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AGGY vs PFEB

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

5-Year PerformancePFEB has outperformed AGGY, delivering a return of +8.9% compared to -0.5%

AGGY vs PFEB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AGGY
$919M
PFEB
$917M
Expense Ratio
Winner
AGGY
0.12%
PFEB
0.79%
Max Drawdown
AGGY
25.66%
Winner
PFEB
19.98%
Sharpe Ratio
AGGY
-0.41
Winner
PFEB
1.44
5Y Beta
Winner
AGGY
0.09
PFEB
0.46
5Y Dividends CAGR
AGGY
6.95%
PFEB
N/A

AGGY vs PFEB - Historical Returns

Returns include dividend reinvestment.

1M
AGGY
-0.22%
Winner
PFEB
+1.28%
3M
AGGY
-0.23%
Winner
PFEB
+2.57%
6M
AGGY
-1.97%
Winner
PFEB
+6.39%
1Y
AGGY
+2.28%
Winner
PFEB
+13.24%
5Y(CAGR)
AGGY
-0.46%
Winner
PFEB
+8.90%
10Y(CAGR)
AGGY
+1.37%
PFEB
N/A
Max(CAGR)
AGGY
+1.91%
Winner
PFEB
+9.17%

AGGY vs PFEB - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearAGGYPFEB
2026-0.41%+7.43%
2025+7.43%+10.59%
2024+2.28%+12.81%
2023+6.76%+15.06%
2022-14.68%-2.79%
2021-1.57%+11.54%
2020+5.67%+6.24%
2019+11.67%N/A
2018-1.38%N/A
2017+5.09%N/A
2016+4.40%N/A
2015-0.59%N/A

AGGY vs PFEB 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 PFEB was -19.98%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.

The current AGGY drawdown is -3.24%. The current PFEB drawdown is -0.31%.

RankAGGYPFEB
#1-20.98%
Aug 6, 2020 - Oct 24, 2022
-19.98%
Feb 19, 2020 - Aug 10, 2020
#2-13.53%
Mar 6, 2020 - Jul 9, 2020
-11.05%
Mar 29, 2022 - May 18, 2023
#3-4.96%
Sep 7, 2016 - Jun 26, 2017
-10.58%
Feb 18, 2025 - Jun 10, 2025
#4-4.15%
Dec 15, 2017 - Feb 8, 2019
-5.18%
Sep 14, 2023 - Nov 14, 2023
#5-2.17%
Sep 4, 2019 - Jan 3, 2020
-4.87%
Feb 2, 2022 - Mar 29, 2022
#6-1.97%
Oct 27, 2015 - Feb 8, 2016
-4.71%
Feb 2, 2026 - Apr 14, 2026
#7-1.32%
Jun 26, 2017 - Jul 21, 2017
-3.49%
Jul 16, 2024 - Aug 16, 2024
#8-1.05%
Feb 11, 2016 - Mar 14, 2016
-3.22%
Oct 12, 2020 - Nov 6, 2020
#9-1.04%
May 11, 2016 - Jun 3, 2016
-2.20%
Mar 28, 2024 - May 7, 2024
#10-1.00%
Sep 7, 2017 - Dec 13, 2017
-2.16%
Aug 28, 2020 - Oct 8, 2020
#11-0.95%
Jul 3, 2019 - Aug 1, 2019
-2.02%
Jul 31, 2023 - Sep 14, 2023
#12-0.77%
Jul 29, 2016 - Aug 22, 2016
-1.92%
Feb 24, 2021 - Mar 11, 2021
#13-0.72%
Aug 24, 2015 - Oct 5, 2015
-1.84%
May 7, 2021 - May 24, 2021
#14-0.62%
Jul 9, 2015 - Aug 24, 2015
-1.67%
Nov 12, 2025 - Nov 26, 2025
#15-0.62%
Mar 28, 2019 - Apr 26, 2019
-1.62%
Jun 4, 2026 - Jul 6, 2026

Correlation

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

0.12
-101

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