AGZ vs HCMT

Comparison between ISHARES AGENCY BOND ETF (AGZ, ETF) and DIREXION HCM TACTICAL ENHANCED US ETF (HCMT, ETF).

AGZ vs HCMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGZ(ETF)	HCMT(ETF)
Net Assets	$552M	$551M
Expense Ratio	0.20%	N/A
Max Drawdown	13.98%	36.71%
Sharpe Ratio	-0.06	1.12
5Y Beta	-0.01	1.61
P/E Ratio	N/A	28.85
Forward P/E	N/A	22.35
5Y Dividends CAGR	13.53%	N/A
5Y EPS CAGR	N/A	26.01%
Debt to Equity	N/A	31.96%
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.57

Net Assets

Winner

AGZ

$552M

HCMT

$551M

Expense Ratio

AGZ

0.20%

HCMT

N/A

Max Drawdown

Winner

AGZ

13.98%

HCMT

36.71%

Sharpe Ratio

AGZ

-0.06

Winner

HCMT

1.12

5Y Beta

Winner

AGZ

-0.01

HCMT

1.61

P/E Ratio

AGZ

N/A

HCMT

28.85

Forward P/E

AGZ

N/A

HCMT

22.35

5Y Dividends CAGR

AGZ

13.53%

HCMT

N/A

5Y EPS CAGR

AGZ

N/A

HCMT

26.01%

Debt to Equity

AGZ

N/A

HCMT

31.96%

P/S Ratio

AGZ

N/A

HCMT

3.69

P/B Ratio

AGZ

N/A

HCMT

5.57

AGZ vs HCMT - Historical Returns

Returns include dividend reinvestment.

Period	AGZ	HCMT
1 month	-0.20%	+5.12%
3 months	-0.49%	+6.11%
6 months	+0.46%	+1.13%
1 year	+3.60%	+34.71%
5 years(CAGR)	+1.13%	N/A
10 years(CAGR)	+1.81%	N/A
Max(CAGR)	+2.37%	+18.11%

AGZ

-0.20%

Winner

HCMT

+5.12%

AGZ

-0.49%

Winner

HCMT

+6.11%

AGZ

+0.46%

Winner

HCMT

+1.13%

AGZ

+3.60%

Winner

HCMT

+34.71%

5Y(CAGR)

AGZ

+1.13%

HCMT

N/A

10Y(CAGR)

AGZ

+1.81%

HCMT

N/A

Max(CAGR)

AGZ

+2.37%

Winner

HCMT

+18.11%

AGZ vs HCMT - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AGZ	HCMT
2026	+0.03%	+3.59%
2025	+6.06%	+6.08%
2024	+3.32%	+42.97%
2023	+4.99%	+5.66%
2022	-7.53%	N/A
2021	-1.08%	N/A
2020	+5.59%	N/A
2019	+5.34%	N/A
2018	+1.51%	N/A
2017	+2.14%	N/A
2016	+1.02%	N/A
2015	+1.06%	N/A
2014	+3.44%	N/A
2013	-1.22%	N/A
2012	+1.65%	N/A
2011	+4.87%	N/A
2010	+3.70%	N/A
2009	+2.08%	N/A
2008	+6.01%	N/A

AGZ vs HCMT Drawdown Comparison

The maximum drawdown for AGZ was -11.01%, occurring on Oct 20, 2022. Recovery took 1126 trading sessions.

The maximum drawdown for HCMT was -36.26%, occurring on Apr 21, 2025. Recovery took 172 trading sessions.

The current AGZ drawdown is -0.89%. The current HCMT drawdown is -7.69%.

Rank	AGZ	HCMT
#1	-11.01% Sep 3, 2020 - Feb 28, 2025	-36.26% Feb 19, 2025 - Oct 24, 2025
#2	-4.98% Nov 13, 2008 - Dec 11, 2008	-20.99% Jul 10, 2024 - Nov 6, 2024
#3	-3.28% May 1, 2013 - May 15, 2014	-16.15% Jul 19, 2023 - Jan 19, 2024
#4	-2.88% Jul 6, 2016 - Aug 18, 2017	-15.27% Oct 29, 2025 - May 26, 2026
#5	-2.52% Nov 4, 2010 - Jun 1, 2011	-11.87% Mar 21, 2024 - May 15, 2024
#6	-2.34% Sep 7, 2017 - Dec 18, 2018	-9.62% Dec 16, 2024 - Feb 18, 2025
#7	-2.24% Apr 14, 2009 - Jul 8, 2009	-7.69% Jun 2, 2026 - Jun 5, 2026
#8	-2.24% Mar 9, 2020 - Jul 20, 2020	-5.35% Nov 8, 2024 - Dec 2, 2024
#9	-1.84% Jan 23, 2015 - Oct 14, 2015	-4.12% Feb 9, 2024 - Feb 22, 2024
#10	-1.80% Jan 14, 2009 - Mar 18, 2009	-3.94% Jan 29, 2024 - Feb 2, 2024
#11	-1.58% Jul 8, 2009 - Sep 1, 2009	-3.58% Mar 7, 2024 - Mar 20, 2024
#12	-1.53% Sep 4, 2019 - Jan 23, 2020	-3.20% Mar 1, 2024 - Mar 7, 2024
#13	-1.53% Nov 30, 2009 - May 4, 2010	-3.20% Jun 22, 2023 - Jun 30, 2023
#14	-1.35% Feb 27, 2026 - May 19, 2026	-3.02% May 28, 2024 - Jun 5, 2024
#15	-1.30% Apr 4, 2025 - Apr 28, 2025	-2.94% Jun 17, 2024 - Jul 2, 2024

Correlation

Correlation between AGZ and HCMT is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2008 - 2026)

AGZ vs HCMT dividend yield comparison.

Year	AGZ	HCMT
2026	1.52%	0.15%
2025	3.75%	0.43%
2024	3.48%	2.75%
2023	3.14%	0.63%
2022	1.56%	0.00%
2021	0.96%	0.00%
2020	2.25%	0.00%
2019	2.32%	0.00%
2018	2.15%	0.00%
2017	1.58%	0.00%
2016	1.52%	0.00%
2015	1.30%	0.00%
2014	1.33%	0.00%
2013	1.19%	0.00%
2012	1.22%	0.00%
2011	1.66%	0.00%
2010	1.88%	0.00%
2009	2.00%	0.00%
2008	0.38%	0.00%