AGD vs IWLG
Comparison between abrdn Global Dynamic Dividend Fund (AGD, ETF) and NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF).
AGD vs IWLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AGD
$317M
IWLG
$316M
Expense Ratio
AGD
N/A
IWLG
0.50%
Max Drawdown
AGD
88.29%
Winner
IWLG
23.65%
Sharpe Ratio
Winner
AGD
1.24
IWLG
0.53
5Y Beta
Winner
AGD
0.70
IWLG
1.23
P/E Ratio
AGD
N/A
IWLG
39.43
Forward P/E
AGD
N/A
IWLG
29.49
PEG Ratio
AGD
N/A
IWLG
0.55
5Y Dividends CAGR
AGD
13.82%
IWLG
N/A
5Y EPS CAGR
AGD
N/A
IWLG
36.16%
Debt to Equity
AGD
N/A
IWLG
27.34%
P/S Ratio
AGD
N/A
IWLG
6.09
P/B Ratio
AGD
N/A
IWLG
12.42
AGD vs IWLG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGD
+0.96%
IWLG
+0.88%
3M
AGD
+6.45%
Winner
IWLG
+8.04%
6M
Winner
AGD
+17.55%
IWLG
+0.17%
1Y
Winner
AGD
+35.74%
IWLG
+12.11%
5Y(CAGR)
AGD
+10.33%
IWLG
N/A
10Y(CAGR)
AGD
+13.12%
IWLG
N/A
Max(CAGR)
AGD
+4.67%
Winner
IWLG
+21.94%
AGD vs IWLG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AGD | IWLG |
|---|---|---|
| 2026 | +12.25% | +1.82% |
| 2025 | +33.99% | +14.91% |
| 2024 | +16.99% | +33.88% |
| 2023 | +7.01% | +43.98% |
| 2022 | -15.93% | -0.01% |
| 2021 | +25.32% | N/A |
| 2020 | +9.35% | N/A |
| 2019 | +31.56% | N/A |
| 2018 | -15.45% | N/A |
| 2017 | +29.62% | N/A |
| 2016 | +10.30% | N/A |
| 2015 | -2.57% | N/A |
| 2014 | +5.57% | N/A |
| 2013 | +2.55% | N/A |
| 2012 | +13.73% | N/A |
| 2011 | -22.93% | N/A |
| 2010 | -17.13% | N/A |
| 2009 | +56.50% | N/A |
| 2008 | -61.97% | N/A |
| 2007 | +10.39% | N/A |
| 2006 | +19.64% | N/A |
AGD vs IWLG Drawdown Comparison
The maximum drawdown for AGD was -76.23%, occurring on Mar 9, 2009. Recovery took 3450 trading sessions.
The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current AGD drawdown is -3.18%. The current IWLG drawdown is -5.34%.
| Rank | AGD | IWLG |
|---|---|---|
| #1 | -76.23% Jul 19, 2007 - Apr 1, 2021 | -23.19% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -28.14% Jan 14, 2022 - Jul 12, 2024 | -19.45% Oct 29, 2025 - May 29, 2026 |
| #3 | -20.25% Oct 7, 2025 - Mar 30, 2026 | -19.40% Aug 15, 2022 - May 15, 2023 |
| #4 | -14.97% Feb 19, 2025 - May 2, 2025 | -12.90% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -7.71% Feb 6, 2007 - Mar 30, 2007 | -10.69% Jul 18, 2023 - Nov 10, 2023 |
| #6 | -7.28% Sep 3, 2021 - Nov 16, 2021 | -7.05% Mar 22, 2024 - May 15, 2024 |
| #7 | -6.77% Jul 16, 2024 - Aug 14, 2024 | -5.42% Dec 16, 2024 - Jan 22, 2025 |
| #8 | -6.50% Sep 30, 2024 - Jan 21, 2025 | -5.34% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -5.84% May 4, 2007 - Jul 3, 2007 | -4.61% Jun 24, 2022 - Jul 20, 2022 |
| #10 | -5.41% Nov 16, 2021 - Jan 12, 2022 | -3.56% Jul 21, 2022 - Jul 27, 2022 |
| #11 | -4.98% Dec 28, 2006 - Jan 30, 2007 | -3.41% Oct 29, 2024 - Nov 6, 2024 |
| #12 | -4.49% Jun 9, 2021 - Aug 9, 2021 | -3.36% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -3.85% Aug 23, 2006 - Oct 17, 2006 | -3.27% Dec 28, 2023 - Jan 10, 2024 |
| #14 | -3.49% Jul 25, 2025 - Aug 12, 2025 | -2.94% Nov 13, 2024 - Dec 3, 2024 |
| #15 | -3.01% Aug 30, 2024 - Sep 19, 2024 | -2.94% Sep 22, 2025 - Oct 8, 2025 |
Correlation
Correlation between AGD and IWLG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
AGD vs IWLG dividend yield comparison.
| Year | AGD | IWLG |
|---|---|---|
| 2026 | 4.83% | 0.00% |
| 2025 | 11.41% | 0.00% |
| 2024 | 10.46% | 1.34% |
| 2023 | 8.35% | 0.01% |
| 2022 | 8.25% | 0.05% |
| 2021 | 6.45% | 0.00% |
| 2020 | 7.47% | 0.00% |
| 2019 | 7.50% | 0.00% |
| 2018 | 9.17% | 0.00% |
| 2017 | 7.22% | 0.00% |
| 2016 | 8.89% | 0.00% |
| 2015 | 8.77% | 0.00% |
| 2014 | 7.80% | 0.00% |
| 2013 | 7.65% | 0.00% |
| 2012 | 14.36% | 0.00% |
| 2011 | 13.93% | 0.00% |
| 2010 | 15.88% | 0.00% |
| 2009 | 14.84% | 0.00% |
| 2008 | 28.85% | 0.00% |
| 2007 | 16.02% | 0.00% |
| 2006 | 3.81% | 0.00% |
Select Stocks to Compare
Popular: AGD vs SPYIWLG vs SPY
More Comparisons
Compare with similar stocks