IBTK vs AGGY
Comparison between ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF) and WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF).
5-Year PerformanceAGGY has outperformed IBTK, delivering a return of +0.0% compared to -0.7%
IBTK vs AGGY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBTK vs AGGY - Historical Returns
Returns include dividend reinvestment.
IBTK vs AGGY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IBTK | AGGY |
|---|---|---|
| 2026 | -0.19% | +0.81% |
| 2025 | +7.43% | +7.43% |
| 2024 | +1.48% | +2.28% |
| 2023 | +3.37% | +6.76% |
| 2022 | -13.82% | -14.68% |
| 2021 | -3.58% | -1.57% |
| 2020 | -1.90% | +5.67% |
| 2019 | N/A | +11.67% |
| 2018 | N/A | -1.38% |
| 2017 | N/A | +5.09% |
| 2016 | N/A | +4.40% |
| 2015 | N/A | -0.59% |
IBTK vs AGGY Drawdown Comparison
The maximum drawdown for IBTK was -86.47%, occurring on Dec 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current IBTK drawdown is -9.78%. The current AGGY drawdown is -2.06%.
| Rank | IBTK | AGGY |
|---|---|---|
| #1 | -86.47% Jul 30, 2020 - Dec 23, 2020 | -20.98% Aug 6, 2020 - Oct 24, 2022 |
| #2 | -0.08% Jul 20, 2020 - Jul 24, 2020 | -13.53% Mar 6, 2020 - Jul 9, 2020 |
| #3 | N/A | -4.96% Sep 7, 2016 - Jun 26, 2017 |
| #4 | N/A | -4.15% Dec 15, 2017 - Feb 8, 2019 |
| #5 | N/A | -2.17% Sep 4, 2019 - Jan 3, 2020 |
| #6 | N/A | -1.97% Oct 27, 2015 - Feb 8, 2016 |
| #7 | N/A | -1.32% Jun 26, 2017 - Jul 21, 2017 |
| #8 | N/A | -1.05% Feb 11, 2016 - Mar 14, 2016 |
| #9 | N/A | -1.04% May 11, 2016 - Jun 3, 2016 |
| #10 | N/A | -1.00% Sep 7, 2017 - Dec 13, 2017 |
| #11 | N/A | -0.95% Jul 3, 2019 - Aug 1, 2019 |
| #12 | N/A | -0.77% Jul 29, 2016 - Aug 22, 2016 |
| #13 | N/A | -0.72% Aug 24, 2015 - Oct 5, 2015 |
| #14 | N/A | -0.62% Jul 9, 2015 - Aug 24, 2015 |
| #15 | N/A | -0.62% Mar 28, 2019 - Apr 26, 2019 |
Correlation
Correlation between IBTK and AGGY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2015 - 2026)
IBTK vs AGGY dividend yield comparison.
| Year | IBTK | AGGY |
|---|---|---|
| 2026 | 1.56% | 1.85% |
| 2025 | 3.79% | 4.48% |
| 2024 | 3.93% | 4.38% |
| 2023 | 3.05% | 3.78% |
| 2022 | 2.27% | 2.77% |
| 2021 | 0.84% | 2.10% |
| 2020 | 0.26% | 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% |
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