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AGND WisdomTree Barclays US AggtBd NgtDur ETF

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Fund AGND WisdomTree Barclays US AggtBd NgtDur ETF AGZD WisdomTree Barclays US AggtBd Zr Dur ETF  
Similarity
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100% 89%
Annual Fees
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$28.62
(0.28% Exp. Ratio)
$23.51
(0.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$17,770.41 $18,039.66
Est. savings over 30 yrs +$269.26
Return
As of 11/30/16
1 YR RETURN 0.68%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.46%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to track the price and yield performance, before fees and expenses, of the Barclays Rate Hedged U.S. Aggregate Bond Index, Negative Five Duration. The index is designed to provide long exposure to the Barclays U.S. Aggregate Bond Index while seeking to manage interest rate risk through the use of short positions in U.S. Treasury securities. The fund employs a "passive management" - or indexing - investment approach designed to track the performance of the index. It is non-diversified.
The investment seeks track the price and yield performance, before fees and expenses, of the Barclays Rate Hedged U.S. Aggregate Bond Index, Zero Duration. The index is designed to provide long exposure to the Barclays U.S. Aggregate Bond Index while seeking to manage interest rate risk through the use of short positions in U.S. Treasury securities. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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