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AGGY vs IHAK

Comparison between WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF) and ISHARES CYBERSECURITY AND TECH ETF (IHAK, ETF).

5-Year PerformanceIHAK has outperformed AGGY, delivering a return of +7.2% compared to -0.4%

AGGY vs IHAK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AGGY
$952M
Winner
IHAK
$956M
Expense Ratio
Winner
AGGY
0.12%
IHAK
0.47%
Max Drawdown
Winner
AGGY
25.66%
IHAK
34.85%
Sharpe Ratio
AGGY
0.01
Winner
IHAK
0.64
5Y Beta
Winner
AGGY
0.08
IHAK
0.91
P/E Ratio
AGGY
N/A
IHAK
321.37
Forward P/E
AGGY
N/A
IHAK
24.41
PEG Ratio
AGGY
N/A
IHAK
0.95
5Y Dividends CAGR
Winner
AGGY
8.06%
IHAK
-22.53%
5Y EPS CAGR
AGGY
N/A
IHAK
8.71%
Debt to Equity
AGGY
N/A
IHAK
38.69%
P/S Ratio
AGGY
N/A
IHAK
3.19
P/B Ratio
AGGY
N/A
IHAK
5.90

AGGY vs IHAK - Historical Returns

Returns include dividend reinvestment.

1M
AGGY
-0.83%
Winner
IHAK
+13.85%
3M
AGGY
-0.87%
Winner
IHAK
+28.06%
6M
AGGY
-0.30%
Winner
IHAK
+29.21%
1Y
AGGY
+3.45%
Winner
IHAK
+17.47%
5Y(CAGR)
AGGY
-0.37%
Winner
IHAK
+7.18%
10Y(CAGR)
AGGY
+1.45%
IHAK
N/A
Max(CAGR)
AGGY
+1.95%
Winner
IHAK
+13.70%

AGGY vs IHAK - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearAGGYIHAK
2026-0.18%+30.01%
2025+7.43%-1.17%
2024+2.28%+10.32%
2023+6.76%+37.61%
2022-14.68%-25.49%
2021-1.57%+13.09%
2020+5.67%+48.97%
2019+11.67%+6.66%
2018-1.38%N/A
2017+5.09%N/A
2016+4.40%N/A
2015-0.59%N/A

AGGY vs IHAK 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 IHAK was -34.42%, occurring on Oct 14, 2022. Recovery took 565 trading sessions.

The current AGGY drawdown is -3.03%. The current IHAK drawdown is -5.71%.

RankAGGYIHAK
#1-20.98%
Aug 6, 2020 - Oct 24, 2022
-34.42%
Nov 9, 2021 - Feb 9, 2024
#2-13.53%
Mar 6, 2020 - Jul 9, 2020
-28.67%
Feb 19, 2020 - May 7, 2020
#3-4.96%
Sep 7, 2016 - Jun 26, 2017
-23.48%
Jul 9, 2025 - May 20, 2026
#4-4.15%
Dec 15, 2017 - Feb 8, 2019
-18.92%
Feb 18, 2025 - Jun 30, 2025
#5-2.17%
Sep 4, 2019 - Jan 3, 2020
-14.83%
Sep 2, 2020 - Dec 7, 2020
#6-1.97%
Oct 27, 2015 - Feb 8, 2016
-13.81%
Jan 27, 2021 - Jun 22, 2021
#7-1.32%
Jun 26, 2017 - Jul 21, 2017
-12.66%
Feb 9, 2024 - Oct 10, 2024
#8-1.05%
Feb 11, 2016 - Mar 14, 2016
-11.39%
Jun 1, 2026 - Jul 1, 2026
#9-1.04%
May 11, 2016 - Jun 3, 2016
-10.92%
Jul 26, 2019 - Nov 25, 2019
#10-1.00%
Sep 7, 2017 - Dec 13, 2017
-8.65%
Sep 3, 2021 - Oct 29, 2021
#11-0.95%
Jul 3, 2019 - Aug 1, 2019
-6.63%
Dec 4, 2024 - Feb 10, 2025
#12-0.77%
Jul 29, 2016 - Aug 22, 2016
-6.18%
Jun 1, 2020 - Jul 2, 2020
#13-0.72%
Aug 24, 2015 - Oct 5, 2015
-5.83%
Nov 11, 2024 - Dec 4, 2024
#14-0.62%
Jul 9, 2015 - Aug 24, 2015
-5.71%
Jul 14, 2026 - Jul 21, 2026
#15-0.62%
Mar 28, 2019 - Apr 26, 2019
-5.31%
Aug 5, 2020 - Aug 26, 2020

Correlation

Correlation between AGGY and IHAK is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16
-101

Dividend Comparison (2015 - 2026)

AGGY vs IHAK dividend yield comparison.

YearAGGYIHAK
20262.22%0.01%
20254.48%0.08%
20244.38%0.20%
20233.78%0.13%
20222.77%0.25%
20212.10%0.50%
20202.96%0.40%
20193.02%0.50%
20183.36%0.00%
20172.78%0.00%
20163.19%0.00%
20151.27%0.00%

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