUS -39.9%.
Should I hold both AGGY and VXUS?
AGGY and VXUS have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AGGY and VXUS?
AGGY and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 9958 unique securities.
Which pays a higher dividend, AGGY or VXUS?
AGGY yields 4.48% while VXUS yields 2.60%, so AGGY currently pays the higher dividend yield.
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