EZM vs AGGY
Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF).
5-Year PerformanceEZM has outperformed AGGY, delivering a return of +7.8% compared to +0.1%
EZM vs AGGY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EZM vs AGGY - Historical Returns
Returns include dividend reinvestment.
EZM vs AGGY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EZM | AGGY |
|---|---|---|
| 2026 | +8.69% | +0.25% |
| 2025 | +9.06% | +7.43% |
| 2024 | +10.82% | +2.28% |
| 2023 | +20.20% | +6.76% |
| 2022 | -12.73% | -14.68% |
| 2021 | +33.04% | -1.57% |
| 2020 | +5.41% | +5.67% |
| 2019 | +23.94% | +11.67% |
| 2018 | -13.00% | -1.38% |
| 2017 | +16.60% | +5.09% |
| 2016 | +21.22% | +4.40% |
| 2015 | -4.54% | -0.59% |
| 2014 | +9.77% | N/A |
| 2013 | +36.84% | N/A |
| 2012 | +16.52% | N/A |
| 2011 | +0.01% | N/A |
| 2010 | +24.31% | N/A |
| 2009 | +46.06% | N/A |
| 2008 | -34.76% | N/A |
| 2007 | -6.95% | N/A |
EZM vs AGGY Drawdown Comparison
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current EZM drawdown is -1.53%. The current AGGY drawdown is -2.61%.
| Rank | EZM | AGGY |
|---|---|---|
| #1 | -59.57% Jun 4, 2007 - Nov 4, 2010 | -20.98% Aug 6, 2020 - Oct 24, 2022 |
| #2 | -47.26% Jan 16, 2020 - Nov 24, 2020 | -13.53% Mar 6, 2020 - Jul 9, 2020 |
| #3 | -25.67% Jul 7, 2011 - Feb 3, 2012 | -4.96% Sep 7, 2016 - Jun 26, 2017 |
| #4 | -23.53% Nov 25, 2024 - Dec 5, 2025 | -4.15% Dec 15, 2017 - Feb 8, 2019 |
| #5 | -23.14% Aug 29, 2018 - Nov 27, 2019 | -2.17% Sep 4, 2019 - Jan 3, 2020 |
| #6 | -22.42% Jan 4, 2022 - Dec 14, 2023 | -1.97% Oct 27, 2015 - Feb 8, 2016 |
| #7 | -21.08% Jun 23, 2015 - Aug 23, 2016 | -1.32% Jun 26, 2017 - Jul 21, 2017 |
| #8 | -14.98% Mar 19, 2012 - Sep 14, 2012 | -1.05% Feb 11, 2016 - Mar 14, 2016 |
| #9 | -11.29% Jul 3, 2014 - Nov 24, 2014 | -1.04% May 11, 2016 - Jun 3, 2016 |
| #10 | -9.53% Jan 26, 2018 - Jul 19, 2018 | -1.00% Sep 7, 2017 - Dec 13, 2017 |
| #11 | -8.78% Jul 31, 2024 - Sep 30, 2024 | -0.95% Jul 3, 2019 - Aug 1, 2019 |
| #12 | -8.70% Feb 10, 2026 - Apr 17, 2026 | -0.77% Jul 29, 2016 - Aug 22, 2016 |
| #13 | -8.33% May 7, 2021 - Oct 14, 2021 | -0.72% Aug 24, 2015 - Oct 5, 2015 |
| #14 | -7.83% Apr 29, 2011 - Jul 7, 2011 | -0.62% Jul 9, 2015 - Aug 24, 2015 |
| #15 | -7.73% Nov 16, 2021 - Jan 4, 2022 | -0.62% Mar 28, 2019 - Apr 26, 2019 |
Correlation
Correlation between EZM and AGGY is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
EZM vs AGGY dividend yield comparison.
| Year | EZM | AGGY |
|---|---|---|
| 2026 | 0.25% | 1.86% |
| 2025 | 1.39% | 4.48% |
| 2024 | 1.22% | 4.38% |
| 2023 | 1.25% | 3.78% |
| 2022 | 1.57% | 2.77% |
| 2021 | 1.08% | 2.10% |
| 2020 | 1.67% | 2.96% |
| 2019 | 1.34% | 3.02% |
| 2018 | 1.57% | 3.36% |
| 2017 | 1.14% | 2.78% |
| 2016 | 1.55% | 3.19% |
| 2015 | 1.30% | 1.27% |
| 2014 | 1.16% | 0.00% |
| 2013 | 0.99% | 0.00% |
| 2012 | 1.73% | 0.00% |
| 2011 | 0.99% | 0.00% |
| 2010 | 1.40% | 0.00% |
| 2009 | 1.04% | 0.00% |
| 2008 | 2.30% | 0.00% |
| 2007 | 0.93% | 0.00% |
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