VS

Correlation: 95.2%

What is AGGY?

AGGY was created on 2015-07-09 by WisdomTree. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 861.55m in AUM and 2576 holdings. AGGY tracks an index of USD-denominated investment-grade securities", divided into 20 subcomponents. Subcomponents are reweighted to achieve higher yield-to-worst.

What is LQD?

LQD was created on 2002-07-22 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 28043.09m in AUM and 2852 holdings. LQD tracks a market-weighted index of US corporate investment-grade bonds across the maturity spectrum.

Key Details

AGGY
LQD
Website
www.wisdomtree.com
www.ishares.com
Inception Date

Jul 09, 2015

Jul 22, 2002

Asset Class

Fixed Income

Fixed Income

Investment Segment

Investment Grade

Investment Grade

AUM
$862.01M
$28.17B
Dividend Yield
4.55%
4.58%
Expense Ratio
0.12%
0.14%
Return 1Y
4.29%
3.70%

Holdings

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund - AGGY is made up of 2565 holdings. iShares iBoxx USD Investment Grade Corporate Bond ETF - LQD is made up of 2872 holdings.

Name
Weight
-

8.78%

-

8.61%

-

6.57%

-

6.2%

-

6.19%

-

5.48%

-

4.05%

-

2.73%

-

1.91%

-

1.32%

-

1.28%

-

1.1%

-

0.94%

-

0.82%

-

0.79%

-

0.77%

-

0.72%

-

0.67%

7
7009288

NT United States Treasury Notes 3.63%

0.66%

-

0.62%

-

0.62%

7
7007887

NT United States Treasury Notes 1.13%

0.61%

7
7008129

NT United States Treasury Notes 2.75%

0.6%

-

0.58%

-

0.58%

-

0.56%

7
7008939

NT United States Treasury Notes 3.75%

0.54%

7
7007867

NT United States Treasury Notes 1%

0.54%

-

0.53%

7
7009056

NT United States Treasury Notes 4.88%

0.53%

Name
Weight
-

1.02%

5
5CMSGH0

NT Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.23%

5
5CFRMD7

NT CVS Health Corp 5.05%

0.18%

5
5CZQQV2

NT T-Mobile USA, Inc. 3.875%

0.16%

5
5BCKTL2

NT Goldman Sachs Group, Inc. 6.75%

0.16%

5
5CMBQK3

NT Pfizer Investment Enterprises Pte Ltd. 5.3%

0.16%

-

0.15%

5
5CWRSD8

NT AbbVie Inc. 3.2%

0.15%

5
5CMBYP2

NT Bank of America Corp. 5.288%

0.14%

5
5CTMGB4

NT The Boeing Company 5.805%

0.14%

-

0.14%

5
5DDNRX4

NT AT&T Inc 3.5%

0.14%

5
5DDPDR8

NT AT&T Inc 3.55%

0.14%

5
5CLWGR8

NT WarnerMedia Holdings Inc. 5.141%

0.14%

5
5CWRZK1

NT AbbVie Inc. 4.25%

0.13%

5
5CSNCQ9

NT Wells Fargo & Co. 5.013%

0.13%

-

0.13%

5
5CGXJW5

NT Bank of America Corp. 5.015%

0.12%

5
5CMBQJ7

NT Pfizer Investment Enterprises Pte Ltd. 4.75%

0.12%

-

0.12%

5
5CGBTJ7

NT Bank of America Corp. 4.571%

0.12%

-

0.12%

5
5CLSXZ9

NT WarnerMedia Holdings Inc. 4.279%

0.12%

5
5CFRMD8

NT CVS Health Corp 4.78%

0.12%

-

0.12%

-

0.12%

5
5CGCYG3

NT Verizon Communications Inc. 2.355%

0.11%

5
5DDPDR5

NT AT&T Inc 3.8%

0.11%

5
5CNDRL1

NT Wells Fargo & Co. 5.557%

0.11%

5
5CLHFS2

NT Amgen Inc. 5.65%

0.11%

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Stock Correlation

The stocks that are correlated to AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund are CUBE, PSA, AGNC, AMT, EXR

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
C
CUBECubeSmart
54.26%$8.48B-16.06%5.60%
P
PSAPublic Storage
53.04%$48.78B+1.05%4.34%
A
AGNCAGNC Investment Corp.
51.14%$7.43B-13.53%17.82%
A
AMTAmerican Tower Corp.
50.40%$97.52B+16.61%3.11%
E
EXRExtra Space Storage, Inc.
49.56%$27.98B-7.93%4.96%
N
NLYAnnaly Capital Management, Inc.
49.45%$10.34B-6.89%15.36%
N
NSANational Storage Affiliates Trust
48.93%$2.57B-10.41%6.75%
S
SAFESafehold, Inc.
48.81%$1.08B-21.80%4.71%
F
FCPTFour Corners Property Trust, Inc.
48.47%$2.67B+13.44%5.24%
S
SBACSBA Communications Corp.
48.47%$22.92B+3.49%1.91%
M
MFAMFA Financial, Inc.
48.36%$838.65M-24.54%17.30%
F
FAFFirst American Financial Corp.
47.84%$6.18B+5.47%3.59%
P
PFSIPennyMac Financial Services, Inc.
47.66%$4.59B+0.08%1.24%
N
NNNNNN REIT, Inc.
45.09%$7.35B-4.71%5.94%
N
NTSTNetSTREIT Corp.
44.87%$1.23B-11.93%5.55%
L
LEN.BLennar Corp.
44.62%$26.08B-27.98%2.03%
A
ARRARMOUR Residential REIT, Inc.
43.74%$1.13B-24.57%20.48%
V
VICIVICI Properties, Inc.
43.47%$31.79B+6.67%5.68%
U
UWMCUWM Holdings Corp.
43.46%$691.93M-31.35%9.18%
C
CCSCentury Communities, Inc.
43.31%$1.82B-29.22%1.82%

The stocks that are correlated to LQD - iShares iBoxx USD Investment Grade Corporate Bond ETF are CUBE, PSA, AGNC, EXR, NLY

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
C
CUBECubeSmart
58.16%$8.48B-16.06%5.60%
P
PSAPublic Storage
56.42%$48.78B+1.05%4.34%
A
AGNCAGNC Investment Corp.
54.78%$7.43B-13.53%17.82%
E
EXRExtra Space Storage, Inc.
54.57%$27.98B-7.93%4.96%
N
NLYAnnaly Capital Management, Inc.
53.59%$10.34B-6.89%15.36%
N
NSANational Storage Affiliates Trust
53.30%$2.57B-10.41%6.75%
P
PFSIPennyMac Financial Services, Inc.
52.88%$4.59B+0.08%1.24%
M
MFAMFA Financial, Inc.
52.81%$838.65M-24.54%17.30%
F
FCPTFour Corners Property Trust, Inc.
51.50%$2.67B+13.44%5.24%
F
FAFFirst American Financial Corp.
51.20%$6.18B+5.47%3.59%
S
SAFESafehold, Inc.
49.75%$1.08B-21.80%4.71%
H
HDThe Home Depot, Inc.
49.55%$351.47B+1.80%2.58%
S
SBACSBA Communications Corp.
49.32%$22.92B+3.49%1.91%
A
AMTAmerican Tower Corp.
48.77%$97.52B+16.61%3.11%
C
CCSCentury Communities, Inc.
48.54%$1.82B-29.22%1.82%
L
LEN.BLennar Corp.
48.50%$26.08B-27.98%2.03%
P
PHMPulteGroup, Inc.
48.03%$18.88B-15.28%0.90%
A
ARRARMOUR Residential REIT, Inc.
47.94%$1.13B-24.57%20.48%
U
UWMCUWM Holdings Corp.
47.92%$691.93M-31.35%9.18%
I
IVRInvesco Mortgage Capital, Inc.
47.61%$413.18M-25.79%24.42%

ETF Correlation

The ETFs that are correlated to AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund are DFCF, USIG, VTC, QLTA, SPBO

Name
Correlation
AUM
Expense Ratio
D
DFCFDimensional Core Fixed Income ETF
95.64%$6.51B0.17%
U
USIGiShares Broad USD Investment Grade Corporate Bond ETF
95.64%$12.55B0.04%
V
VTCVanguard Total Corporate Bond ETF
95.59%$1.17B0.03%
Q
QLTAiShares Aaa A Rated Corporate Bond ETF
95.57%$1.63B0.15%
S
SPBOSPDR Portfolio Corporate Bond ETF
95.53%$1.74B0.03%
S
SUSCiShares Trust iShares ESG Aware USD Corporate Bond ETF
95.31%$1.11B0.18%
L
LQDiShares iBoxx USD Investment Grade Corporate Bond ETF
95.24%$28.17B0.14%
I
IUSBiShares Core Total USD Bond Market ETF
95.07%$32.72B0.06%
I
IGEBiShares Investment Grade Systematic Bond ETF
95.06%$1.06B0.18%
V
VCITVanguard Intermediate Term Corporate Bond ETF
94.92%$51.11B0.03%
I
IBDXiShares iBonds Dec 2032 Term Corporate ETF
94.89%$1.01B0.1%
G
GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF
94.81%$849.30M0.08%
I
IGIBiShares Trust iShares 5 10 Year Investment Grade Corporate Bond ETF
94.59%$14.50B0.04%
A
AVIGAvantis Core Fixed Income ETF
94.50%$1.08B0.15%
I
IBDYiShares iBonds Dec 2033 Term Corporate ETF
94.37%$707.96M0.1%
B
BSCWTraded Self Indexed Fund Trust Invesco BulletShares 2032 Corporate Bond ETF
94.33%$786.00M0.1%
V
VCEBVanguard ESG U.S. Corporate Bond ETF
94.28%$825.04M0.12%
I
IGLBiShares 10 Year Investment Grade Corporate Bond ETF
94.18%$2.39B0.04%
I
ILTBiShares Core 10+ Year USD Bond ETF
94.18%$594.67M0.06%
S
SCHISchwab 5 10 Year Corporate Bond ETF
94.14%$7.90B0.03%

The ETFs that are correlated to LQD - iShares iBoxx USD Investment Grade Corporate Bond ETF are SPBO, QLTA, USIG, VTC, SUSC

Name
Correlation
AUM
Expense Ratio
S
SPBOSPDR Portfolio Corporate Bond ETF
99.52%$1.74B0.03%
Q
QLTAiShares Aaa A Rated Corporate Bond ETF
99.42%$1.63B0.15%
U
USIGiShares Broad USD Investment Grade Corporate Bond ETF
99.37%$12.55B0.04%
V
VTCVanguard Total Corporate Bond ETF
99.17%$1.17B0.03%
S
SUSCiShares Trust iShares ESG Aware USD Corporate Bond ETF
99.12%$1.11B0.18%
S
SPLBSPDR Portfolio Long Term Corporate Bond ETF
99.03%$1.14B0.04%
I
IGLBiShares 10 Year Investment Grade Corporate Bond ETF
98.99%$2.39B0.04%
V
VCLTVanguard Long Term Corporate Bond ETF
98.86%$13.35B0.04%
I
IGEBiShares Investment Grade Systematic Bond ETF
98.62%$1.06B0.18%
G
GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF
98.56%$849.30M0.08%
I
IBDXiShares iBonds Dec 2032 Term Corporate ETF
98.17%$1.01B0.1%
V
VCITVanguard Intermediate Term Corporate Bond ETF
98.16%$51.11B0.03%
V
VCEBVanguard ESG U.S. Corporate Bond ETF
98.13%$825.04M0.12%
I
IGIBiShares Trust iShares 5 10 Year Investment Grade Corporate Bond ETF
97.96%$14.50B0.04%
S
SCHISchwab 5 10 Year Corporate Bond ETF
97.51%$7.90B0.03%
F
FLCOFranklin Investment Grade Corporate ETF
97.35%$548.37M0.35%
B
BSCWTraded Self Indexed Fund Trust Invesco BulletShares 2032 Corporate Bond ETF
97.07%$786.00M0.1%
I
IBDYiShares iBonds Dec 2033 Term Corporate ETF
96.97%$707.96M0.1%
I
ILTBiShares Core 10+ Year USD Bond ETF
96.97%$594.67M0.06%
B
BLVVanguard Long Term Bond ETF
96.41%$5.97B0.03%

Holding Overlap

AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund and LQD - iShares iBoxx USD Investment Grade Corporate Bond ETF have a 326 holding overlap. Which accounts for a 20.4% overlap.

Number of overlapping holdings

326

% of overlapping holdings

20.37%

Name
Weight in AGGY
Weight in LQD
5
5CZQQV2

T MOBILE USA IN

0.16%0.16%
5
5CQSDW4

INTEL CORP

0.16%0.04%
5
5CLBFH6

ANHEUSER-BUSCH

0.15%0.10%
5
5DDPDR8

AT AND T INC

0.13%0.14%
5
5CFRMD7

CVS HEALTH CORP

0.13%0.18%
5
5CGCYG3

VERIZON COMMUNI

0.12%0.11%
5
5CMSMD0

HSBC HOLDING PL

0.12%0.07%
5
5CRMLV4

INTEL CORP

0.12%0.03%
5
5CMBQK3

PFIZER INVT ENT

0.11%0.16%
5
5CKQYB7

INTEL CORP

0.11%0.02%

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