AUGW vs WEA
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF (AUGW, ETF) and Western Asset Premier Bond Fund (WEA, ETF).
AUGW vs WEA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AUGW
$134M
Winner
WEA
$134M
Expense Ratio
AUGW
0.74%
WEA
N/A
Max Drawdown
Winner
AUGW
8.76%
WEA
64.91%
Sharpe Ratio
Winner
AUGW
1.36
WEA
0.09
5Y Beta
AUGW
0.40
Winner
WEA
0.17
5Y Dividends CAGR
AUGW
N/A
WEA
2.82%
AUGW vs WEA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AUGW
+0.86%
WEA
-0.76%
3M
Winner
AUGW
+2.72%
WEA
-0.09%
6M
Winner
AUGW
+4.62%
WEA
-2.88%
1Y
Winner
AUGW
+9.96%
WEA
+4.33%
5Y(CAGR)
AUGW
N/A
WEA
+0.29%
10Y(CAGR)
AUGW
N/A
WEA
+4.26%
Max(CAGR)
Winner
AUGW
+11.07%
WEA
+6.76%
AUGW vs WEA - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | AUGW | WEA |
|---|---|---|
| 2026 | +5.02% | -2.44% |
| 2025 | +11.11% | +10.62% |
| 2024 | +13.44% | +8.11% |
| 2023 | +3.32% | +11.37% |
| 2022 | N/A | -19.85% |
| 2021 | N/A | +7.94% |
| 2020 | N/A | +2.69% |
| 2019 | N/A | +29.73% |
| 2018 | N/A | -7.09% |
| 2017 | N/A | +12.90% |
| 2016 | N/A | +14.58% |
| 2015 | N/A | -4.77% |
| 2014 | N/A | +2.85% |
| 2013 | N/A | -1.11% |
| 2012 | N/A | +5.40% |
| 2011 | N/A | +23.20% |
| 2010 | N/A | +15.97% |
| 2009 | N/A | +60.16% |
| 2008 | N/A | -26.27% |
| 2007 | N/A | -6.57% |
| 2006 | N/A | +19.32% |
| 2005 | N/A | -6.94% |
| 2004 | N/A | +11.88% |
| 2003 | N/A | +23.03% |
| 2002 | N/A | +1.64% |
AUGW vs WEA Drawdown Comparison
The maximum drawdown for AUGW was -8.76%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The maximum drawdown for WEA was -57.59%, occurring on Nov 21, 2008. Recovery took 575 trading sessions.
The current AUGW drawdown is -0.07%. The current WEA drawdown is -4.00%.
| Rank | AUGW | WEA |
|---|---|---|
| #1 | -8.76% Feb 19, 2025 - May 19, 2025 | -57.59% Jun 5, 2007 - Sep 15, 2009 |
| #2 | -4.44% Aug 1, 2023 - Nov 20, 2023 | -37.81% Feb 19, 2020 - Dec 17, 2020 |
| #3 | -3.20% Feb 25, 2026 - Apr 9, 2026 | -30.30% Jul 23, 2021 - Aug 25, 2025 |
| #4 | -2.77% Jul 30, 2024 - Aug 15, 2024 | -19.61% May 7, 2013 - Jan 29, 2015 |
| #5 | -2.07% Apr 1, 2024 - May 6, 2024 | -17.74% Feb 17, 2015 - Jun 27, 2016 |
| #6 | -1.79% Aug 30, 2024 - Sep 16, 2024 | -15.89% Jul 8, 2011 - Sep 14, 2011 |
| #7 | -1.66% Oct 27, 2025 - Nov 28, 2025 | -15.20% Feb 15, 2005 - Sep 6, 2005 |
| #8 | -1.52% Dec 6, 2024 - Jan 21, 2025 | -13.78% Mar 23, 2004 - Sep 28, 2004 |
| #9 | -1.40% May 19, 2025 - Jun 3, 2025 | -12.47% Sep 14, 2011 - Dec 13, 2011 |
| #10 | -1.23% Dec 28, 2023 - Jan 10, 2024 | -12.46% Sep 6, 2005 - Feb 3, 2006 |
| #11 | -1.11% Oct 18, 2024 - Nov 6, 2024 | -12.32% Jun 19, 2002 - Jan 21, 2003 |
| #12 | -1.02% Oct 8, 2025 - Oct 20, 2025 | -11.64% Oct 26, 2012 - Jan 14, 2013 |
| #13 | -0.89% Jan 23, 2025 - Feb 6, 2025 | -10.79% Aug 29, 2016 - Feb 16, 2017 |
| #14 | -0.87% Feb 2, 2026 - Feb 9, 2026 | -10.45% Jul 9, 2003 - Dec 10, 2003 |
| #15 | -0.83% Jan 29, 2024 - Feb 2, 2024 | -10.25% Nov 7, 2017 - Mar 21, 2019 |
Correlation
Correlation between AUGW and WEA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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