LDDR vs SHAG
Comparison between Stone Ridge 2035 Term Income ETF (LDDR, ETF) and WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF).
LDDR vs SHAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LDDR
$43M
SHAG
$43M
Expense Ratio
LDDR
0.25%
Winner
SHAG
0.12%
Max Drawdown
LDDR
14.16%
Winner
SHAG
11.39%
Sharpe Ratio
LDDR
-0.11
Winner
SHAG
0.04
5Y Beta
Winner
LDDR
0.01
SHAG
0.02
5Y Dividends CAGR
LDDR
N/A
SHAG
18.46%
LDDR vs SHAG - Historical Returns
Returns include dividend reinvestment.
1M
LDDR
+0.08%
Winner
SHAG
+0.08%
3M
LDDR
-0.29%
Winner
SHAG
+0.38%
6M
LDDR
+0.15%
Winner
SHAG
+0.82%
1Y
LDDR
+3.09%
Winner
SHAG
+3.66%
5Y(CAGR)
LDDR
N/A
SHAG
+1.58%
10Y(CAGR)
LDDR
N/A
SHAG
+2.15%
Max(CAGR)
Winner
LDDR
+4.59%
SHAG
+2.15%
LDDR vs SHAG - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | LDDR | SHAG |
|---|---|---|
| 2026 | -0.09% | +0.47% |
| 2025 | +6.75% | +6.30% |
| 2024 | N/A | +4.49% |
| 2023 | N/A | +4.47% |
| 2022 | N/A | -6.19% |
| 2021 | N/A | -0.89% |
| 2020 | N/A | +4.56% |
| 2019 | N/A | +5.81% |
| 2018 | N/A | +0.88% |
| 2017 | N/A | -0.11% |
LDDR vs SHAG Drawdown Comparison
The maximum drawdown for LDDR was -2.49%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.
The current LDDR drawdown is -1.65%. The current SHAG drawdown is -0.54%.
| Rank | LDDR | SHAG |
|---|---|---|
| #1 | -2.49% Feb 27, 2026 - May 19, 2026 | -9.61% Aug 3, 2021 - Aug 2, 2024 |
| #2 | -2.38% Apr 4, 2025 - Jun 30, 2025 | -5.80% Mar 6, 2020 - May 20, 2020 |
| #3 | -1.21% Feb 28, 2025 - Apr 3, 2025 | -1.79% Sep 5, 2017 - Dec 24, 2018 |
| #4 | -1.07% Jun 30, 2025 - Aug 1, 2025 | -1.38% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -1.01% Feb 5, 2025 - Feb 21, 2025 | -1.23% Sep 24, 2024 - Jan 27, 2025 |
| #6 | -0.81% Oct 21, 2025 - Nov 24, 2025 | -1.09% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -0.80% Nov 26, 2025 - Feb 10, 2026 | -0.98% Sep 4, 2019 - Oct 3, 2019 |
| #8 | -0.73% Jan 6, 2025 - Jan 15, 2025 | -0.86% Feb 10, 2021 - Jun 10, 2021 |
| #9 | -0.70% Sep 16, 2025 - Oct 10, 2025 | -0.67% May 27, 2025 - Jun 23, 2025 |
| #10 | -0.43% Aug 13, 2025 - Aug 22, 2025 | -0.60% Oct 3, 2019 - Dec 3, 2019 |
| #11 | -0.30% Jan 21, 2025 - Jan 27, 2025 | -0.55% Apr 30, 2025 - May 27, 2025 |
| #12 | -0.27% Aug 29, 2025 - Sep 4, 2025 | -0.52% Jun 30, 2025 - Aug 1, 2025 |
| #13 | -0.26% Aug 4, 2025 - Aug 13, 2025 | -0.50% Feb 5, 2025 - Feb 21, 2025 |
| #14 | -0.19% Feb 10, 2026 - Feb 12, 2026 | -0.45% Jun 10, 2021 - Jul 19, 2021 |
| #15 | -0.17% Feb 13, 2026 - Feb 23, 2026 | -0.40% Jul 3, 2019 - Aug 1, 2019 |
Correlation
Correlation between LDDR and SHAG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
LDDR vs SHAG dividend yield comparison.
| Year | LDDR | SHAG |
|---|---|---|
| 2026 | 6.33% | 1.80% |
| 2025 | 14.63% | 4.33% |
| 2024 | 0.00% | 4.49% |
| 2023 | 0.00% | 3.04% |
| 2022 | 0.00% | 1.38% |
| 2021 | 0.00% | 0.92% |
| 2020 | 0.00% | 2.33% |
| 2019 | 0.00% | 2.71% |
| 2018 | 0.00% | 2.56% |
| 2017 | 0.00% | 0.77% |
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