AGGS vs CEFZ
Comparison between HARBOR DISCIPLINED BOND ETF (AGGS, ETF) and RIVERNORTH ACTIVE INCOME ETF (CEFZ, ETF).
AGGS vs CEFZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGGS
$39M
CEFZ
$39M
Expense Ratio
Winner
AGGS
0.35%
CEFZ
3.36%
Max Drawdown
Winner
AGGS
6.43%
CEFZ
93.56%
Sharpe Ratio
AGGS
0.32
Winner
CEFZ
0.80
5Y Beta
Winner
AGGS
0.05
CEFZ
0.64
AGGS vs CEFZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGGS
+0.22%
CEFZ
-0.65%
3M
AGGS
-0.93%
Winner
CEFZ
+3.75%
6M
AGGS
+0.27%
Winner
CEFZ
+3.99%
1Y
AGGS
+5.07%
Winner
CEFZ
+11.91%
5Y(CAGR)
AGGS
N/A
CEFZ
+15.43%
Max(CAGR)
Winner
AGGS
+5.54%
CEFZ
-5.62%
AGGS vs CEFZ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AGGS | CEFZ |
|---|---|---|
| 2026 | +0.12% | +3.74% |
| 2025 | +7.38% | +7.67% |
| 2024 | +4.20% | N/A |
| 2020 | N/A | -73.60% |
| 2019 | N/A | +5.16% |
AGGS vs CEFZ Drawdown Comparison
The maximum drawdown for AGGS was -4.66%, occurring on Jan 13, 2025. Recovery took 196 trading sessions.
The maximum drawdown for CEFZ was -93.40%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current AGGS drawdown is -1.72%. The current CEFZ drawdown is -38.35%.
| Rank | AGGS | CEFZ |
|---|---|---|
| #1 | -4.66% Sep 16, 2024 - Jun 30, 2025 | -93.40% Feb 19, 2020 - Mar 18, 2020 |
| #2 | -2.84% Feb 27, 2026 - May 19, 2026 | -3.84% Jan 22, 2020 - Feb 19, 2020 |
| #3 | -1.38% Jun 18, 2024 - Jul 11, 2024 | -1.49% Nov 4, 2019 - Nov 29, 2019 |
| #4 | -1.33% May 15, 2024 - Jun 4, 2024 | -1.11% Dec 26, 2019 - Jan 2, 2020 |
| #5 | -1.26% Jun 30, 2025 - Aug 1, 2025 | -0.64% Nov 29, 2019 - Dec 9, 2019 |
| #6 | -1.15% Aug 2, 2024 - Aug 20, 2024 | -0.56% Jan 17, 2020 - Jan 22, 2020 |
| #7 | -0.93% Jun 6, 2024 - Jun 13, 2024 | -0.34% Oct 25, 2019 - Nov 1, 2019 |
| #8 | -0.93% Oct 28, 2025 - Nov 26, 2025 | -0.17% Jan 2, 2020 - Jan 7, 2020 |
| #9 | -0.90% Jul 17, 2024 - Jul 31, 2024 | -0.10% Dec 12, 2019 - Dec 16, 2019 |
| #10 | -0.85% Nov 26, 2025 - Jan 14, 2026 | -0.07% Dec 20, 2019 - Dec 24, 2019 |
| #11 | -0.73% Aug 4, 2025 - Aug 28, 2025 | N/A |
| #12 | -0.68% Jan 14, 2026 - Feb 5, 2026 | N/A |
| #13 | -0.63% Sep 16, 2025 - Oct 2, 2025 | N/A |
| #14 | -0.47% Aug 23, 2024 - Sep 4, 2024 | N/A |
| #15 | -0.39% Aug 28, 2025 - Sep 3, 2025 | N/A |
Correlation
Correlation between AGGS and CEFZ is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2019 - 2026)
AGGS vs CEFZ dividend yield comparison.
| Year | AGGS | CEFZ |
|---|---|---|
| 2026 | 1.76% | 4.19% |
| 2025 | 5.43% | 4.17% |
| 2024 | 3.38% | 0.00% |
| 2020 | 0.00% | 15.17% |
| 2019 | 0.00% | 3.11% |
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