WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
SHAG CBOE - exBATS
The WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund seeks to track the price and yield performance, before fees and expenses, of the Bloomberg Barclays U.S. Short Aggregate Enhanced Yield Index. The fund is an income-oriented opportunity for investors looking to pragmatically enhance...
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- Fund size
- 81.8M as of Feb 2020
- Expense ratio
- 0.12% per year
- Dividend yield
- 3.94% Monthly
- Volatility · 1Y
- 2.2% Low Risk
- Beta
- 0.05 vs the market
- 52-week range
- 46.1347.01
How SHAG has paid off
Price return over every period, and total return with dividends reinvested, set against price alone.
Return by period
Price · to Nov 11Total return vs price return
Price onlyOver 1 year, SHAG returned +4.7% with dividends reinvested — dividends added +4.0 pts to the price move.
How bumpy is the ride?
Return only means something next to the risk taken to earn it. Volatility, drawdowns and market sensitivity over 1 year.
Volatility
Annualized · 1YA typical year sees the price swing about ±2% around its trend.
Drawdown from peak
How far below its previous high the price has been Deepest fall −1.9% on Sep 28, 2026 — 213 days after the previous high
More than 5% below a high 0% of the time.
Market sensitivity
BetaA beta of 0.05 means SHAG has moved less than the market.
Trend & momentum
Where the price sits against its moving averages, and how stretched the recent move is.
Price vs moving averages
Uptrend- 12-day average46.68 −0.1%
- 26-day average46.60 +0.0%
- 50-day average46.56 +0.1%
- 200-day average46.45 +0.3%
The price is above 3 of 4 averages. The 50-day average is above the 200-day, a sign of a rising longer-term trend.
Relative strength (RSI)
NeutralRSI compares recent gains with recent losses on a 0–100 scale. Above 70 a move is often considered stretched, below 30 washed out.
Technical indicators describe past prices. They are not a forecast.
Inside the fund
Aggregate · Short Term — tracking the Bloomberg Barclays U.S. Short Aggregate Enhanced Yield Index.
- Assets under management81.8MUSD
- Expense ratio0.12%per year
- Holdings375
- Risk score2.4Low
Launched May 2017. Fund data as of Feb 28, 2020.
What it pays you
Cash distributions over the last twelve months, and how they have grown.
About 39 USD a year for every 1,000 USD invested at today's price.
- Per share
- 1.84
- Frequency
- Monthly
- Last paid
- Oct 27, 2026
Last 12 months
1.84 USD / shareWhere SHAG shows up
Curated themes and indices that hold SHAG. Open one to see it in context, or test the whole theme in a portfolio.
About WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
The WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund seeks to track the price and yield performance, before fees and expenses, of the Bloomberg Barclays U.S. Short Aggregate Enhanced Yield Index. The fund is an income-oriented opportunity for investors looking to pragmatically enhance yield, designed as an alternative for a core fixed income strategy, for investors seeking opportunities across different parts of the yield curve
- Featured in 1 curated theme
- 375 holdings
- Ticker
- SHAG
- Exchange
- CBOE - exBATS
- ISIN
- US97717Y8084
- CUSIP
- 97717Y808
- Currency
- U.S. Dollar (USD)
- Country
- USA
- Sector
- Aggregate
- Industry
- Short Term
- Benchmark
- Bloomberg Barclays U.S. Short Aggregate Enhanced Yield Index
All key statistics
Details
Shareas of Nov 11, 2026
Dataas of Feb 28, 2020
Put SHAG to the test
See how it would change the return and the risk of a portfolio, with virtual money, before a single real dollar moves.
Data for information only, not investment advice. Past performance does not guarantee future results.