AGG vs UNIY: fund overlap

ETF comparisons  /  AGG vs UNIY

US aggregate bond comparison · AGG 2026-05-31 · UNIY 2025-11-30

AGG vs UNIY

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

Most company exposure is different between these funds.AGG has 9,180 companies outside the overlap; UNIY has 2,573.
AGGUS aggregate bond

iShares Core U.S. Aggregate Bond ETF

13,269holdings
0.03%annual fee
USmarket
ValuationNot available for this holdings date
AGG holdings and fund profile
UNIYbond

WisdomTree Voya Yield Enhanced USD Universal Bond Fund

6,667holdings
0.15%annual fee
USmarket
ValuationNot available for this holdings date
UNIY holdings and fund profile

Largest shared positions

4,086 companies held in both funds

AGG weight UNIY weight
Shared companyAGG UNIY
United States Treasury T
0.27%
0.61%
United States Treasury T
0.25%
0.72%
United States Treasury T
0.25%
1.73%
United States Treasury T
0.23%
0.21%
United States Treasury T
0.23%
0.20%
United States Treasury
0.28%
0.19%
United States Treasury T
0.21%
0.15%
United States Treasury T
0.38%
0.15%
United States Treasury T
0.15%
2.23%
United States Treasury T
0.14%
0.81%
United States Treasury T
0.14%
0.15%
United States Treasury T
0.14%
0.28%
United States Treasury T
0.14%
0.14%
Fannie Mae
0.13%
0.16%
United States Treasury
0.11%
0.22%
Government National Mortgage Association
0.11%
0.13%
United States Treasury T
0.30%
0.10%
United States Treasury
0.10%
0.20%
Fannie Mae
0.10%
0.14%
United States Treasury T
0.10%
0.50%
United States Treasury T
0.17%
0.10%
United States Treasury T
0.23%
0.09%
Government National Mortgage Association
0.14%
0.09%
United States Treasury T
0.21%
0.09%
United States Treasury T
0.12%
0.09%

AGG and UNIY questions

Based on the holdings compared above

How much do AGG and UNIY overlap?

AGG and UNIY overlap by 15.3% by weight, across 4086 shared companies.

Which companies do AGG and UNIY 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 UNIY?

Holding both means 15.3% 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 UNIY cheaper?

AGG has a 0.03% expense ratio and UNIY has 0.15%.

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