IUS vs AGGY
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF).
5-Year PerformanceIUS has outperformed AGGY, delivering a return of +14.9% compared to -0.5%
IUS vs AGGY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IUS vs AGGY - Historical Returns
Returns include dividend reinvestment.
IUS vs AGGY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IUS | AGGY |
|---|---|---|
| 2026 | +22.31% | -0.41% |
| 2025 | +17.23% | +7.43% |
| 2024 | +16.56% | +2.28% |
| 2023 | +21.21% | +6.76% |
| 2022 | -8.85% | -14.68% |
| 2021 | +33.59% | -1.57% |
| 2020 | +14.43% | +5.67% |
| 2019 | +29.34% | +11.67% |
| 2018 | -12.48% | -1.38% |
| 2017 | N/A | +5.09% |
| 2016 | N/A | +4.40% |
| 2015 | N/A | -0.59% |
IUS vs AGGY Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current IUS drawdown is -0.29%. The current AGGY drawdown is -3.24%.
| Rank | IUS | AGGY |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -20.98% Aug 6, 2020 - Oct 24, 2022 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -13.53% Mar 6, 2020 - Jul 9, 2020 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -4.96% Sep 7, 2016 - Jun 26, 2017 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -4.15% Dec 15, 2017 - Feb 8, 2019 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -2.17% Sep 4, 2019 - Jan 3, 2020 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -1.97% Oct 27, 2015 - Feb 8, 2016 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -1.32% Jun 26, 2017 - Jul 21, 2017 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -1.05% Feb 11, 2016 - Mar 14, 2016 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -1.04% May 11, 2016 - Jun 3, 2016 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -1.00% Sep 7, 2017 - Dec 13, 2017 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -0.95% Jul 3, 2019 - Aug 1, 2019 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -0.77% Jul 29, 2016 - Aug 22, 2016 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -0.72% Aug 24, 2015 - Oct 5, 2015 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -0.62% Jul 9, 2015 - Aug 24, 2015 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -0.62% Mar 28, 2019 - Apr 26, 2019 |
Correlation
Correlation between IUS and AGGY is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2015 - 2026)
IUS vs AGGY dividend yield comparison.
| Year | IUS | AGGY |
|---|---|---|
| 2026 | 0.60% | 2.63% |
| 2025 | 1.48% | 4.48% |
| 2024 | 1.52% | 4.38% |
| 2023 | 1.72% | 3.78% |
| 2022 | 1.78% | 2.77% |
| 2021 | 1.46% | 2.10% |
| 2020 | 1.74% | 2.96% |
| 2019 | 1.77% | 3.02% |
| 2018 | 0.73% | 3.36% |
| 2017 | 0.00% | 2.78% |
| 2016 | 0.00% | 3.19% |
| 2015 | 0.00% | 1.27% |
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