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ETF comparison

AGGY vs BIV

Both US Aggregate Bond.

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · Vanguard Intermediate-Term Bond Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
9.0 %

382 positions appear in both funds. Buying equal dollars of AGGY and BIV would leave roughly 9.0% of each dollar exposed to the same underlying securities.

AGGY unmatched 89.7% Shared 9.0% BIV unmatched 89.8%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In AGGY only
1,757 positions
Shared
382 positions
In BIV only
1,973 positions

Side by side

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

WisdomTree · US Aggregate Bond

74 composite / 100
Expense ratio
0.12%
Net assets
$893.4M
TTM yield
4.76%
Top-10 conc.
8.1%
BIV

Vanguard Intermediate-Term Bond Index Fund ETF Shares

Vanguard · US Aggregate Bond

87 composite / 100
Expense ratio
0.030%
Net assets
$50.44B
whole fund, 5 share classes
TTM yield
4.46%
Top-10 conc.
20.9%

Sub-score comparison

88
Cost
97
51
Tax efficiency
52
54
Liquidity
100
100
Concentration
84
—
Tracking quality
—
AGGY sub-score BIV

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

BIV is 9 bps cheaper than AGGY. On a $100,000 position that's about $90/yr more in fees for AGGY.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with AGGY vs BIV.

Top shared holdings

382 shared in total
# Holding In AGGY In BIV Overlap
1 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.25% 1.63% 0.25%
2 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.19% 1.65% 0.19%
3 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.17% 2.10% 0.17%
4 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.17% 0.74% 0.17%
5 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.17% 1.14% 0.17%
6 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.17% 0.53% 0.17%
7 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.10% 2.08% 0.10%
8 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.10% 0.53% 0.10%
9 ORACLE CORP 0.10% 0.09% 0.09%
10 MORGAN STANLEY 0.09% 0.13% 0.09%
11 WELLS FARGO & COMPANY 0.08% 0.09% 0.08%
12 GOLDMAN SACHS GROUP INC (THE) 0.10% 0.08% 0.08%

Only in AGGY

1,757 total
  • TENNESSEE VALLEY AUTHORITY (TN) 1.26%
  • UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 1.10%
  • TENNESSEE VALLEY AUTHORITY (TN) 0.92%
  • TENNESSEE VALLEY AUTHORITY (TN) 0.88%
  • FEDERAL HOME LOAN BANKS 0.78%
  • FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.67%
  • UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.62%
  • UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.60%
  • UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.52%
  • UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.49%

Only in BIV

1,973 total
  • United States Treasury Note/Bond 2.14%
  • United States Treasury Note/Bond 2.14%
  • United States Treasury Note/Bond 2.13%
  • United States Treasury Note/Bond 2.10%
  • United States Treasury Note/Bond 2.08%
  • United States Treasury Note/Bond 2.04%
  • United States Treasury Note/Bond 1.94%
  • United States Treasury Note/Bond 1.84%
  • United States Treasury Note/Bond 1.70%
  • United States Treasury Note/Bond 1.65%

Percentages are holdings overlap with the named fund.

Open AGGY or BIV at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.