IWLG vs AGD

Comparison between NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF) and abrdn Global Dynamic Dividend Fund (AGD, ETF).

IWLG vs AGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWLG(ETF)	AGD(ETF)
Net Assets	$316M	$317M
Expense Ratio	0.50%	N/A
Max Drawdown	23.65%	88.29%
Sharpe Ratio	0.53	1.24
5Y Beta	1.23	0.70
P/E Ratio	39.43	N/A
Forward P/E	29.49	N/A
PEG Ratio	0.55	N/A
5Y Dividends CAGR	N/A	13.82%
5Y EPS CAGR	36.16%	N/A
Debt to Equity	27.34%	N/A
P/S Ratio	6.09	N/A
P/B Ratio	12.42	N/A

Net Assets

IWLG

$316M

Winner

AGD

$317M

Expense Ratio

IWLG

0.50%

AGD

N/A

Max Drawdown

Winner

IWLG

23.65%

AGD

88.29%

Sharpe Ratio

IWLG

0.53

Winner

AGD

1.24

5Y Beta

IWLG

1.23

Winner

AGD

0.70

P/E Ratio

IWLG

39.43

AGD

N/A

Forward P/E

IWLG

29.49

AGD

N/A

PEG Ratio

IWLG

0.55

AGD

N/A

5Y Dividends CAGR

IWLG

N/A

AGD

13.82%

5Y EPS CAGR

IWLG

36.16%

AGD

N/A

Debt to Equity

IWLG

27.34%

AGD

N/A

P/S Ratio

IWLG

6.09

AGD

N/A

P/B Ratio

IWLG

12.42

AGD

N/A

IWLG vs AGD - Historical Returns

Returns include dividend reinvestment.

Period	IWLG	AGD
1 month	+0.88%	+0.96%
3 months	+8.04%	+6.45%
6 months	+0.17%	+17.55%
1 year	+12.11%	+35.74%
5 years(CAGR)	N/A	+10.33%
10 years(CAGR)	N/A	+13.12%
Max(CAGR)	+21.94%	+4.67%

IWLG

+0.88%

Winner

AGD

+0.96%

Winner

IWLG

+8.04%

AGD

+6.45%

IWLG

+0.17%

Winner

AGD

+17.55%

IWLG

+12.11%

Winner

AGD

+35.74%

5Y(CAGR)

IWLG

N/A

AGD

+10.33%

10Y(CAGR)

IWLG

N/A

AGD

+13.12%

Max(CAGR)

Winner

IWLG

+21.94%

AGD

+4.67%

IWLG vs AGD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IWLG	AGD
2026	+1.82%	+12.25%
2025	+14.91%	+33.99%
2024	+33.88%	+16.99%
2023	+43.98%	+7.01%
2022	-0.01%	-15.93%
2021	N/A	+25.32%
2020	N/A	+9.35%
2019	N/A	+31.56%
2018	N/A	-15.45%
2017	N/A	+29.62%
2016	N/A	+10.30%
2015	N/A	-2.57%
2014	N/A	+5.57%
2013	N/A	+2.55%
2012	N/A	+13.73%
2011	N/A	-22.93%
2010	N/A	-17.13%
2009	N/A	+56.50%
2008	N/A	-61.97%
2007	N/A	+10.39%
2006	N/A	+19.64%

IWLG vs AGD Drawdown Comparison

The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.

The maximum drawdown for AGD was -76.23%, occurring on Mar 9, 2009. Recovery took 3450 trading sessions.

The current IWLG drawdown is -5.34%. The current AGD drawdown is -3.18%.

Rank	IWLG	AGD
#1	-23.19% Jan 23, 2025 - Jun 24, 2025	-76.23% Jul 19, 2007 - Apr 1, 2021
#2	-19.45% Oct 29, 2025 - May 29, 2026	-28.14% Jan 14, 2022 - Jul 12, 2024
#3	-19.40% Aug 15, 2022 - May 15, 2023	-20.25% Oct 7, 2025 - Mar 30, 2026
#4	-12.90% Jul 10, 2024 - Oct 11, 2024	-14.97% Feb 19, 2025 - May 2, 2025
#5	-10.69% Jul 18, 2023 - Nov 10, 2023	-7.71% Feb 6, 2007 - Mar 30, 2007
#6	-7.05% Mar 22, 2024 - May 15, 2024	-7.28% Sep 3, 2021 - Nov 16, 2021
#7	-5.42% Dec 16, 2024 - Jan 22, 2025	-6.77% Jul 16, 2024 - Aug 14, 2024
#8	-5.34% Jun 2, 2026 - Jun 5, 2026	-6.50% Sep 30, 2024 - Jan 21, 2025
#9	-4.61% Jun 24, 2022 - Jul 20, 2022	-5.84% May 4, 2007 - Jul 3, 2007
#10	-3.56% Jul 21, 2022 - Jul 27, 2022	-5.41% Nov 16, 2021 - Jan 12, 2022
#11	-3.41% Oct 29, 2024 - Nov 6, 2024	-4.98% Dec 28, 2006 - Jan 30, 2007
#12	-3.36% Oct 8, 2025 - Oct 24, 2025	-4.49% Jun 9, 2021 - Aug 9, 2021
#13	-3.27% Dec 28, 2023 - Jan 10, 2024	-3.85% Aug 23, 2006 - Oct 17, 2006
#14	-2.94% Nov 13, 2024 - Dec 3, 2024	-3.49% Jul 25, 2025 - Aug 12, 2025
#15	-2.94% Sep 22, 2025 - Oct 8, 2025	-3.01% Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between IWLG and AGD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2006 - 2026)

IWLG vs AGD dividend yield comparison.

Year	IWLG	AGD
2026	0.00%	4.83%
2025	0.00%	11.41%
2024	1.34%	10.46%
2023	0.01%	8.35%
2022	0.05%	8.25%
2021	0.00%	6.45%
2020	0.00%	7.47%
2019	0.00%	7.50%
2018	0.00%	9.17%
2017	0.00%	7.22%
2016	0.00%	8.89%
2015	0.00%	8.77%
2014	0.00%	7.80%
2013	0.00%	7.65%
2012	0.00%	14.36%
2011	0.00%	13.93%
2010	0.00%	15.88%
2009	0.00%	14.84%
2008	0.00%	28.85%
2007	0.00%	16.02%
2006	0.00%	3.81%