SHAG vs DVLU

Comparison between WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF) and FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF).

5-Year PerformanceDVLU has outperformed SHAG, delivering a return of +12.4% compared to +1.8%

SHAG vs DVLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHAG(ETF)	DVLU(ETF)
Net Assets	$47M	$47M
Expense Ratio	0.12%	0.60%
Max Drawdown	11.39%	53.26%
Sharpe Ratio	-0.37	1.66
5Y Beta	0.02	0.98
P/E Ratio	N/A	22.63
Forward P/E	N/A	14.06
PEG Ratio	N/A	0.09
5Y Dividends CAGR	21.55%	3.41%
5Y EPS CAGR	N/A	7.61%
Debt to Equity	N/A	30.50%
P/S Ratio	N/A	0.75
P/B Ratio	N/A	2.20

Net Assets

Winner

SHAG

$47M

DVLU

$47M

Expense Ratio

Winner

SHAG

0.12%

DVLU

0.60%

Max Drawdown

Winner

SHAG

11.39%

DVLU

53.26%

Sharpe Ratio

SHAG

-0.37

Winner

DVLU

1.66

5Y Beta

Winner

SHAG

0.02

DVLU

0.98

P/E Ratio

SHAG

N/A

DVLU

22.63

Forward P/E

SHAG

N/A

DVLU

14.06

PEG Ratio

SHAG

N/A

DVLU

0.09

5Y Dividends CAGR

Winner

SHAG

21.55%

DVLU

3.41%

5Y EPS CAGR

SHAG

N/A

DVLU

7.61%

Debt to Equity

SHAG

N/A

DVLU

30.50%

P/S Ratio

SHAG

N/A

DVLU

0.75

P/B Ratio

SHAG

N/A

DVLU

2.20

SHAG vs DVLU - Historical Returns

Returns include dividend reinvestment.

Period	SHAG	DVLU
1 month	+0.86%	+1.05%
3 months	+0.99%	+8.40%
6 months	+0.51%	+12.26%
1 year	+3.22%	+35.05%
5 years(CAGR)	+1.76%	+12.44%
10 years(CAGR)	+2.20%	N/A
Max(CAGR)	+2.20%	+11.24%

SHAG

+0.86%

Winner

DVLU

+1.05%

SHAG

+0.99%

Winner

DVLU

+8.40%

SHAG

+0.51%

Winner

DVLU

+12.26%

SHAG

+3.22%

Winner

DVLU

+35.05%

5Y(CAGR)

SHAG

+1.76%

Winner

DVLU

+12.44%

10Y(CAGR)

SHAG

+2.20%

DVLU

N/A

Max(CAGR)

SHAG

+2.20%

Winner

DVLU

+11.24%

SHAG vs DVLU - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SHAG	DVLU
2026	+1.36%	+14.41%
2025	+6.30%	+23.99%
2024	+4.49%	+13.62%
2023	+4.47%	+21.07%
2022	-6.19%	-10.61%
2021	-0.89%	+43.88%
2020	+4.56%	-7.46%
2019	+5.81%	+28.51%
2018	+0.88%	-24.03%
2017	-0.11%	N/A

SHAG vs DVLU Drawdown Comparison

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

The maximum drawdown for DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.

The current DVLU drawdown is -2.52%.

Rank	SHAG	DVLU
#1	-9.61% Aug 3, 2021 - Aug 2, 2024	-53.26% Jan 17, 2020 - Feb 5, 2021
#2	-5.80% Mar 6, 2020 - May 20, 2020	-26.57% Sep 20, 2018 - Nov 26, 2019
#3	-1.79% Sep 5, 2017 - Dec 24, 2018	-24.86% Nov 25, 2024 - Sep 18, 2025
#4	-1.38% Feb 27, 2026 - Aug 13, 2026	-22.36% Jun 7, 2022 - Dec 14, 2023
#5	-1.23% Sep 24, 2024 - Jan 27, 2025	-12.24% Feb 9, 2026 - Apr 30, 2026
#6	-1.09% Apr 3, 2025 - Apr 28, 2025	-11.18% Jun 1, 2021 - Oct 18, 2021
#7	-0.98% Sep 4, 2019 - Oct 3, 2019	-10.31% Mar 29, 2022 - Jun 7, 2022
#8	-0.86% Feb 10, 2021 - Jun 10, 2021	-8.56% Jan 13, 2022 - Mar 29, 2022
#9	-0.67% May 27, 2025 - Jun 23, 2025	-8.53% Nov 24, 2021 - Jan 4, 2022
#10	-0.60% Oct 3, 2019 - Dec 3, 2019	-8.44% Mar 28, 2024 - Jul 30, 2024
#11	-0.55% Apr 30, 2025 - May 27, 2025	-8.28% Jul 31, 2024 - Aug 23, 2024
#12	-0.52% Jun 30, 2025 - Aug 1, 2025	-6.85% Mar 29, 2021 - May 4, 2021
#13	-0.50% Feb 5, 2025 - Feb 21, 2025	-6.33% Mar 15, 2021 - Mar 29, 2021
#14	-0.45% Jun 10, 2021 - Jul 19, 2021	-5.61% Nov 12, 2025 - Nov 25, 2025
#15	-0.40% Jul 3, 2019 - Aug 1, 2019	-5.58% Oct 18, 2024 - Nov 8, 2024