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IHAK vs AGGY

Comparison between ISHARES CYBERSECURITY AND TECH ETF (IHAK, ETF) and WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF).

5-Year PerformanceIHAK has outperformed AGGY, delivering a return of +7.2% compared to -0.4%

IHAK vs AGGY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IHAK
$956M
AGGY
$952M
Expense Ratio
IHAK
0.47%
Winner
AGGY
0.12%
Max Drawdown
IHAK
34.85%
Winner
AGGY
25.66%
Sharpe Ratio
Winner
IHAK
0.64
AGGY
0.01
5Y Beta
IHAK
0.91
Winner
AGGY
0.08
P/E Ratio
IHAK
321.37
AGGY
N/A
Forward P/E
IHAK
24.41
AGGY
N/A
PEG Ratio
IHAK
0.95
AGGY
N/A
5Y Dividends CAGR
IHAK
-22.53%
Winner
AGGY
8.06%
5Y EPS CAGR
IHAK
8.71%
AGGY
N/A
Debt to Equity
IHAK
38.69%
AGGY
N/A
P/S Ratio
IHAK
3.19
AGGY
N/A
P/B Ratio
IHAK
5.90
AGGY
N/A

IHAK vs AGGY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IHAK
+13.85%
AGGY
-0.83%
3M
Winner
IHAK
+28.06%
AGGY
-0.87%
6M
Winner
IHAK
+29.21%
AGGY
-0.30%
1Y
Winner
IHAK
+17.47%
AGGY
+3.45%
5Y(CAGR)
Winner
IHAK
+7.18%
AGGY
-0.37%
10Y(CAGR)
IHAK
N/A
AGGY
+1.45%
Max(CAGR)
Winner
IHAK
+13.70%
AGGY
+1.95%

IHAK vs AGGY - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearIHAKAGGY
2026+30.01%-0.18%
2025-1.17%+7.43%
2024+10.32%+2.28%
2023+37.61%+6.76%
2022-25.49%-14.68%
2021+13.09%-1.57%
2020+48.97%+5.67%
2019+6.66%+11.67%
2018N/A-1.38%
2017N/A+5.09%
2016N/A+4.40%
2015N/A-0.59%

IHAK vs AGGY Drawdown Comparison

The maximum drawdown for IHAK was -34.42%, occurring on Oct 14, 2022. Recovery took 565 trading sessions.

The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current IHAK drawdown is -5.71%. The current AGGY drawdown is -3.03%.

RankIHAKAGGY
#1-34.42%
Nov 9, 2021 - Feb 9, 2024
-20.98%
Aug 6, 2020 - Oct 24, 2022
#2-28.67%
Feb 19, 2020 - May 7, 2020
-13.53%
Mar 6, 2020 - Jul 9, 2020
#3-23.48%
Jul 9, 2025 - May 20, 2026
-4.96%
Sep 7, 2016 - Jun 26, 2017
#4-18.92%
Feb 18, 2025 - Jun 30, 2025
-4.15%
Dec 15, 2017 - Feb 8, 2019
#5-14.83%
Sep 2, 2020 - Dec 7, 2020
-2.17%
Sep 4, 2019 - Jan 3, 2020
#6-13.81%
Jan 27, 2021 - Jun 22, 2021
-1.97%
Oct 27, 2015 - Feb 8, 2016
#7-12.66%
Feb 9, 2024 - Oct 10, 2024
-1.32%
Jun 26, 2017 - Jul 21, 2017
#8-11.39%
Jun 1, 2026 - Jul 1, 2026
-1.05%
Feb 11, 2016 - Mar 14, 2016
#9-10.92%
Jul 26, 2019 - Nov 25, 2019
-1.04%
May 11, 2016 - Jun 3, 2016
#10-8.65%
Sep 3, 2021 - Oct 29, 2021
-1.00%
Sep 7, 2017 - Dec 13, 2017
#11-6.63%
Dec 4, 2024 - Feb 10, 2025
-0.95%
Jul 3, 2019 - Aug 1, 2019
#12-6.18%
Jun 1, 2020 - Jul 2, 2020
-0.77%
Jul 29, 2016 - Aug 22, 2016
#13-5.83%
Nov 11, 2024 - Dec 4, 2024
-0.72%
Aug 24, 2015 - Oct 5, 2015
#14-5.71%
Jul 14, 2026 - Jul 21, 2026
-0.62%
Jul 9, 2015 - Aug 24, 2015
#15-5.31%
Aug 5, 2020 - Aug 26, 2020
-0.62%
Mar 28, 2019 - Apr 26, 2019

Correlation

Correlation between IHAK and AGGY is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16
-101

Dividend Comparison (2015 - 2026)

IHAK vs AGGY dividend yield comparison.

YearIHAKAGGY
20260.01%2.22%
20250.08%4.48%
20240.20%4.38%
20230.13%3.78%
20220.25%2.77%
20210.50%2.10%
20200.40%2.96%
20190.50%3.02%
20180.00%3.36%
20170.00%2.78%
20160.00%3.19%
20150.00%1.27%

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