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AGGY vs HLAL

Comparison between WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF) and WAHED FTSE USA SHARIAH ETF (HLAL, ETF).

5-Year PerformanceHLAL has outperformed AGGY, delivering a return of +13.9% compared to -0.5%

AGGY vs HLAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AGGY
$919M
HLAL
$914M
Expense Ratio
Winner
AGGY
0.12%
HLAL
0.50%
Max Drawdown
Winner
AGGY
25.66%
HLAL
33.57%
Sharpe Ratio
AGGY
-0.41
Winner
HLAL
1.57
5Y Beta
Winner
AGGY
0.09
HLAL
1.03
P/E Ratio
AGGY
N/A
HLAL
31.46
Forward P/E
AGGY
N/A
HLAL
21.86
PEG Ratio
AGGY
N/A
HLAL
0.44
5Y Dividends CAGR
Winner
AGGY
6.95%
HLAL
2.62%
5Y EPS CAGR
AGGY
N/A
HLAL
32.96%
Debt to Equity
AGGY
N/A
HLAL
49.99%
P/S Ratio
AGGY
N/A
HLAL
5.40
P/B Ratio
AGGY
N/A
HLAL
7.86

AGGY vs HLAL - Historical Returns

Returns include dividend reinvestment.

1M
AGGY
-0.22%
Winner
HLAL
+1.55%
3M
AGGY
-0.23%
Winner
HLAL
+2.58%
6M
AGGY
-1.97%
Winner
HLAL
+15.26%
1Y
AGGY
+2.28%
Winner
HLAL
+31.00%
5Y(CAGR)
AGGY
-0.46%
Winner
HLAL
+13.92%
10Y(CAGR)
AGGY
+1.37%
HLAL
N/A
Max(CAGR)
AGGY
+1.91%
Winner
HLAL
+17.16%

AGGY vs HLAL - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearAGGYHLAL
2026-0.41%+16.68%
2025+7.43%+19.23%
2024+2.28%+17.97%
2023+6.76%+31.61%
2022-14.68%-18.38%
2021-1.57%+30.00%
2020+5.67%+23.54%
2019+11.67%+10.97%
2018-1.38%N/A
2017+5.09%N/A
2016+4.40%N/A
2015-0.59%N/A

AGGY vs HLAL 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 HLAL was -33.57%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

The current AGGY drawdown is -3.24%. The current HLAL drawdown is -1.69%.

RankAGGYHLAL
#1-20.98%
Aug 6, 2020 - Oct 24, 2022
-33.57%
Feb 19, 2020 - Jul 22, 2020
#2-13.53%
Mar 6, 2020 - Jul 9, 2020
-23.18%
Jan 3, 2022 - Jul 13, 2023
#3-4.96%
Sep 7, 2016 - Jun 26, 2017
-21.67%
Dec 16, 2024 - Jul 23, 2025
#4-4.15%
Dec 15, 2017 - Feb 8, 2019
-10.20%
Jan 28, 2026 - Apr 15, 2026
#5-2.17%
Sep 4, 2019 - Jan 3, 2020
-10.00%
Sep 2, 2020 - Nov 16, 2020
#6-1.97%
Oct 27, 2015 - Feb 8, 2016
-9.86%
Jul 31, 2023 - Dec 1, 2023
#7-1.32%
Jun 26, 2017 - Jul 21, 2017
-9.28%
Jul 10, 2024 - Nov 7, 2024
#8-1.05%
Feb 11, 2016 - Mar 14, 2016
-7.55%
Jun 2, 2026 - Jul 29, 2026
#9-1.04%
May 11, 2016 - Jun 3, 2016
-7.12%
Jul 24, 2019 - Sep 12, 2019
#10-1.00%
Sep 7, 2017 - Dec 13, 2017
-7.05%
Feb 12, 2021 - Apr 5, 2021
#11-0.95%
Jul 3, 2019 - Aug 1, 2019
-5.63%
Sep 2, 2021 - Oct 25, 2021
#12-0.77%
Jul 29, 2016 - Aug 22, 2016
-5.26%
Apr 9, 2024 - May 14, 2024
#13-0.72%
Aug 24, 2015 - Oct 5, 2015
-5.19%
Oct 29, 2025 - Nov 28, 2025
#14-0.62%
Jul 9, 2015 - Aug 24, 2015
-4.43%
Jan 25, 2021 - Feb 12, 2021
#15-0.62%
Mar 28, 2019 - Apr 26, 2019
-4.29%
May 7, 2021 - Jun 24, 2021

Correlation

Correlation between AGGY and HLAL is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

0.09
-101

Dividend Comparison (2015 - 2026)

AGGY vs HLAL dividend yield comparison.

YearAGGYHLAL
20262.63%0.13%
20254.48%0.53%
20244.38%0.58%
20233.78%0.72%
20222.77%1.15%
20212.10%0.78%
20202.96%0.97%
20193.02%0.72%
20183.36%0.00%
20172.78%0.00%
20163.19%0.00%
20151.27%0.00%

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