High & Enhanced Yield Bond Funds

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Draft theme Never published

High & Enhanced Yield 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.

 

WisdomTree U.S. High & Enhanced Yield Bonds ETFs are funds

  • invested in high yielding corporate bonds
  • or enhancing the  Bloomberg Barclays index with a rules-based approach re-weighting the subcomponents 

Combined in Modern Alpha® strategies, screening by

  • maturity
    • high-yield short-term corporate - SFHY
    • enhanced short-term aggregate - SHAG
  • fundamentals and opportunities for income 
    • high-yield non-investment grade corporate - WFHY
    • enhanced aggregate - AGGY
  • Interest-rate hedging
    • high yield combined with rate hedging - HYZD

 

WisdomTree U.S. Corporate Bond is the benchmark of this theme

 

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 WisomTree themes presented on the platform

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

High & Enhanced Yield Bond Funds • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD NASDAQ - - - 203 M 14.1 % Neutral 8 %   35 % -4 %
WisdomTree U.S. Aggregate Bond Enhanced Yield Fund AGGY NYSEARCA - - - 1.3 B -0.5 % Neutral 4 %   7 % -5 %
WisdomTree U.S. High Yield Corporate Bond Fund WFHY BATS - - - 41 M 8.6 % Neutral 7 %   32 % -5 %
WisdomTree U.S. Short-Term High Yield Corporate Bond SFHY BATS - - - 25 M 8.2 % Neutral 5 %   24 % -3 %
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund SHAG BATS - - - 82 M 0.1 % Neutral 1 %   3 % -1 %