AGGY vs VYM
AGGY vs VYM
WisdomTree Yield Enhanced US Aggregate Bond Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. AGGY offers more diversification with 2098 holdings.
Side-by-Side Comparison
| Metric | AGGY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.04% | |
| AUM | $926M | $79.0B | |
| Dividend Yield | 4.48% | 2.86% | |
| Holdings | 2,221 | 568 | |
| YTD Return | -0.17% | +15.20% | |
| 1Y Return | +2.25% | +25.56% | |
| 3Y Return (annualized) | +4.53% | +17.86% | |
| 5Y Return (annualized) | -0.43% | +12.35% | |
| Volatility (annualized) | 5.6% | 14.6% | |
| Max Drawdown | -22.3% | -58.8% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 9, 2015 | Nov 10, 2006 |
AGGY vs VYM Performance
WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AGGY returned +2.25% while VYM returned +25.56%. Year to date, AGGY is down 0.17% versus a gain of 15.20% for VYM.
Over three years, AGGY compounded at +4.53% per year against +17.86% for VYM; over five years the annualized figures are -0.43% and +12.35% respectively. Across the full 11-year window we track, VYM has the edge at +7.05% annualized vs +0.38%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AGGY charges 0.12% per year while VYM charges 0.04%. On a $10,000 position that is $12 vs $4 annually, a gap of $8 per year that compounds over a long holding period. On income, AGGY currently yields 4.48% against 2.86% for VYM.
Holdings Overlap
AGGY and VYM share 3 holdings out of 2653 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 VYM?
AGGY has an expense ratio of 0.12% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $8 per year of difference.
Which performed better, AGGY or VYM?
Over the past year AGGY returned +2.25% vs +25.56% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), AGGY annualized +0.38% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, AGGY or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 5.6% for AGGY. Worst drawdown: AGGY -22.3% vs VYM -58.8%.
Should I hold both AGGY and VYM?
AGGY and VYM have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AGGY and VYM?
AGGY and VYM share 3 common holdings with a 0.0% weight overlap. Combined, they hold 2653 unique securities.
Which pays a higher dividend, AGGY or VYM?
AGGY yields 4.48% while VYM yields 2.86%, so AGGY currently pays the higher dividend yield.
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