U.S. Fixed Income (overview)

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U.S. Fixed Income  (overview)

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. Fixed Income  ETFs lists funds invested in U.S corporate bonds, in rate-hedging strategies and in aggregate investment grade bonds, combining Modern Alpha® factors

  • U.S. corporate bonds, with a focus on  
    • maturity - SFIG
    • fundamentals - WFIG
    • yield (enhanced and high yield) - SFHY - WFHY
  • Interest-rate strategies
    • High yield - interest rate hedged - HYZD
    • Aggregate bond investment - rate hedged - AGZD
    • Floating rate - USFR
    • exposure to securitized debt - MTGP
  •  Aggregates
    • targeting the investment grade U.S. bond market - AGGY
    • including sovereign and corporate bonds
    • by maturity -SHAG

 

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 WisdomTree themes presented on the platform

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

U.S. Fixed Income (overview) • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree Bloomberg US Dollar Bullish Fund USDU NYSEARCA - - - 55 M -10.3% Neutral 7%   -1% -11%
WisdomTree Floating Rate Treasury Fund USFR NYSEARCA - - - 1.7 B 0.1% Neutral 1%   0% -0%
WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD NASDAQ - - - 203 M 14.1% Neutral 8%   21% -4%
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund AGZD NASDAQ - - - 86 M 2.5% Neutral 2%   3% -1%
WisdomTree Mortgage Plus Bond Fund MTGP NYSEARCA - - - 0 1.1% Neutral 2%   3% -2%
WisdomTree U.S. Aggregate Bond Enhanced Yield Fund AGGY NYSEARCA - - - 1.3 B -0.5% Neutral 4%   9% -5%
WisdomTree U.S. Corporate Bond WFIG BATS - - - 27 M 0.1% Neutral 6%   20% -8%
WisdomTree U.S. High Yield Corporate Bond Fund WFHY BATS - - - 41 M 8.6% Neutral 7%   20% -5%
WisdomTree U.S. Short-Term Corporate Bond SFIG BATS - - - 10 M 0.7% Neutral 2%   6% -2%
WisdomTree U.S. Short-Term High Yield Corporate Bond SFHY BATS - - - 25 M 8.2% Neutral 5%   16% -3%
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund SHAG BATS - - - 82 M 0.1% Neutral 1%   3% -1%