AGGY vs ULTY
Comparison between WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF) and YIELDMAX(R) ULTRA OPTION INCOME STRATEGY ETF (ULTY, ETF).
AGGY vs ULTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AGGY vs ULTY - Historical Returns
Returns include dividend reinvestment.
AGGY vs ULTY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | AGGY | ULTY |
|---|---|---|
| 2026 | +0.81% | +8.15% |
| 2025 | +7.43% | -1.24% |
| 2024 | +2.28% | +1.00% |
| 2023 | +6.76% | N/A |
| 2022 | -14.68% | N/A |
| 2021 | -1.57% | N/A |
| 2020 | +5.67% | N/A |
| 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 ULTY 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 ULTY was -26.53%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current AGGY drawdown is -2.06%. The current ULTY drawdown is -10.78%.
| Rank | AGGY | ULTY |
|---|---|---|
| #1 | -20.98% Aug 6, 2020 - Oct 24, 2022 | -26.53% Feb 18, 2025 - Jun 24, 2025 |
| #2 | -13.53% Mar 6, 2020 - Jul 9, 2020 | -24.14% Oct 9, 2025 - Mar 30, 2026 |
| #3 | -4.96% Sep 7, 2016 - Jun 26, 2017 | -20.51% Mar 4, 2024 - Nov 11, 2024 |
| #4 | -4.15% Dec 15, 2017 - Feb 8, 2019 | -6.51% Dec 6, 2024 - Feb 18, 2025 |
| #5 | -2.17% Sep 4, 2019 - Jan 3, 2020 | -5.03% Jul 18, 2025 - Sep 15, 2025 |
| #6 | -1.97% Oct 27, 2015 - Feb 8, 2016 | -3.47% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -1.32% Jun 26, 2017 - Jul 21, 2017 | -2.61% Sep 19, 2025 - Oct 6, 2025 |
| #8 | -1.05% Feb 11, 2016 - Mar 14, 2016 | -1.75% Jun 30, 2025 - Jul 2, 2025 |
| #9 | -1.04% May 11, 2016 - Jun 3, 2016 | -0.80% Jun 26, 2025 - Jun 30, 2025 |
| #10 | -1.00% Sep 7, 2017 - Dec 13, 2017 | -0.80% Jul 3, 2025 - Jul 9, 2025 |
| #11 | -0.95% Jul 3, 2019 - Aug 1, 2019 | -0.70% Nov 25, 2024 - Nov 29, 2024 |
| #12 | -0.77% Jul 29, 2016 - Aug 22, 2016 | -0.54% Oct 6, 2025 - Oct 8, 2025 |
| #13 | -0.72% Aug 24, 2015 - Oct 5, 2015 | -0.32% Jul 10, 2025 - Jul 14, 2025 |
| #14 | -0.62% Jul 9, 2015 - Aug 24, 2015 | -0.32% Jun 24, 2025 - Jun 26, 2025 |
| #15 | -0.62% Mar 28, 2019 - Apr 26, 2019 | -0.20% Nov 29, 2024 - Dec 4, 2024 |
Correlation
Correlation between AGGY and ULTY is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2015 - 2026)
AGGY vs ULTY dividend yield comparison.
| Year | AGGY | ULTY |
|---|---|---|
| 2026 | 1.85% | 32.98% |
| 2025 | 4.48% | 142.99% |
| 2024 | 4.38% | 111.70% |
| 2023 | 3.78% | 0.00% |
| 2022 | 2.77% | 0.00% |
| 2021 | 2.10% | 0.00% |
| 2020 | 2.96% | 0.00% |
| 2019 | 3.02% | 0.00% |
| 2018 | 3.36% | 0.00% |
| 2017 | 2.78% | 0.00% |
| 2016 | 3.19% | 0.00% |
| 2015 | 1.27% | 0.00% |
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