LEGR vs AUGW

Comparison between FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF (AUGW, ETF).

LEGR vs AUGW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LEGR(ETF)	AUGW(ETF)
Net Assets	$137M	$137M
Expense Ratio	0.65%	0.74%
Max Drawdown	36.12%	8.76%
Sharpe Ratio	1.45	1.66
5Y Beta	0.78	0.40
P/E Ratio	22.37	N/A
Forward P/E	17.05	N/A
PEG Ratio	0.51	N/A
5Y Dividends CAGR	26.41%	N/A
5Y EPS CAGR	16.35%	N/A
P/S Ratio	0.25	N/A
P/B Ratio	3.36	N/A

Net Assets

LEGR

$137M

Winner

AUGW

$137M

Expense Ratio

Winner

LEGR

0.65%

AUGW

0.74%

Max Drawdown

LEGR

36.12%

Winner

AUGW

8.76%

Sharpe Ratio

LEGR

1.45

Winner

AUGW

1.66

5Y Beta

LEGR

0.78

Winner

AUGW

0.40

P/E Ratio

LEGR

22.37

AUGW

N/A

Forward P/E

LEGR

17.05

AUGW

N/A

PEG Ratio

LEGR

0.51

AUGW

N/A

5Y Dividends CAGR

LEGR

26.41%

AUGW

N/A

5Y EPS CAGR

LEGR

16.35%

AUGW

N/A

P/S Ratio

LEGR

0.25

AUGW

N/A

P/B Ratio

LEGR

3.36

AUGW

N/A

LEGR vs AUGW - Historical Returns

Returns include dividend reinvestment.

Period	LEGR	AUGW
1 month	+3.15%	+0.73%
3 months	+14.17%	+4.62%
6 months	+13.29%	+4.68%
1 year	+27.31%	+12.13%
5 years(CAGR)	+11.60%	N/A
10 years(CAGR)	+12.01%	N/A
Max(CAGR)	+12.01%	+11.17%

Winner

LEGR

+3.15%

AUGW

+0.73%

Winner

LEGR

+14.17%

AUGW

+4.62%

Winner

LEGR

+13.29%

AUGW

+4.68%

Winner

LEGR

+27.31%

AUGW

+12.13%

5Y(CAGR)

LEGR

+11.60%

AUGW

N/A

10Y(CAGR)

LEGR

+12.01%

AUGW

N/A

Max(CAGR)

Winner

LEGR

+12.01%

AUGW

+11.17%

LEGR vs AUGW - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	LEGR	AUGW
2026	+9.69%	+4.07%
2025	+31.26%	+11.11%
2024	+17.51%	+13.44%
2023	+20.55%	+3.32%
2022	-20.19%	N/A
2021	+18.02%	N/A
2020	+16.98%	N/A
2019	+27.74%	N/A
2018	-14.10%	N/A

LEGR vs AUGW Drawdown Comparison

The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.

The maximum drawdown for AUGW was -8.76%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current LEGR drawdown is -2.56%. The current AUGW drawdown is -0.10%.

Rank	LEGR	AUGW
#1	-36.12% Feb 12, 2020 - Nov 9, 2020	-8.76% Feb 19, 2025 - May 19, 2025
#2	-31.46% Jan 12, 2022 - Mar 7, 2024	-4.44% Aug 1, 2023 - Nov 20, 2023
#3	-19.98% Sep 25, 2018 - Apr 17, 2019	-3.20% Feb 25, 2026 - Apr 9, 2026
#4	-14.25% Feb 18, 2025 - May 8, 2025	-2.77% Jul 30, 2024 - Aug 15, 2024
#5	-11.20% Jan 29, 2018 - Aug 29, 2018	-2.07% Apr 1, 2024 - May 6, 2024
#6	-10.39% Jan 29, 2026 - Apr 17, 2026	-1.79% Aug 30, 2024 - Sep 16, 2024
#7	-8.58% Jul 24, 2019 - Nov 5, 2019	-1.66% Oct 27, 2025 - Nov 28, 2025
#8	-7.78% Apr 29, 2019 - Jul 3, 2019	-1.52% Dec 6, 2024 - Jan 21, 2025
#9	-7.24% Jul 12, 2024 - Aug 23, 2024	-1.40% May 19, 2025 - Jun 3, 2025
#10	-6.42% Nov 8, 2021 - Jan 11, 2022	-1.23% Dec 28, 2023 - Jan 10, 2024
#11	-6.39% Oct 28, 2025 - Dec 19, 2025	-1.11% Oct 18, 2024 - Nov 6, 2024
#12	-5.51% Jun 2, 2026 - Jun 10, 2026	-1.02% Oct 8, 2025 - Oct 20, 2025
#13	-5.09% Sep 3, 2021 - Oct 15, 2021	-0.89% Jan 23, 2025 - Feb 6, 2025
#14	-4.86% Apr 3, 2024 - May 6, 2024	-0.87% Feb 2, 2026 - Feb 9, 2026
#15	-4.78% Jan 21, 2021 - Feb 5, 2021	-0.83% Jan 29, 2024 - Feb 2, 2024