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AGGY vs PAUG

Comparison between WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF) and Innovator U.S. Equity Power Buffer ETF - August (PAUG, ETF).

5-Year PerformancePAUG has outperformed AGGY, delivering a return of +9.1% compared to +0.1%

AGGY vs PAUG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AGGY
$886M
PAUG
$885M
Expense Ratio
Winner
AGGY
0.12%
PAUG
0.79%
Max Drawdown
AGGY
25.66%
Winner
PAUG
17.88%
Sharpe Ratio
AGGY
0.31
Winner
PAUG
1.84
5Y Beta
Winner
AGGY
0.08
PAUG
0.49
5Y Dividends CAGR
AGGY
6.54%
PAUG
N/A

AGGY vs PAUG - Historical Returns

Returns include dividend reinvestment.

1M
AGGY
-0.05%
Winner
PAUG
+1.00%
3M
AGGY
-0.80%
Winner
PAUG
+4.07%
6M
AGGY
+0.30%
Winner
PAUG
+5.04%
1Y
AGGY
+5.17%
Winner
PAUG
+14.91%
5Y(CAGR)
AGGY
+0.07%
Winner
PAUG
+9.09%
10Y(CAGR)
AGGY
+1.70%
PAUG
N/A
Max(CAGR)
AGGY
+2.01%
Winner
PAUG
+9.24%

AGGY vs PAUG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearAGGYPAUG
2026+0.25%+4.45%
2025+7.43%+12.48%
2024+2.28%+15.89%
2023+6.76%+17.96%
2022-14.68%-6.96%
2021-1.57%+8.00%
2020+5.67%+9.32%
2019+11.67%+4.30%
2018-1.38%N/A
2017+5.09%N/A
2016+4.40%N/A
2015-0.59%N/A

AGGY vs PAUG 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 PAUG was -17.88%, occurring on Mar 16, 2020. Recovery took 101 trading sessions.

The current AGGY drawdown is -2.61%. The current PAUG drawdown is -0.42%.

RankAGGYPAUG
#1-20.98%
Aug 6, 2020 - Oct 24, 2022
-17.88%
Feb 20, 2020 - Jul 15, 2020
#2-13.53%
Mar 6, 2020 - Jul 9, 2020
-11.76%
Jan 4, 2022 - Jun 12, 2023
#3-4.96%
Sep 7, 2016 - Jun 26, 2017
-10.45%
Feb 19, 2025 - Jun 3, 2025
#4-4.15%
Dec 15, 2017 - Feb 8, 2019
-5.71%
Jul 31, 2023 - Nov 20, 2023
#5-2.17%
Sep 4, 2019 - Jan 3, 2020
-3.96%
Feb 25, 2026 - Apr 9, 2026
#6-1.97%
Oct 27, 2015 - Feb 8, 2016
-3.41%
Jul 30, 2024 - Aug 15, 2024
#7-1.32%
Jun 26, 2017 - Jul 21, 2017
-3.32%
Oct 12, 2020 - Nov 5, 2020
#8-1.05%
Feb 11, 2016 - Mar 14, 2016
-3.20%
Aug 28, 2020 - Oct 12, 2020
#9-1.04%
May 11, 2016 - Jun 3, 2016
-2.77%
Mar 28, 2024 - May 6, 2024
#10-1.00%
Sep 7, 2017 - Dec 13, 2017
-2.14%
Aug 30, 2024 - Sep 16, 2024
#11-0.95%
Jul 3, 2019 - Aug 1, 2019
-2.05%
Oct 27, 2025 - Nov 28, 2025
#12-0.77%
Jul 29, 2016 - Aug 22, 2016
-2.03%
Jun 15, 2023 - Jun 30, 2023
#13-0.72%
Aug 24, 2015 - Oct 5, 2015
-2.03%
Aug 1, 2019 - Sep 5, 2019
#14-0.62%
Jul 9, 2015 - Aug 24, 2015
-2.02%
Sep 20, 2019 - Oct 16, 2019
#15-0.62%
Mar 28, 2019 - Apr 26, 2019
-1.88%
Sep 3, 2021 - Oct 19, 2021

Correlation

Correlation between AGGY and PAUG is 0.12 which considered as a very weak or no correlation - the stocks move independently of each other.

0.12
-101

Dividend Comparison (2015 - 2026)

AGGY vs PAUG dividend yield comparison.

YearAGGYPAUG
20261.86%0.00%
20254.48%0.00%
20244.38%0.00%
20233.78%0.00%
20222.77%0.00%
20212.10%0.00%
20202.96%0.00%
20193.02%1.33%
20183.36%0.00%
20172.78%0.00%
20163.19%0.00%
20151.27%0.00%

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