SHAG vs BEMB

Comparison between WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF) and ISHARES J.P. MORGAN BROAD USD EMERGING MARKETS BOND ETF (BEMB, ETF).

SHAG vs BEMB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHAG(ETF)	BEMB(ETF)
Net Assets	$43M	$43M
Expense Ratio	0.12%	0.15%
Max Drawdown	11.39%	7.66%
Sharpe Ratio	0.04	1.19
5Y Beta	0.02	0.20
5Y Dividends CAGR	18.46%	N/A

Net Assets

SHAG

$43M

BEMB

$43M

Expense Ratio

Winner

SHAG

0.12%

BEMB

0.15%

Max Drawdown

SHAG

11.39%

Winner

BEMB

7.66%

Sharpe Ratio

SHAG

0.04

Winner

BEMB

1.19

5Y Beta

Winner

SHAG

0.02

BEMB

0.20

5Y Dividends CAGR

SHAG

18.46%

BEMB

N/A

SHAG vs BEMB - Historical Returns

Returns include dividend reinvestment.

Period	SHAG	BEMB
1 month	+0.08%	+0.78%
3 months	+0.38%	+2.22%
6 months	+0.82%	+2.11%
1 year	+3.66%	+9.03%
5 years(CAGR)	+1.58%	N/A
10 years(CAGR)	+2.15%	N/A
Max(CAGR)	+2.15%	+8.54%

SHAG

+0.08%

Winner

BEMB

+0.78%

SHAG

+0.38%

Winner

BEMB

+2.22%

SHAG

+0.82%

Winner

BEMB

+2.11%

SHAG

+3.66%

Winner

BEMB

+9.03%

5Y(CAGR)

SHAG

+1.58%

BEMB

N/A

10Y(CAGR)

SHAG

+2.15%

BEMB

N/A

Max(CAGR)

SHAG

+2.15%

Winner

BEMB

+8.54%

SHAG vs BEMB - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SHAG	BEMB
2026	+0.47%	+1.68%
2025	+6.30%	+11.81%
2024	+4.49%	+6.33%
2023	+4.47%	+8.87%
2022	-6.19%	N/A
2021	-0.89%	N/A
2020	+4.56%	N/A
2019	+5.81%	N/A
2018	+0.88%	N/A
2017	-0.11%	N/A

SHAG vs BEMB Drawdown Comparison

The maximum drawdown for SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.

The maximum drawdown for BEMB was -6.16%, occurring on Oct 19, 2023. Recovery took 84 trading sessions.

The current SHAG drawdown is -0.54%. The current BEMB drawdown is -0.01%.

Rank	SHAG	BEMB
#1	-9.61% Aug 3, 2021 - Aug 2, 2024	-6.16% Jul 31, 2023 - Nov 28, 2023
#2	-5.80% Mar 6, 2020 - May 20, 2020	-4.20% Feb 28, 2025 - Jun 3, 2025
#3	-1.79% Sep 5, 2017 - Dec 24, 2018	-3.66% Feb 27, 2026 - Jun 2, 2026
#4	-1.38% Feb 27, 2026 - Mar 26, 2026	-3.03% Oct 1, 2024 - Feb 25, 2025
#5	-1.23% Sep 24, 2024 - Jan 27, 2025	-2.67% Apr 9, 2024 - May 15, 2024
#6	-1.09% Apr 3, 2025 - Apr 28, 2025	-2.21% Dec 27, 2023 - Mar 1, 2024
#7	-0.98% Sep 4, 2019 - Oct 3, 2019	-2.04% May 11, 2023 - Jun 14, 2023
#8	-0.86% Feb 10, 2021 - Jun 10, 2021	-1.52% Jul 3, 2023 - Jul 12, 2023
#9	-0.67% May 27, 2025 - Jun 23, 2025	-1.49% May 15, 2024 - Jun 5, 2024
#10	-0.60% Oct 3, 2019 - Dec 3, 2019	-1.33% Aug 2, 2024 - Aug 13, 2024
#11	-0.55% Apr 30, 2025 - May 27, 2025	-1.17% Jun 18, 2024 - Jul 5, 2024
#12	-0.52% Jun 30, 2025 - Aug 1, 2025	-1.16% Apr 4, 2023 - May 11, 2023
#13	-0.50% Feb 5, 2025 - Feb 21, 2025	-0.98% Mar 23, 2023 - Mar 31, 2023
#14	-0.45% Jun 10, 2021 - Jul 19, 2021	-0.93% Jul 16, 2024 - Jul 31, 2024
#15	-0.40% Jul 3, 2019 - Aug 1, 2019	-0.92% Feb 27, 2023 - Mar 3, 2023