AGG vs AGGY: fund overlap

ETF comparisons  /  AGG vs AGGY

US aggregate bond comparison · AGG 2026-08-27 · AGGY 2026-05-31

AGG vs AGGY

iShares Core U.S. Aggregate Bond ETF compared with WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

Most company exposure is different between these funds.AGG has 11,690 companies outside the overlap; AGGY has 448.
AGGUS aggregate bond

iShares Core U.S. Aggregate Bond ETF

13,390holdings
0.03%annual fee
USmarket
ValuationNot available for this holdings date
AGG holdings and fund profile
AGGYbond

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

2,147holdings
0.12%annual fee
USmarket
ValuationNot available for this holdings date
AGGY holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

1,694 companies held in both funds

AGG weight AGGY weight
Shared companyAGG AGGY
United States Treasury
0.28%
0.31%
United States Treasury T
0.28%
0.35%
United States Treasury T
0.27%
0.61%
United States Treasury T
0.36%
0.25%
United States Treasury T
0.25%
0.29%
United States Treasury T
0.31%
0.25%
United States Treasury T
0.23%
0.39%
United States Treasury T
0.23%
0.23%
United States Treasury T
0.26%
0.22%
United States Treasury T
0.22%
0.23%
United States Treasury T
0.33%
0.22%
United States Treasury T
0.30%
0.22%
United States Treasury Note/Bond T
0.31%
0.22%
United States Treasury T
0.22%
0.30%
United States Treasury T
0.22%
0.23%
United States Treasury T
0.21%
0.34%
United States Treasury T
0.30%
0.21%
United States Treasury T
0.21%
0.32%
United States Treasury TNOTE
0.21%
0.31%
United States Treasury T
0.21%
0.43%
United States Treasury T
0.21%
0.24%
United States Treasury T
0.20%
0.51%
United States Treasury T
0.20%
0.34%
United States Treasury T
0.20%
0.23%
United States Treasury
0.19%
0.22%

AGG and AGGY questions

Based on the holdings compared above

How much do AGG and AGGY overlap?

AGG and AGGY overlap by 22.9% by weight, across 1,694 shared companies.

Which companies do AGG and AGGY both hold?

The largest companies held in both funds are United States Treasury, United States Treasury, United States Treasury, United States Treasury, United States Treasury.

Can I hold both AGG and AGGY?

Holding both means 22.9% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.

Is AGG or AGGY cheaper?

AGG has a 0.03% expense ratio and AGGY has 0.12%.

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