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AGGY vs UFOX

Comparison between WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF) and Defiance Connective Technologies ETF (UFOX, ETF).

5-Year PerformanceUFOX has outperformed AGGY, delivering a return of +21.9% compared to +0.1%

AGGY vs UFOX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AGGY
$886M
UFOX
$883M
Expense Ratio
Winner
AGGY
0.12%
UFOX
0.30%
Max Drawdown
Winner
AGGY
25.66%
UFOX
34.97%
Sharpe Ratio
AGGY
0.31
Winner
UFOX
2.58
5Y Beta
Winner
AGGY
0.08
UFOX
1.43
P/E Ratio
AGGY
N/A
UFOX
80.23
Forward P/E
AGGY
N/A
UFOX
23.08
PEG Ratio
AGGY
N/A
UFOX
0.22
5Y Dividends CAGR
Winner
AGGY
6.54%
UFOX
5.86%
5Y EPS CAGR
AGGY
N/A
UFOX
19.78%
Debt to Equity
AGGY
N/A
UFOX
42.39%
P/S Ratio
AGGY
N/A
UFOX
4.84
P/B Ratio
AGGY
N/A
UFOX
7.47

AGGY vs UFOX - Historical Returns

Returns include dividend reinvestment.

1M
AGGY
-0.05%
Winner
UFOX
+9.82%
3M
AGGY
-0.80%
Winner
UFOX
+41.10%
6M
AGGY
+0.30%
Winner
UFOX
+44.30%
1Y
AGGY
+5.17%
Winner
UFOX
+100.83%
5Y(CAGR)
AGGY
+0.07%
Winner
UFOX
+21.92%
10Y(CAGR)
AGGY
+1.70%
UFOX
N/A
Max(CAGR)
AGGY
+2.01%
Winner
UFOX
+21.76%

AGGY vs UFOX - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearAGGYUFOX
2026+0.25%+47.21%
2025+7.43%+34.27%
2024+2.28%+36.84%
2023+6.76%+21.53%
2022-14.68%-27.96%
2021-1.57%+26.69%
2020+5.67%+28.09%
2019+11.67%+6.81%
2018-1.38%N/A
2017+5.09%N/A
2016+4.40%N/A
2015-0.59%N/A

AGGY vs UFOX 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 UFOX was -33.89%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.

The current AGGY drawdown is -2.61%. The current UFOX drawdown is -10.45%.

RankAGGYUFOX
#1-20.98%
Aug 6, 2020 - Oct 24, 2022
-33.89%
Dec 27, 2021 - Jun 12, 2024
#2-13.53%
Mar 6, 2020 - Jul 9, 2020
-29.50%
Jan 23, 2020 - Jun 3, 2020
#3-4.96%
Sep 7, 2016 - Jun 26, 2017
-28.14%
Jan 23, 2025 - Jun 24, 2025
#4-4.15%
Dec 15, 2017 - Feb 8, 2019
-15.76%
Jul 16, 2024 - Oct 9, 2024
#5-2.17%
Sep 4, 2019 - Jan 3, 2020
-15.31%
Apr 24, 2019 - Jan 2, 2020
#6-1.97%
Oct 27, 2015 - Feb 8, 2016
-11.04%
Oct 31, 2025 - Jan 28, 2026
#7-1.32%
Jun 26, 2017 - Jul 21, 2017
-10.55%
Feb 12, 2021 - Apr 23, 2021
#8-1.05%
Feb 11, 2016 - Mar 14, 2016
-10.45%
Jun 2, 2026 - Jun 5, 2026
#9-1.04%
May 11, 2016 - Jun 3, 2016
-9.50%
Sep 2, 2020 - Oct 12, 2020
#10-1.00%
Sep 7, 2017 - Dec 13, 2017
-8.84%
Mar 25, 2026 - Apr 2, 2026
#11-0.95%
Jul 3, 2019 - Aug 1, 2019
-7.30%
Sep 3, 2021 - Nov 2, 2021
#12-0.77%
Jul 29, 2016 - Aug 22, 2016
-7.25%
Apr 26, 2021 - Jun 4, 2021
#13-0.72%
Aug 24, 2015 - Oct 5, 2015
-7.01%
Jun 8, 2020 - Jul 6, 2020
#14-0.62%
Jul 9, 2015 - Aug 24, 2015
-6.65%
Oct 12, 2020 - Nov 5, 2020
#15-0.62%
Mar 28, 2019 - Apr 26, 2019
-5.84%
Dec 16, 2024 - Jan 21, 2025

Correlation

Correlation between AGGY and UFOX is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31
-101

Dividend Comparison (2015 - 2026)

AGGY vs UFOX dividend yield comparison.

YearAGGYUFOX
20261.86%0.10%
20254.48%0.56%
20244.38%0.79%
20233.78%1.40%
20222.77%1.63%
20212.10%1.17%
20202.96%0.99%
20193.02%0.75%
20183.36%0.00%
20172.78%0.00%
20163.19%0.00%
20151.27%0.00%

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