AGGY vs EZM
Comparison between WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).
5-Year PerformanceEZM has outperformed AGGY, delivering a return of +7.8% compared to +0.1%
AGGY vs EZM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AGGY vs EZM - Historical Returns
Returns include dividend reinvestment.
AGGY vs EZM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | AGGY | EZM |
|---|---|---|
| 2026 | +0.25% | +8.69% |
| 2025 | +7.43% | +9.06% |
| 2024 | +2.28% | +10.82% |
| 2023 | +6.76% | +20.20% |
| 2022 | -14.68% | -12.73% |
| 2021 | -1.57% | +33.04% |
| 2020 | +5.67% | +5.41% |
| 2019 | +11.67% | +23.94% |
| 2018 | -1.38% | -13.00% |
| 2017 | +5.09% | +16.60% |
| 2016 | +4.40% | +21.22% |
| 2015 | -0.59% | -4.54% |
| 2014 | N/A | +9.77% |
| 2013 | N/A | +36.84% |
| 2012 | N/A | +16.52% |
| 2011 | N/A | +0.01% |
| 2010 | N/A | +24.31% |
| 2009 | N/A | +46.06% |
| 2008 | N/A | -34.76% |
| 2007 | N/A | -6.95% |
AGGY vs EZM 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 EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The current AGGY drawdown is -2.61%. The current EZM drawdown is -1.53%.
| Rank | AGGY | EZM |
|---|---|---|
| #1 | -20.98% Aug 6, 2020 - Oct 24, 2022 | -59.57% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -13.53% Mar 6, 2020 - Jul 9, 2020 | -47.26% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -4.96% Sep 7, 2016 - Jun 26, 2017 | -25.67% Jul 7, 2011 - Feb 3, 2012 |
| #4 | -4.15% Dec 15, 2017 - Feb 8, 2019 | -23.53% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -2.17% Sep 4, 2019 - Jan 3, 2020 | -23.14% Aug 29, 2018 - Nov 27, 2019 |
| #6 | -1.97% Oct 27, 2015 - Feb 8, 2016 | -22.42% Jan 4, 2022 - Dec 14, 2023 |
| #7 | -1.32% Jun 26, 2017 - Jul 21, 2017 | -21.08% Jun 23, 2015 - Aug 23, 2016 |
| #8 | -1.05% Feb 11, 2016 - Mar 14, 2016 | -14.98% Mar 19, 2012 - Sep 14, 2012 |
| #9 | -1.04% May 11, 2016 - Jun 3, 2016 | -11.29% Jul 3, 2014 - Nov 24, 2014 |
| #10 | -1.00% Sep 7, 2017 - Dec 13, 2017 | -9.53% Jan 26, 2018 - Jul 19, 2018 |
| #11 | -0.95% Jul 3, 2019 - Aug 1, 2019 | -8.78% Jul 31, 2024 - Sep 30, 2024 |
| #12 | -0.77% Jul 29, 2016 - Aug 22, 2016 | -8.70% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -0.72% Aug 24, 2015 - Oct 5, 2015 | -8.33% May 7, 2021 - Oct 14, 2021 |
| #14 | -0.62% Jul 9, 2015 - Aug 24, 2015 | -7.83% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -0.62% Mar 28, 2019 - Apr 26, 2019 | -7.73% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between AGGY and EZM is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
AGGY vs EZM dividend yield comparison.
| Year | AGGY | EZM |
|---|---|---|
| 2026 | 1.86% | 0.25% |
| 2025 | 4.48% | 1.39% |
| 2024 | 4.38% | 1.22% |
| 2023 | 3.78% | 1.25% |
| 2022 | 2.77% | 1.57% |
| 2021 | 2.10% | 1.08% |
| 2020 | 2.96% | 1.67% |
| 2019 | 3.02% | 1.34% |
| 2018 | 3.36% | 1.57% |
| 2017 | 2.78% | 1.14% |
| 2016 | 3.19% | 1.55% |
| 2015 | 1.27% | 1.30% |
| 2014 | 0.00% | 1.16% |
| 2013 | 0.00% | 0.99% |
| 2012 | 0.00% | 1.73% |
| 2011 | 0.00% | 0.99% |
| 2010 | 0.00% | 1.40% |
| 2009 | 0.00% | 1.04% |
| 2008 | 0.00% | 2.30% |
| 2007 | 0.00% | 0.93% |
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