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ETF comparison

AGGY vs BLV

Both US Aggregate Bond.

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

Holdings overlap

Weighted by ISIN/CUSIP
14.3 %

775 positions appear in both funds. Buying equal dollars of AGGY and BLV would leave roughly 14.3% of each dollar exposed to the same underlying securities.

AGGY unmatched 84.5% Shared 14.3% BLV unmatched 84.5%

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
1,364 positions
Shared
775 positions
In BLV only
2,208 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%
BLV

Vanguard Long-Term Bond Index Fund ETF Shares

Vanguard · US Aggregate Bond

87 composite / 100
Expense ratio
0.030%
Net assets
$7.79B
whole fund, 4 share classes
TTM yield
5.08%
Top-10 conc.
11.0%

Sub-score comparison

88
Cost
97
51
Tax efficiency
50
54
Liquidity
95
100
Concentration
99
—
Tracking quality
—
AGGY sub-score BLV

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

Cost difference

BLV 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 BLV.

Top shared holdings

775 shared in total
# Holding In AGGY In BLV Overlap
1 ANHEUSER-BUSCH COMPANIES LLC 0.19% 0.16% 0.16%
2 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.11% 0.97% 0.11%
3 PFIZER INVESTMENT ENTERPRISES PTE LTD 0.16% 0.10% 0.10%
4 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.10% 1.13% 0.10%
5 CVS HEALTH CORP 0.09% 0.13% 0.09%
6 AT&T INC 0.09% 0.09% 0.09%
7 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.08% 1.14% 0.08%
8 AMGEN INC 0.08% 0.08% 0.08%
9 AT&T INC 0.08% 0.08% 0.08%
10 UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO 0.12% 0.08% 0.08%
11 BANK OF AMERICA CORP 0.07% 0.10% 0.07%
12 GOLDMAN SACHS GROUP INC (THE) 0.07% 0.12% 0.07%

Only in AGGY

1,364 total
  • UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 1.10%
  • 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%
  • UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.44%
  • UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.44%
  • TENNESSEE VALLEY AUTHORITY (TN) 0.43%
  • UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.40%
  • UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.40%

Only in BLV

2,208 total
  • United States Treasury Note/Bond 1.17%
  • United States Treasury Note/Bond 0.96%
  • United States Treasury Note/Bond 0.86%
  • United States Treasury Note/Bond 0.84%
  • United States Treasury Note/Bond 0.80%
  • United States Treasury Note/Bond 0.79%
  • United States Treasury Note/Bond 0.75%
  • United States Treasury Note/Bond 0.74%
  • United States Treasury Note/Bond 0.73%
  • United States Treasury Note/Bond 0.72%

Percentages are holdings overlap with the named fund.

Open AGGY or BLV 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.