(SHAG) WisdomTree Yield Enhanced - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US97717Y8084 • Short-Term Bond
SHAG: Short-Term, Investment, Grade, Fixed Income Securities, Bonds
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (BATS:SHAG) is an exchange-traded fund (ETF) designed to provide exposure to short-term U.S. investment-grade fixed income securities while emphasizing yield enhancement within defined risk parameters. The fund typically allocates at least 80% of its total assets to securities that replicate the economic characteristics of its underlying index, which tracks the performance of short-duration U.S. investment-grade bonds. SHAG is classified as a non-diversified fund, allowing it to invest a significant portion of its assets in a smaller number of securities.
From a technical perspective, SHAG is currently trading above its 20-day, 50-day, and 200-day simple moving averages (47.33, 47.10, and 46.53, respectively), indicating a bullish trend. The average true range (ATR) of 0.09 reflects low price volatility, suggesting stability in recent trading. Based on these metrics, SHAG is expected to maintain its upward momentum over the next three months, with potential resistance near its recent high of 47.61. The funds assets under management (AUM) of $42.86M and average daily volume of 10,938 shares indicate moderate liquidity, which is likely to support price stability during this period.
Additional Sources for SHAG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SHAG ETF Overview
Market Cap in USD | 43m |
Category | Short-Term Bond |
TER | 0.12% |
IPO / Inception | 2017-05-18 |
SHAG ETF Ratings
Growth 5y | 23.5% |
Fundamental | - |
Dividend | 69.6% |
Rel. Strength Industry | 6.98 |
Analysts | - |
Fair Price Momentum | 46.33 USD |
Fair Price DCF | - |
SHAG Dividends
Dividend Yield 12m | 4.26% |
Yield on Cost 5y | 4.53% |
Annual Growth 5y | 12.01% |
Payout Consistency | 91.2% |
SHAG Growth Ratios
Growth Correlation 3m | 88.5% |
Growth Correlation 12m | 91.9% |
Growth Correlation 5y | -4.4% |
CAGR 5y | 1.44% |
CAGR/Max DD 5y | 0.15 |
Sharpe Ratio 12m | 0.10 |
Alpha | 1.09 |
Beta | 0.04 |
Volatility | 2.10% |
Current Volume | 15.2k |
Average Volume 20d | 4.7k |
As of March 13, 2025, the stock is trading at USD 47.57 with a total of 15,165 shares traded.
Over the past week, the price has changed by -0.04%, over one month by +1.16%, over three months by +1.42% and over the past year by +5.52%.
Neither. Based on ValueRay Analyses, WisdomTree Yield Enhanced is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 23.46 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SHAG as of March 2025 is 46.33. This means that SHAG is currently overvalued and has a potential downside of -2.61%.
WisdomTree Yield Enhanced has no consensus analysts rating.
According to ValueRays Forecast Model, SHAG WisdomTree Yield Enhanced will be worth about 50 in March 2026. The stock is currently trading at 47.57. This means that the stock has a potential upside of +5.19%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 50 | 5.2% |