(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

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
What is the price of SHAG stocks?
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%.
Is WisdomTree Yield Enhanced a good stock to buy?
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%.
Is SHAG a buy, sell or hold?
WisdomTree Yield Enhanced has no consensus analysts rating.
What are the forecast for SHAG stock price target?
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%