AGGY vs QQQ
WisdomTree Yield Enhanced US Aggregate Bond Fund vs Invesco QQQ Trust, Series 1
Which is better, AGGY or QQQ?
QQQ has been ahead.
AGGY has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AGGY | QQQ |
|---|---|---|
| Expense Ratio | 0.12%Best | 0.18% |
| AUM | $904M | $483.5B |
| Dividend Yield | 4.59% | 0.44% |
| Holdings | 2,112 | 107 |
| YTD Return | -2.86% | +21.71%Best |
| 1Y Return | -1.87% | +25.89%Best |
| 3Y Return (annualized) | +4.33% | +28.80%Best |
| 5Y Return (annualized) | -0.89% | +15.67%Best |
| Volatility (annualized) | 5.7%Best | 18.9% |
| Max Drawdown | -22.3%Best | -35.1% |
| $10,000 over 5 years | $9,563 | $20,706Best |
| Fund Family | WisdomTree Investments | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Growth |
| Inception | Jul 9, 2015 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 9, 2015 to Sep 25, 2026 (11.2 years).
AGGY vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AGGY vs QQQ Performance
WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) is an ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year AGGY returned -1.87% while QQQ returned +25.89%. Year to date, AGGY is down 2.86% versus a gain of 21.71% for QQQ.
Over three years, AGGY compounded at +4.33% per year against +28.80% for QQQ; over five years the annualized figures are -0.89% and +15.67% respectively. Across the full 11-year window we track, QQQ has the edge at +19.33% annualized vs +0.13%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 5.7% 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 -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AGGY charges 0.12% per year while QQQ charges 0.18%. On a $10,000 position that is $12 vs $18 annually, a gap of $6 per year that compounds over a long holding period. On income, AGGY currently yields 4.59% against 0.44% for QQQ.
You are not choosing between two funds in isolation.
Whichever of AGGY and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AGGY or QQQ?
AGGY has an expense ratio of 0.12% while QQQ charges 0.18%. AGGY is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, AGGY or QQQ?
Over the past year AGGY returned -1.87% vs +25.89% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), AGGY annualized +0.13% vs +19.33% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AGGY or QQQ?
QQQ has been the more volatile fund at 18.9% annualized versus 5.7% for AGGY. Worst drawdown: AGGY -22.3% vs QQQ -35.1%.
Should I hold both AGGY and QQQ?
AGGY and QQQ have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AGGY or QQQ?
AGGY yields 4.59% while QQQ yields 0.44%, so AGGY currently pays the higher dividend yield.
Is QQQ better than AGGY?
AGGY has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.