FDMO vs AGGY
Comparison between FIDELITY MOMENTUM FACTOR ETF (FDMO, ETF) and WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF).
5-Year PerformanceFDMO has outperformed AGGY, delivering a return of +15.0% compared to -0.4%
FDMO vs AGGY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FDMO vs AGGY - Historical Returns
Returns include dividend reinvestment.
FDMO vs AGGY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FDMO | AGGY |
|---|---|---|
| 2026 | +12.81% | -0.18% |
| 2025 | +21.00% | +7.43% |
| 2024 | +34.43% | +2.28% |
| 2023 | +25.71% | +6.76% |
| 2022 | -19.61% | -14.68% |
| 2021 | +23.81% | -1.57% |
| 2020 | +20.80% | +5.67% |
| 2019 | +25.42% | +11.67% |
| 2018 | -4.72% | -1.38% |
| 2017 | +23.58% | +5.09% |
| 2016 | +1.88% | +4.40% |
| 2015 | N/A | -0.59% |
FDMO vs AGGY Drawdown Comparison
The maximum drawdown for FDMO was -33.93%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current FDMO drawdown is -3.61%. The current AGGY drawdown is -3.03%.
| Rank | FDMO | AGGY |
|---|---|---|
| #1 | -33.93% Feb 19, 2020 - Aug 3, 2020 | -20.98% Aug 6, 2020 - Oct 24, 2022 |
| #2 | -25.44% Nov 8, 2021 - Dec 27, 2023 | -13.53% Mar 6, 2020 - Jul 9, 2020 |
| #3 | -21.88% Feb 18, 2025 - Jun 24, 2025 | -4.96% Sep 7, 2016 - Jun 26, 2017 |
| #4 | -21.72% Oct 1, 2018 - Jun 10, 2019 | -4.15% Dec 15, 2017 - Feb 8, 2019 |
| #5 | -12.22% Jan 28, 2026 - Apr 17, 2026 | -2.17% Sep 4, 2019 - Jan 3, 2020 |
| #6 | -12.15% Feb 12, 2021 - Apr 26, 2021 | -1.97% Oct 27, 2015 - Feb 8, 2016 |
| #7 | -10.43% Jan 26, 2018 - Jun 4, 2018 | -1.32% Jun 26, 2017 - Jul 21, 2017 |
| #8 | -10.22% Jul 16, 2024 - Sep 19, 2024 | -1.05% Feb 11, 2016 - Mar 14, 2016 |
| #9 | -9.90% Sep 2, 2020 - Oct 12, 2020 | -1.04% May 11, 2016 - Jun 3, 2016 |
| #10 | -8.92% Oct 13, 2020 - Nov 30, 2020 | -1.00% Sep 7, 2017 - Dec 13, 2017 |
| #11 | -7.65% Apr 27, 2021 - Jun 25, 2021 | -0.95% Jul 3, 2019 - Aug 1, 2019 |
| #12 | -7.34% Oct 29, 2025 - Jan 5, 2026 | -0.77% Jul 29, 2016 - Aug 22, 2016 |
| #13 | -6.89% Mar 21, 2024 - May 9, 2024 | -0.72% Aug 24, 2015 - Oct 5, 2015 |
| #14 | -6.70% Jul 15, 2019 - Dec 20, 2019 | -0.62% Jul 9, 2015 - Aug 24, 2015 |
| #15 | -6.02% Jun 30, 2026 - Jul 20, 2026 | -0.62% Mar 28, 2019 - Apr 26, 2019 |
Correlation
Correlation between FDMO and AGGY is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2015 - 2026)
FDMO vs AGGY dividend yield comparison.
| Year | FDMO | AGGY |
|---|---|---|
| 2026 | 0.29% | 2.22% |
| 2025 | 0.61% | 4.48% |
| 2024 | 0.90% | 4.38% |
| 2023 | 0.87% | 3.78% |
| 2022 | 1.19% | 2.77% |
| 2021 | 0.60% | 2.10% |
| 2020 | 0.77% | 2.96% |
| 2019 | 1.23% | 3.02% |
| 2018 | 1.22% | 3.36% |
| 2017 | 1.09% | 2.78% |
| 2016 | 0.45% | 3.19% |
| 2015 | 0.00% | 1.27% |
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