AGGY vs VXUS
WisdomTree Yield Enhanced US Aggregate Bond Fund vs Vanguard Total International Stock ETF
Which is better, AGGY or VXUS?
VXUS has been ahead.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AGGY | VXUS |
|---|---|---|
| Expense Ratio | 0.12% | 0.05%Best |
| AUM | $891M | $163.2B |
| Dividend Yield | 4.84% | 2.34% |
| Holdings | 2,112 | 8,844 |
| YTD Return | -2.53% | +10.00%Best |
| 1Y Return | -2.60% | +17.01%Best |
| 3Y Return (annualized) | +4.75% | +19.55%Best |
| 5Y Return (annualized) | -0.76% | +8.55%Best |
| Volatility (annualized) | 5.6%Best | 15.0% |
| Max Drawdown | -22.3%Best | -39.9% |
| $10,000 over 5 years | $9,626 | $15,071Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Jul 9, 2015 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 9, 2015 to Oct 14, 2026 (11.3 years).
AGGY vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.3 years both funds cover.
AGGY vs VXUS Performance
WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year AGGY returned -2.60% while VXUS returned +17.01%. Year to date, AGGY is down 2.53% versus a gain of 10.00% for VXUS.
Over three years, AGGY compounded at +4.75% per year against +19.55% for VXUS; over five years the annualized figures are -0.76% and +8.55% respectively. Across the full 11-year window we track, VXUS has the edge at +6.45% annualized vs +0.16%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 5.6% for AGGY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.3% for AGGY and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AGGY charges 0.12% per year while VXUS charges 0.05%. On a $10,000 position that is $12 vs $5 annually, a gap of $7 per year that compounds over a long holding period. On income, AGGY currently yields 4.84% against 2.34% for VXUS.
Holdings Overlap
We hold position weights for 1,828 holdings in AGGY and 8,425 in VXUS, totalling 80.7% and 91.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1,828 positions we hold weights for in AGGY and 8,425 in VXUS, against full books of 2,112 and 8,844.
You are not choosing between two funds in isolation.
Whichever of AGGY and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AGGY or VXUS?
AGGY has an expense ratio of 0.12% while VXUS charges 0.05%. VXUS is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, AGGY or VXUS?
Over the past year AGGY returned -2.60% vs +17.01% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), AGGY annualized +0.16% vs +6.45% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AGGY or VXUS?
VXUS has been the more volatile fund at 15.0% annualized versus 5.6% for AGGY. Worst drawdown: AGGY -22.3% vs VXUS -39.9%.
Should I hold both AGGY and VXUS?
AGGY and VXUS have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AGGY or VXUS?
AGGY yields 4.84% while VXUS yields 2.34%, so AGGY currently pays the higher dividend yield.
Is VXUS better than AGGY?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.