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ETF comparison

AGGY vs CGCP

Both US Aggregate Bond.

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · Capital Group Core Plus Income ETF

Holdings overlap

Weighted by ISIN/CUSIP
4.4 %

114 positions appear in both funds. Buying equal dollars of AGGY and CGCP would leave roughly 4.4% of each dollar exposed to the same underlying securities.

AGGY unmatched 94.4% Shared 4.4% CGCP unmatched 95.1%

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
2,025 positions
Shared
114 positions
In CGCP only
1,345 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%
CGCP

Capital Group Core Plus Income ETF

Capital Group · US Aggregate Bond

73 composite / 100
Expense ratio
0.34%
Net assets
$8.32B
TTM yield
5.25%
Top-10 conc.
20.5%

Sub-score comparison

88
Cost
66
51
Tax efficiency
50
54
Liquidity
97
100
Concentration
85
—
Tracking quality
—
AGGY sub-score CGCP

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

Cost difference

AGGY is 22 bps cheaper than CGCP. On a $100,000 position that's about $220/yr more in fees for CGCP.

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 CGCP.

Top shared holdings

114 shared in total
# Holding In AGGY In CGCP Overlap
1 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.23% 0.29% 0.23%
2 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.23% 1.58% 0.23%
3 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.22% 1.63% 0.22%
4 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.21% 3.27% 0.21%
5 PFIZER INVESTMENT ENTERPRISES PTE LTD 0.16% 0.15% 0.15%
6 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.13% 0.29% 0.13%
7 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.62% 0.12% 0.12%
8 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.11% 0.58% 0.11%
9 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.10% 0.34% 0.10%
10 ORACLE CORP 0.10% 0.22% 0.10%
11 GOLDMAN SACHS GROUP INC (THE) 0.09% 0.12% 0.09%
12 INTEL CORP 0.09% 0.13% 0.09%

Only in AGGY

2,025 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 0.60%
  • 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%

Only in CGCP

1,345 total
  • United States Treasury 4.35%
  • UMBS, TBA 2.01%
  • United States Treasury 1.59%
  • United States Treasury 1.48%
  • Fannie Mae 1.45%
  • UMBS, TBA 1.40%
  • UMBS, TBA 1.27%
  • United States Treasury 1.19%
  • Freddie Mac 1.04%
  • United States Treasury 0.85%

Related comparisons

More comparisons with AGGY

More comparisons with CGCP

Percentages are holdings overlap with the named fund.

Open AGGY or CGCP at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.