U.S. Modern Alpha® Aggregate Bond Funds

Top category "WisdomTree Fixed Income ETFs" is hidden please check in administration to make it visible

Parent category "U.S. Fixed Income" is hidden please check in administration to make it visible

Draft theme Never published

U.S. Modern Alpha® Aggregate Bond Funds

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.


Modern Alpha®  WisdomTree Aggregate Bond ETFs are funds tracking an index of U.S. Treasuries, Agency bonds, Mortgage-backed bonds, Corporate bonds and a small amount of foreign bonds traded in U.S.

  • maturity
    • short-term aggregate - SHAG
  • fundamentals and opportunities for income 
    • aggregate reweighted for enhanced yield - AGGY
  • Interest-rate hedging
    • aggregate combined with rate hedging - AGZD


WisdomTree U.S. Corporate Bond  the benchmark of this selection, is chosen for contrast, highlighting very short term momentum shifts, as well as performance and volatility, of the Modern Alpha®  Aggregate Bond WisdomTree ETFs, combining multiple factors : maturity, yield-enhancing strategies and interest-rate hedging


The choice of time frames - from one week to a year - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes


As is the case for all the themes listed on the platform, further information can be accessed by hovering the mouse over a ticker or by clicking fund name / ticker - Expand any chart by double-click

The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

U.S. Modern Alpha® Aggregate Bond Funds • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund AGZD NASDAQ - - - 86 M 2.5 % Neutral 2 %   22 % -1 %
WisdomTree U.S. Aggregate Bond Enhanced Yield Fund AGGY NYSEARCA - - - 1.3 B -0.5 % Neutral 4 %   59 % -5 %
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund SHAG BATS - - - 82 M 0.1 % Neutral 1 %   18 % -1 %