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AGGY vs JETS

Comparison between WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF) and U.S. GLOBAL JETS ETF (JETS, ETF).

5-Year PerformanceJETS has outperformed AGGY, delivering a return of +2.6% compared to +0.0%

AGGY vs JETS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AGGY
$875M
JETS
$871M
Expense Ratio
Winner
AGGY
0.12%
JETS
0.60%
Max Drawdown
Winner
AGGY
25.66%
JETS
65.38%
Sharpe Ratio
AGGY
0.40
Winner
JETS
0.87
5Y Beta
Winner
AGGY
0.08
JETS
1.43
P/E Ratio
AGGY
N/A
JETS
37.28
Forward P/E
AGGY
N/A
JETS
16.65
PEG Ratio
AGGY
N/A
JETS
-0.68
5Y Dividends CAGR
AGGY
6.54%
JETS
N/A
Debt to Equity
AGGY
N/A
JETS
-21.88%
P/S Ratio
AGGY
N/A
JETS
0.42
P/B Ratio
AGGY
N/A
JETS
2.88

AGGY vs JETS - Historical Returns

Returns include dividend reinvestment.

1M
AGGY
+0.64%
Winner
JETS
+12.41%
3M
AGGY
+0.91%
Winner
JETS
+21.92%
6M
AGGY
+1.13%
Winner
JETS
+5.27%
1Y
AGGY
+4.97%
Winner
JETS
+32.79%
5Y(CAGR)
AGGY
+0.03%
Winner
JETS
+2.62%
10Y(CAGR)
AGGY
+1.73%
Winner
JETS
+3.33%
Max(CAGR)
AGGY
+2.06%
Winner
JETS
+2.28%

AGGY vs JETS - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearAGGYJETS
2026+0.81%+4.38%
2025+7.43%+12.75%
2024+2.28%+35.27%
2023+6.76%+12.14%
2022-14.68%-21.54%
2021-1.57%-1.67%
2020+5.67%-29.71%
2019+11.67%+13.68%
2018-1.38%-15.57%
2017+5.09%+18.44%
2016+4.40%+16.35%
2015-0.59%+3.20%

AGGY vs JETS 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 JETS was -64.93%, occurring on May 15, 2020. This drawdown has not yet recovered.

The current AGGY drawdown is -2.06%. The current JETS drawdown is -12.37%.

RankAGGYJETS
#1-20.98%
Aug 6, 2020 - Oct 24, 2022
-64.93%
Jan 12, 2018 - May 15, 2020
#2-13.53%
Mar 6, 2020 - Jul 9, 2020
-24.71%
Dec 7, 2015 - Nov 15, 2016
#3-4.96%
Sep 7, 2016 - Jun 26, 2017
-14.24%
Jul 12, 2017 - Dec 18, 2017
#4-4.15%
Dec 15, 2017 - Feb 8, 2019
-11.91%
May 11, 2015 - Aug 17, 2015
#5-2.17%
Sep 4, 2019 - Jan 3, 2020
-11.72%
Aug 17, 2015 - Oct 22, 2015
#6-1.97%
Oct 27, 2015 - Feb 8, 2016
-7.80%
Mar 1, 2017 - May 5, 2017
#7-1.32%
Jun 26, 2017 - Jul 21, 2017
-5.32%
Nov 6, 2015 - Dec 7, 2015
#8-1.05%
Feb 11, 2016 - Mar 14, 2016
-4.73%
Jan 26, 2017 - Feb 15, 2017
#9-1.04%
May 11, 2016 - Jun 3, 2016
-3.58%
May 1, 2015 - May 11, 2015
#10-1.00%
Sep 7, 2017 - Dec 13, 2017
-3.32%
Dec 21, 2016 - Jan 26, 2017
#11-0.95%
Jul 3, 2019 - Aug 1, 2019
-3.05%
May 16, 2017 - May 24, 2017
#12-0.77%
Jul 29, 2016 - Aug 22, 2016
-2.56%
Dec 9, 2016 - Dec 20, 2016
#13-0.72%
Aug 24, 2015 - Oct 5, 2015
-2.42%
Jan 2, 2018 - Jan 11, 2018
#14-0.62%
Jul 9, 2015 - Aug 24, 2015
-2.08%
Oct 26, 2015 - Nov 6, 2015
#15-0.62%
Mar 28, 2019 - Apr 26, 2019
-2.05%
Jun 7, 2017 - Jul 3, 2017

Correlation

Correlation between AGGY and JETS 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 JETS dividend yield comparison.

YearAGGYJETS
20261.85%0.00%
20254.48%0.83%
20244.38%0.00%
20233.78%0.00%
20222.77%0.00%
20212.10%0.67%
20202.96%0.04%
20193.02%1.24%
20183.36%0.09%
20172.78%1.57%
20163.19%0.58%
20151.27%0.17%

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