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AGGY vs PJUN

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

5-Year PerformancePJUN has outperformed AGGY, delivering a return of +6.8% compared to -0.4%

AGGY vs PJUN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AGGY
$952M
PJUN
$945M
Expense Ratio
Winner
AGGY
0.12%
PJUN
0.79%
Max Drawdown
AGGY
25.66%
Winner
PJUN
16.31%
Sharpe Ratio
AGGY
0.01
Winner
PJUN
0.86
5Y Beta
Winner
AGGY
0.08
PJUN
0.47
5Y Dividends CAGR
AGGY
8.06%
PJUN
N/A

AGGY vs PJUN - Historical Returns

Returns include dividend reinvestment.

1M
AGGY
-0.83%
Winner
PJUN
+0.46%
3M
AGGY
-0.87%
Winner
PJUN
+1.10%
6M
AGGY
-0.30%
Winner
PJUN
+2.97%
1Y
AGGY
+3.45%
Winner
PJUN
+8.37%
5Y(CAGR)
AGGY
-0.37%
Winner
PJUN
+6.85%
10Y(CAGR)
AGGY
+1.45%
PJUN
N/A
Max(CAGR)
AGGY
+1.95%
Winner
PJUN
+7.78%

AGGY vs PJUN - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearAGGYPJUN
2026-0.18%+3.44%
2025+7.43%+11.74%
2024+2.28%+12.64%
2023+6.76%+12.46%
2022-14.68%-7.79%
2021-1.57%+7.35%
2020+5.67%+10.13%
2019+11.67%+7.23%
2018-1.38%N/A
2017+5.09%N/A
2016+4.40%N/A
2015-0.59%N/A

AGGY vs PJUN 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 PJUN was -16.31%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

The current AGGY drawdown is -3.03%. The current PJUN drawdown is -0.41%.

RankAGGYPJUN
#1-20.98%
Aug 6, 2020 - Oct 24, 2022
-16.31%
Feb 18, 2020 - May 27, 2020
#2-13.53%
Mar 6, 2020 - Jul 9, 2020
-12.51%
Mar 29, 2022 - Nov 16, 2023
#3-4.96%
Sep 7, 2016 - Jun 26, 2017
-10.09%
Feb 19, 2025 - May 13, 2025
#4-4.15%
Dec 15, 2017 - Feb 8, 2019
-4.09%
Jul 16, 2024 - Aug 19, 2024
#5-2.17%
Sep 4, 2019 - Jan 3, 2020
-3.94%
Jun 8, 2020 - Jul 20, 2020
#6-1.97%
Oct 27, 2015 - Feb 8, 2016
-3.69%
Jan 4, 2022 - Mar 28, 2022
#7-1.32%
Jun 26, 2017 - Jul 21, 2017
-2.79%
Feb 25, 2026 - Apr 8, 2026
#8-1.05%
Feb 11, 2016 - Mar 14, 2016
-2.70%
Oct 12, 2020 - Nov 5, 2020
#9-1.04%
May 11, 2016 - Jun 3, 2016
-2.36%
Sep 2, 2020 - Oct 9, 2020
#10-1.00%
Sep 7, 2017 - Dec 13, 2017
-2.31%
Jul 26, 2019 - Oct 15, 2019
#11-0.95%
Jul 3, 2019 - Aug 1, 2019
-2.30%
Jun 2, 2026 - Jul 10, 2026
#12-0.77%
Jul 29, 2016 - Aug 22, 2016
-1.87%
Aug 30, 2024 - Sep 16, 2024
#13-0.72%
Aug 24, 2015 - Oct 5, 2015
-1.83%
Sep 3, 2021 - Oct 18, 2021
#14-0.62%
Jul 9, 2015 - Aug 24, 2015
-1.78%
May 19, 2025 - May 27, 2025
#15-0.62%
Mar 28, 2019 - Apr 26, 2019
-1.56%
Nov 8, 2021 - Dec 22, 2021

Correlation

Correlation between AGGY and PJUN is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

0.19
-101

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