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AGGY vs STK

Comparison between WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF) and Columbia Seligman Premium Technology Growth Fund Inc (STK, ETF).

5-Year PerformanceSTK has outperformed AGGY, delivering a return of +19.1% compared to +0.1%

AGGY vs STK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AGGY
$886M
Winner
STK
$889M
Expense Ratio
AGGY
0.12%
STK
N/A
Max Drawdown
Winner
AGGY
25.66%
STK
42.81%
Sharpe Ratio
AGGY
0.31
Winner
STK
2.57
5Y Beta
Winner
AGGY
0.08
STK
1.21
5Y Dividends CAGR
AGGY
6.54%
Winner
STK
11.43%

AGGY vs STK - Historical Returns

Returns include dividend reinvestment.

1M
AGGY
-0.05%
Winner
STK
+1.59%
3M
AGGY
-0.80%
Winner
STK
+30.80%
6M
AGGY
+0.30%
Winner
STK
+37.43%
1Y
AGGY
+5.17%
Winner
STK
+89.43%
5Y(CAGR)
AGGY
+0.07%
Winner
STK
+19.09%
10Y(CAGR)
AGGY
+1.70%
Winner
STK
+23.24%
Max(CAGR)
AGGY
+2.01%
Winner
STK
+17.14%

AGGY vs STK - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearAGGYSTK
2026+0.25%+40.09%
2025+7.43%+24.13%
2024+2.28%+22.56%
2023+6.76%+47.44%
2022-14.68%-31.22%
2021-1.57%+50.64%
2020+5.67%+23.79%
2019+11.67%+50.23%
2018-1.38%-15.95%
2017+5.09%+35.18%
2016+4.40%+18.99%
2015-0.59%+3.93%
2014N/A+48.11%
2013N/A+8.83%
2012N/A+1.77%
2011N/A-10.70%
2010N/A+5.37%
2009N/A-0.05%

AGGY vs STK 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 STK was -41.74%, occurring on Mar 18, 2020. Recovery took 187 trading sessions.

The current AGGY drawdown is -2.61%. The current STK drawdown is -11.56%.

RankAGGYSTK
#1-20.98%
Aug 6, 2020 - Oct 24, 2022
-41.74%
Feb 13, 2020 - Nov 9, 2020
#2-13.53%
Mar 6, 2020 - Jul 9, 2020
-36.30%
Nov 16, 2021 - Dec 28, 2023
#3-4.96%
Sep 7, 2016 - Jun 26, 2017
-29.38%
Mar 12, 2018 - Apr 12, 2019
#4-4.15%
Dec 15, 2017 - Feb 8, 2019
-26.59%
Jan 23, 2025 - Sep 8, 2025
#5-2.17%
Sep 4, 2019 - Jan 3, 2020
-25.38%
Feb 17, 2011 - Mar 16, 2012
#6-1.97%
Oct 27, 2015 - Feb 8, 2016
-24.65%
Mar 30, 2012 - Feb 7, 2014
#7-1.32%
Jun 26, 2017 - Jul 21, 2017
-22.71%
Jun 22, 2015 - Nov 10, 2015
#8-1.05%
Feb 11, 2016 - Mar 14, 2016
-22.27%
Nov 10, 2015 - Jul 27, 2016
#9-1.04%
May 11, 2016 - Jun 3, 2016
-15.58%
Dec 18, 2009 - Nov 9, 2010
#10-1.00%
Sep 7, 2017 - Dec 13, 2017
-14.71%
Sep 18, 2014 - Nov 11, 2014
#11-0.95%
Jul 3, 2019 - Aug 1, 2019
-13.95%
Jul 10, 2024 - Oct 14, 2024
#12-0.77%
Jul 29, 2016 - Aug 22, 2016
-13.27%
Jan 12, 2018 - Mar 8, 2018
#13-0.72%
Aug 24, 2015 - Oct 5, 2015
-12.81%
Nov 3, 2025 - Jan 6, 2026
#14-0.62%
Jul 9, 2015 - Aug 24, 2015
-12.75%
Mar 1, 2024 - Jun 13, 2024
#15-0.62%
Mar 28, 2019 - Apr 26, 2019
-12.36%
Feb 25, 2026 - Apr 9, 2026

Correlation

Correlation between AGGY and STK is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

Dividend Comparison (2010 - 2026)

AGGY vs STK dividend yield comparison.

YearAGGYSTK
20261.86%1.81%
20254.48%7.38%
20244.38%16.02%
20233.78%6.70%
20222.77%12.62%
20212.10%8.48%
20202.96%6.79%
20193.02%7.86%
20183.36%14.88%
20172.78%11.82%
20163.19%9.87%
20151.27%10.32%
20140.00%9.77%
20130.00%12.86%
20120.00%12.75%
20110.00%11.81%
20100.00%9.65%

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