FXH vs AGGY
Comparison between FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF) and WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF).
5-Year PerformanceFXH has outperformed AGGY, delivering a return of +0.4% compared to +0.0%
FXH vs AGGY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FXH vs AGGY - Historical Returns
Returns include dividend reinvestment.
FXH vs AGGY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXH | AGGY |
|---|---|---|
| 2026 | +2.72% | +0.81% |
| 2025 | +10.05% | +7.43% |
| 2024 | -0.45% | +2.28% |
| 2023 | -4.09% | +6.76% |
| 2022 | -11.08% | -14.68% |
| 2021 | +16.28% | -1.57% |
| 2020 | +28.00% | +5.67% |
| 2019 | +24.04% | +11.67% |
| 2018 | -2.85% | -1.38% |
| 2017 | +20.62% | +5.09% |
| 2016 | -3.57% | +4.40% |
| 2015 | -0.05% | -0.59% |
| 2014 | +26.00% | N/A |
| 2013 | +44.68% | N/A |
| 2012 | +19.68% | N/A |
| 2011 | +4.62% | N/A |
| 2010 | +17.01% | N/A |
| 2009 | +48.93% | N/A |
| 2008 | -28.44% | N/A |
| 2007 | +1.50% | N/A |
FXH vs AGGY Drawdown Comparison
The maximum drawdown for FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.
The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current FXH drawdown is -6.59%. The current AGGY drawdown is -2.06%.
| Rank | FXH | AGGY |
|---|---|---|
| #1 | -43.70% Oct 10, 2007 - Dec 14, 2009 | -20.98% Aug 6, 2020 - Oct 24, 2022 |
| #2 | -30.61% Feb 19, 2020 - May 28, 2020 | -13.53% Mar 6, 2020 - Jul 9, 2020 |
| #3 | -29.49% Sep 3, 2021 - Oct 27, 2023 | -4.96% Sep 7, 2016 - Jun 26, 2017 |
| #4 | -29.42% Jul 17, 2015 - Jan 2, 2018 | -4.15% Dec 15, 2017 - Feb 8, 2019 |
| #5 | -24.59% Sep 28, 2018 - Dec 23, 2019 | -2.17% Sep 4, 2019 - Jan 3, 2020 |
| #6 | -22.08% Jul 7, 2011 - Mar 26, 2012 | -1.97% Oct 27, 2015 - Feb 8, 2016 |
| #7 | -13.28% Mar 23, 2010 - Oct 28, 2010 | -1.32% Jun 26, 2017 - Jul 21, 2017 |
| #8 | -11.86% Jan 29, 2018 - Jun 12, 2018 | -1.05% Feb 11, 2016 - Mar 14, 2016 |
| #9 | -10.56% Mar 4, 2014 - Jun 20, 2014 | -1.04% May 11, 2016 - Jun 3, 2016 |
| #10 | -9.98% Feb 12, 2021 - Apr 16, 2021 | -1.00% Sep 7, 2017 - Dec 13, 2017 |
| #11 | -8.24% Aug 5, 2020 - Oct 7, 2020 | -0.95% Jul 3, 2019 - Aug 1, 2019 |
| #12 | -8.24% May 2, 2012 - Sep 4, 2012 | -0.77% Jul 29, 2016 - Aug 22, 2016 |
| #13 | -8.21% Oct 4, 2012 - Jan 7, 2013 | -0.72% Aug 24, 2015 - Oct 5, 2015 |
| #14 | -7.41% Sep 24, 2014 - Oct 24, 2014 | -0.62% Jul 9, 2015 - Aug 24, 2015 |
| #15 | -7.03% Jan 19, 2010 - Mar 2, 2010 | -0.62% Mar 28, 2019 - Apr 26, 2019 |
Correlation
Correlation between FXH and AGGY is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2010 - 2026)
FXH vs AGGY dividend yield comparison.
| Year | FXH | AGGY |
|---|---|---|
| 2026 | 0.16% | 1.85% |
| 2025 | 0.75% | 4.48% |
| 2024 | 0.41% | 4.38% |
| 2023 | 0.24% | 3.78% |
| 2022 | 0.20% | 2.77% |
| 2021 | 0.00% | 2.10% |
| 2020 | 0.00% | 2.96% |
| 2019 | 0.00% | 3.02% |
| 2018 | 0.00% | 3.36% |
| 2017 | 0.00% | 2.78% |
| 2016 | 0.00% | 3.19% |
| 2015 | 0.00% | 1.27% |
| 2013 | 0.01% | 0.00% |
| 2012 | 0.43% | 0.00% |
| 2011 | 0.12% | 0.00% |
| 2010 | 0.11% | 0.00% |
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