AGGY vs AGG
Comparison between WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF) and ISHARES CORE U.S. AGGREGATE BOND ETF (AGG, ETF).
5-Year PerformanceAGGY has outperformed AGG, delivering a return of +0.1% compared to +0.0%
AGGY vs AGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AGGY vs AGG - Historical Returns
Returns include dividend reinvestment.
AGGY vs AGG - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | AGGY | AGG |
|---|---|---|
| 2026 | +0.25% | -0.05% |
| 2025 | +7.43% | +7.18% |
| 2024 | +2.28% | +1.79% |
| 2023 | +6.76% | +5.03% |
| 2022 | -14.68% | -12.43% |
| 2021 | -1.57% | -1.64% |
| 2020 | +5.67% | +7.18% |
| 2019 | +11.67% | +8.37% |
| 2018 | -1.38% | +0.24% |
| 2017 | +5.09% | +3.45% |
| 2016 | +4.40% | +2.45% |
| 2015 | -0.59% | +0.20% |
| 2014 | N/A | +5.93% |
| 2013 | N/A | -1.86% |
| 2012 | N/A | +3.96% |
| 2011 | N/A | +7.81% |
| 2010 | N/A | +6.24% |
| 2009 | N/A | +3.62% |
| 2008 | N/A | +7.39% |
| 2007 | N/A | +6.37% |
| 2006 | N/A | +3.84% |
| 2005 | N/A | +2.26% |
| 2004 | N/A | +4.38% |
| 2003 | N/A | +0.62% |
AGGY vs AGG Drawdown Comparison
The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The maximum drawdown for AGG was -18.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current AGGY drawdown is -2.61%. The current AGG drawdown is -2.48%.
| Rank | AGGY | AGG |
|---|---|---|
| #1 | -20.98% Aug 6, 2020 - Oct 24, 2022 | -18.44% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -13.53% Mar 6, 2020 - Jul 9, 2020 | -12.83% Sep 9, 2008 - Dec 15, 2008 |
| #3 | -4.96% Sep 7, 2016 - Jun 26, 2017 | -9.58% Mar 6, 2020 - May 21, 2020 |
| #4 | -4.15% Dec 15, 2017 - Feb 8, 2019 | -5.14% May 2, 2013 - May 14, 2014 |
| #5 | -2.17% Sep 4, 2019 - Jan 3, 2020 | -4.65% Mar 24, 2004 - Sep 14, 2004 |
| #6 | -1.97% Oct 27, 2015 - Feb 8, 2016 | -4.50% Jul 8, 2016 - Aug 31, 2017 |
| #7 | -1.32% Jun 26, 2017 - Jul 21, 2017 | -4.28% Jan 5, 2009 - Aug 13, 2009 |
| #8 | -1.05% Feb 11, 2016 - Mar 14, 2016 | -3.52% Nov 4, 2010 - May 9, 2011 |
| #9 | -1.04% May 11, 2016 - Jun 3, 2016 | -3.52% Sep 7, 2017 - Jan 3, 2019 |
| #10 | -1.00% Sep 7, 2017 - Dec 13, 2017 | -3.00% Mar 20, 2008 - Sep 8, 2008 |
| #11 | -0.95% Jul 3, 2019 - Aug 1, 2019 | -2.92% Jan 30, 2015 - Feb 8, 2016 |
| #12 | -0.77% Jul 29, 2016 - Aug 22, 2016 | -2.54% May 7, 2007 - Aug 17, 2007 |
| #13 | -0.72% Aug 24, 2015 - Oct 5, 2015 | -2.49% Feb 9, 2005 - May 18, 2005 |
| #14 | -0.62% Jul 9, 2015 - Aug 24, 2015 | -2.44% Sep 1, 2005 - Jan 18, 2006 |
| #15 | -0.62% Mar 28, 2019 - Apr 26, 2019 | -2.37% Jan 18, 2006 - Aug 4, 2006 |
Correlation
Correlation between AGGY and AGG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
AGGY vs AGG dividend yield comparison.
| Year | AGGY | AGG |
|---|---|---|
| 2026 | 1.86% | 1.67% |
| 2025 | 4.48% | 3.89% |
| 2024 | 4.38% | 3.74% |
| 2023 | 3.78% | 3.13% |
| 2022 | 2.77% | 2.39% |
| 2021 | 2.10% | 1.77% |
| 2020 | 2.96% | 2.14% |
| 2019 | 3.02% | 2.70% |
| 2018 | 3.36% | 2.72% |
| 2017 | 2.78% | 2.32% |
| 2016 | 3.19% | 2.39% |
| 2015 | 1.27% | 2.45% |
| 2014 | 0.00% | 2.40% |
| 2013 | 0.00% | 2.32% |
| 2012 | 0.00% | 2.95% |
| 2011 | 0.00% | 3.17% |
| 2010 | 0.00% | 3.73% |
| 2009 | 0.00% | 3.89% |
| 2008 | 0.00% | 4.49% |
| 2007 | 0.00% | 4.86% |
| 2006 | 0.00% | 4.69% |
| 2005 | 0.00% | 4.06% |
| 2004 | 0.00% | 3.45% |
| 2003 | 0.00% | 0.90% |
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