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Upturn AI SWOT - About
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)
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Upturn Advisory Summary
04/01/2025: AGGY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 0.12% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 110332 | Beta 1.06 | 52 Weeks Range 40.29 - 44.03 | Updated Date 04/2/2025 |
52 Weeks Range 40.29 - 44.03 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
ETF Overview
Overview
The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) aims to enhance the yield of a traditional U.S. aggregate bond index by overweighting securities with higher yield characteristics within the investment-grade universe. It focuses on U.S. dollar-denominated, investment-grade fixed income securities. AGGY employs a rules-based strategy to select and weight bonds based on yield factors.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a solid reputation for innovative and rules-based investment strategies.
Management Expertise
WisdomTree has a team of experienced professionals dedicated to managing and monitoring its ETFs, with expertise in quantitative investing and fixed income markets.
Investment Objective
Goal
To enhance the yield of a portfolio of U.S. investment-grade bonds while maintaining a risk profile similar to the broad U.S. aggregate bond market.
Investment Approach and Strategy
Strategy: AGGY does not track a specific index directly but aims to outperform the U.S. Aggregate Bond Index through its yield-enhancement strategy.
Composition The fund invests primarily in U.S. dollar-denominated, investment-grade fixed income securities, including U.S. Treasuries, government-related securities, corporate bonds, and mortgage-backed securities.
Market Position
Market Share: AGGY's market share within the aggregate bond ETF space is moderate.
Total Net Assets (AUM): 55190000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. Aggregate Bond ETF (SCHZ)
Competitive Landscape
The aggregate bond ETF market is highly competitive, dominated by low-cost, passively managed funds like AGG and BND. AGGY distinguishes itself with its yield-enhancement strategy, but this also introduces potential for underperformance relative to the benchmark if the strategy does not work as expected. AGGY's higher expense ratio compared to AGG and BND can be a disadvantage.
Financial Performance
Historical Performance: Historical performance varies depending on interest rate environments and credit spreads; check current returns for specific periods.
Benchmark Comparison: Performance should be compared to the Bloomberg U.S. Aggregate Bond Index and competing aggregate bond ETFs.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
AGGY's average trading volume is moderate, which may result in wider bid-ask spreads compared to more liquid ETFs.
Bid-Ask Spread
The bid-ask spread for AGGY can vary depending on market conditions and trading volume; typical spreads may be a few cents.
Market Dynamics
Market Environment Factors
Interest rate changes, inflation expectations, credit spreads, and overall economic growth all influence AGGY's performance.
Growth Trajectory
AGGY's growth is dependent on investor demand for yield-enhanced fixed income strategies and its ability to consistently outperform its benchmark after fees.
Moat and Competitive Advantages
Competitive Edge
AGGY's competitive edge lies in its rules-based yield-enhancement strategy, seeking to provide higher income than traditional aggregate bond ETFs. This approach may appeal to income-seeking investors willing to accept some active management risk. The rules-based methodology also offers transparency and consistency in portfolio construction. However, the success of the strategy hinges on its ability to identify and overweight higher-yielding bonds without significantly increasing credit risk or duration.
Risk Analysis
Volatility
AGGY's volatility should be similar to the broad U.S. aggregate bond market, though active management could introduce some deviations.
Market Risk
AGGY is exposed to interest rate risk (duration), credit risk (though limited to investment grade), and inflation risk.
Investor Profile
Ideal Investor Profile
AGGY is suitable for income-seeking investors who want exposure to the U.S. aggregate bond market with a potential for higher yield.
Market Risk
AGGY is best suited for long-term investors seeking income and diversification within their fixed income portfolio.
Summary
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) offers a yield-enhanced approach to investing in U.S. investment-grade bonds. The ETF's goal is to generate higher income than standard aggregate bond ETFs through active security selection. AGGY's performance depends on its ability to effectively overweight higher-yielding bonds. It is suitable for income-focused investors comfortable with moderate active management risk, but investors should be aware of the higher expense ratio compared to passive alternatives. Despite a clear investment strategy, AGGY has yet to gain significant traction in the marketplace.
Similar Companies
- AGG
- BND
- SCHZ
- IUSB
Sources and Disclaimers
Data Sources:
- WisdomTree
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is designed to broadly capture the U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints. The fund is non-diversified.
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