AGGY vs VOO
WisdomTree Yield Enhanced US Aggregate Bond Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. AGGY offers more diversification with 2,221 holdings.
Side-by-Side Comparison
| Metric | AGGY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $939M | $997.4B | |
| Dividend Yield | 4.59% | 1.08% | |
| Holdings | 2,221 | 509 | |
| YTD Return | -0.41% | +12.68% | |
| 1Y Return | +2.28% | +21.87% | |
| 3Y Return (annualized) | +4.88% | +22.06% | |
| 5Y Return (annualized) | -0.53% | +12.95% | |
| Volatility (annualized) | 5.6% | 14.1% | |
| Max Drawdown | -22.3% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 9, 2015 | Sep 7, 2010 |
AGGY vs VOO Performance
WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AGGY returned +2.28% while VOO returned +21.87%. Year to date, AGGY is down 0.41% versus a gain of 12.68% for VOO.
Over three years, AGGY compounded at +4.88% per year against +22.06% for VOO; over five years the annualized figures are -0.53% and +12.95% respectively. Across the full 11-year window we track, VOO has the edge at +13.47% annualized vs +0.35%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AGGY charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, AGGY currently yields 4.59% against 1.08% for VOO.
Holdings Overlap
AGGY and VOO share 5 holdings out of 2598 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AGGY or VOO?
AGGY has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, AGGY or VOO?
Over the past year AGGY returned +2.28% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), AGGY annualized +0.35% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, AGGY or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.6% for AGGY. Worst drawdown: AGGY -22.3% vs VOO -34.3%.
Should I hold both AGGY and VOO?
AGGY and VOO have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AGGY and VOO?
AGGY and VOO share 5 common holdings with a 0.2% weight overlap. Combined, they hold 2598 unique securities.
Which pays a higher dividend, AGGY or VOO?
AGGY yields 4.59% while VOO yields 1.08%, so AGGY currently pays the higher dividend yield.
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