AGGY vs VYM
WisdomTree Yield Enhanced US Aggregate Bond Fund vs Vanguard High Dividend Yield ETF
Which is better, AGGY or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM 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 | VYM |
|---|---|---|
| Expense Ratio | 0.12% | 0.04%Best |
| AUM | $904M | $81.6B |
| Dividend Yield | 4.59% | 2.22% |
| Holdings | 2,112 | 613 |
| YTD Return | -1.45% | +13.91%Best |
| 1Y Return | -1.20% | +17.57%Best |
| 3Y Return (annualized) | +4.27% | +18.12%Best |
| 5Y Return (annualized) | -0.74% | +12.17%Best |
| Volatility (annualized) | 5.6%Best | 14.0% |
| Max Drawdown | -22.3%Best | -35.7% |
| $10,000 over 5 years | $9,635 | $17,758Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Value |
| Inception | Jul 9, 2015 | Nov 10, 2006 |
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 11, 2026 (11.2 years).
AGGY vs VYM 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 VYM Performance
WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AGGY returned -1.20% while VYM returned +17.57%. Year to date, AGGY is down 1.45% versus a gain of 13.91% for VYM.
Over three years, AGGY compounded at +4.27% per year against +18.12% for VYM; over five years the annualized figures are -0.74% and +12.17% respectively. Across the full 11-year window we track, VYM has the edge at +9.81% annualized vs +0.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.0% 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.41. They move together some of the time, and apart the rest.
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 4.59% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 1 holding in AGGY and 603 in VYM, totalling 0.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in AGGY and 603 in VYM, against full books of 2,112 and 613.
You are not choosing between two funds in isolation.
Whichever of AGGY and VYM 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 VYM?
AGGY has an expense ratio of 0.12% while VYM charges 0.04%. VYM is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, AGGY or VYM?
Over the past year AGGY returned -1.20% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), AGGY annualized +0.26% vs +9.81% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AGGY or VYM?
VYM has been the more volatile fund at 14.0% annualized versus 5.6% for AGGY. Worst drawdown: AGGY -22.3% vs VYM -35.7%.
Should I hold both AGGY and VYM?
AGGY and VYM have a monthly-return correlation of 0.41, 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 VYM?
AGGY yields 4.59% while VYM yields 2.22%, so AGGY currently pays the higher dividend yield.
Is VYM better than AGGY?
VYM has a lower expense ratio. VYM 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.