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