ETF comparison
AGGY vs NEAR
Both US Aggregate Bond.
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund · iShares Short Duration Bond Active ETF
Holdings overlap
24 positions appear in both funds. Buying equal dollars of AGGY and NEAR would leave roughly 2.0% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
AGGY is 13 bps cheaper than NEAR. On a $100,000 position that's about $130/yr more in fees for NEAR.
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 NEAR.
Top shared holdings
24 shared in total| # | Holding | In AGGY | In NEAR | Overlap |
|---|---|---|---|---|
| 1 | UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 0.52% | 3.32% | 0.52% |
| 2 | UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 0.36% | 0.70% | 0.36% |
| 3 | UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 0.50% | 0.31% | 0.31% |
| 4 | UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 0.22% | 2.83% | 0.22% |
| 5 | UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 0.12% | 1.30% | 0.12% |
| 6 | UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 0.11% | 3.76% | 0.11% |
| 7 | PACIFIC GAS & ELECTRIC COMPANY | 0.05% | 0.10% | 0.05% |
| 8 | BMO 2025-C11 MORTGAGE TRUST | 0.06% | 0.04% | 0.04% |
| 9 | CHENIERE ENERGY PARTNERS LP | 0.04% | 0.37% | 0.04% |
| 10 | BANK5 2024-5YR11 | 0.04% | 0.03% | 0.03% |
| 11 | T-MOBILE USA INC | 0.03% | 0.13% | 0.03% |
| 12 | SABINE PASS LIQUEFACTION LLC | 0.02% | 0.12% | 0.02% |
Only in AGGY
2,038 total- TENNESSEE VALLEY AUTHORITY (TN) 1.07%
- UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 1.06%
- TENNESSEE VALLEY AUTHORITY (TN) 0.84%
- FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.63%
- UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.58%
- UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.57%
- UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.49%
- UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.49%
- UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.47%
- UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 0.45%
Only in NEAR
1,800 total- United States Treasury 12.04%
- United States Treasury 1.83%
- United States Treasury 1.42%
- United States Treasury 1.08%
- United States Treasury 0.47%
- ECMC Group Student Loan Trust 0.44%
- CITIGROUP INC 0.43%
- APPLOVIN CORP 0.41%
- VIPER ENERGY PARTNERS LL 0.41%
- PACIFIC GAS & ELECTRIC 0.40%
Related comparisons
More comparisons with AGGY
- AGGY vs MBB · iShares MBS ETF 1.6%
- AGGY vs BOND · PIMCO Active Bond Exchange-Traded Fund 1.5%
- AGGY vs SPMB · State Street SPDR Portfolio Mortgage Backed Bond Index ETF 1.1%
- AGGY vs VUSB · Vanguard Ultra-Short Bond ETF 0.9%
- AGGY vs PYLD · PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 0.8%
- AGGY vs PULS · PGIM Ultra Short Bond ETF 0.6%
More comparisons with NEAR
- NEAR vs PULS · PGIM Ultra Short Bond ETF 1.9%
- NEAR vs BOND · PIMCO Active Bond Exchange-Traded Fund 1.5%
- NEAR vs GOVT · iShares U.S. Treasury Bond ETF 1.5%
- NEAR vs ICSH · iShares Ultra Short Duration Bond Active ETF 1.4%
- NEAR vs CGCP · Capital Group Core Plus Income ETF 1.1%
- NEAR vs PAAA · PGIM AAA CLO ETF 0.7%
Percentages are holdings overlap with the named fund.
Open AGGY or NEAR 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.