FMNY vs AGGS
Comparison between FIRST TRUST NEW YORK MUNICIPAL HIGH INCOME ETF (FMNY, ETF) and HARBOR DISCIPLINED BOND ETF (AGGS, ETF).
FMNY vs AGGS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FMNY
$39M
Winner
AGGS
$39M
Expense Ratio
FMNY
0.49%
Winner
AGGS
0.35%
Max Drawdown
FMNY
18.26%
Winner
AGGS
6.43%
Sharpe Ratio
Winner
FMNY
1.07
AGGS
0.31
5Y Beta
Winner
FMNY
0.03
AGGS
0.05
FMNY vs AGGS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FMNY
+0.41%
AGGS
-0.38%
3M
Winner
FMNY
+0.19%
AGGS
-1.20%
6M
Winner
FMNY
+2.23%
AGGS
+0.33%
1Y
Winner
FMNY
+7.45%
AGGS
+5.38%
5Y(CAGR)
FMNY
+0.56%
AGGS
N/A
Max(CAGR)
FMNY
+0.73%
Winner
AGGS
+5.47%
FMNY vs AGGS - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FMNY | AGGS |
|---|---|---|
| 2026 | +1.83% | +0.02% |
| 2025 | +3.79% | +7.38% |
| 2024 | +1.79% | +4.20% |
| 2023 | +6.08% | N/A |
| 2022 | -10.52% | N/A |
| 2021 | +1.60% | N/A |
FMNY vs AGGS Drawdown Comparison
The maximum drawdown for FMNY was -15.90%, occurring on Oct 26, 2022. Recovery took 1090 trading sessions.
The maximum drawdown for AGGS was -4.66%, occurring on Jan 13, 2025. Recovery took 196 trading sessions.
The current FMNY drawdown is -0.73%. The current AGGS drawdown is -1.82%.
| Rank | FMNY | AGGS |
|---|---|---|
| #1 | -15.90% Jul 19, 2021 - Nov 18, 2025 | -4.66% Sep 16, 2024 - Jun 30, 2025 |
| #2 | -2.83% Feb 27, 2026 - Mar 24, 2026 | -2.84% Feb 27, 2026 - May 19, 2026 |
| #3 | -0.66% Jun 15, 2021 - Jul 8, 2021 | -1.38% Jun 18, 2024 - Jul 11, 2024 |
| #4 | -0.57% Nov 18, 2025 - Jan 5, 2026 | -1.33% May 15, 2024 - Jun 4, 2024 |
| #5 | -0.55% Jan 14, 2026 - Feb 3, 2026 | -1.26% Jun 30, 2025 - Aug 1, 2025 |
| #6 | -0.17% Feb 10, 2026 - Feb 17, 2026 | -1.15% Aug 2, 2024 - Aug 20, 2024 |
| #7 | -0.15% May 14, 2021 - May 20, 2021 | -0.93% Jun 6, 2024 - Jun 13, 2024 |
| #8 | -0.15% Jan 7, 2026 - Jan 14, 2026 | -0.93% Oct 28, 2025 - Nov 26, 2025 |
| #9 | -0.13% Jul 12, 2021 - Jul 19, 2021 | -0.90% Jul 17, 2024 - Jul 31, 2024 |
| #10 | -0.12% May 20, 2021 - May 24, 2021 | -0.85% Nov 26, 2025 - Jan 14, 2026 |
| #11 | -0.10% May 24, 2021 - May 27, 2021 | -0.73% Aug 4, 2025 - Aug 28, 2025 |
| #12 | -0.04% Feb 18, 2026 - Feb 23, 2026 | -0.68% Jan 14, 2026 - Feb 5, 2026 |
| #13 | -0.04% Jan 5, 2026 - Jan 7, 2026 | -0.63% Sep 16, 2025 - Oct 2, 2025 |
| #14 | -0.04% Feb 4, 2026 - Feb 6, 2026 | -0.47% Aug 23, 2024 - Sep 4, 2024 |
| #15 | N/A | -0.39% Aug 28, 2025 - Sep 3, 2025 |
Correlation
Correlation between FMNY and AGGS is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2021 - 2026)
FMNY vs AGGS dividend yield comparison.
| Year | FMNY | AGGS |
|---|---|---|
| 2026 | 1.57% | 1.76% |
| 2025 | 3.64% | 5.43% |
| 2024 | 3.56% | 3.38% |
| 2023 | 3.25% | 0.00% |
| 2022 | 2.34% | 0.00% |
| 2021 | 0.72% | 0.00% |
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