SHAG vs MINN

Comparison between WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF) and MAIRS & POWER MINNESOTA MUNICIPAL BOND ETF (MINN, ETF).

5-Year PerformanceSHAG has outperformed MINN, delivering a return of +1.8% compared to -0.6%

SHAG vs MINN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHAG(ETF)	MINN(ETF)
Net Assets	$47M	$47M
Expense Ratio	0.12%	0.25%
Max Drawdown	11.39%	19.72%
Sharpe Ratio	-0.37	0.01
5Y Beta	0.02	0.06
5Y Dividends CAGR	21.55%	68.58%

Net Assets

SHAG

$47M

MINN

$47M

Expense Ratio

Winner

SHAG

0.12%

MINN

0.25%

Max Drawdown

Winner

SHAG

11.39%

MINN

19.72%

Sharpe Ratio

SHAG

-0.37

Winner

MINN

0.01

5Y Beta

Winner

SHAG

0.02

MINN

0.06

5Y Dividends CAGR

SHAG

21.55%

Winner

MINN

68.58%

SHAG vs MINN - Historical Returns

Returns include dividend reinvestment.

Period	SHAG	MINN
1 month	+0.86%	+0.32%
3 months	+0.99%	-0.67%
6 months	+0.51%	-2.13%
1 year	+3.22%	+3.98%
5 years(CAGR)	+1.76%	-0.62%
10 years(CAGR)	+2.20%	N/A
Max(CAGR)	+2.20%	-0.32%

Winner

SHAG

+0.86%

MINN

+0.32%

Winner

SHAG

+0.99%

MINN

-0.67%

Winner

SHAG

+0.51%

MINN

-2.13%

SHAG

+3.22%

Winner

MINN

+3.98%

5Y(CAGR)

Winner

SHAG

+1.76%

MINN

-0.62%

10Y(CAGR)

SHAG

+2.20%

MINN

N/A

Max(CAGR)

Winner

SHAG

+2.20%

MINN

-0.32%

SHAG vs MINN - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SHAG	MINN
2026	+1.36%	-0.87%
2025	+6.30%	+5.42%
2024	+4.49%	+0.38%
2023	+4.47%	+4.91%
2022	-6.19%	-12.06%
2021	-0.89%	+1.28%
2020	+4.56%	N/A
2019	+5.81%	N/A
2018	+0.88%	N/A
2017	-0.11%	N/A

SHAG vs MINN Drawdown Comparison

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

The maximum drawdown for MINN was -18.37%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current MINN drawdown is -3.76%.

Rank	SHAG	MINN
#1	-9.61% Aug 3, 2021 - Aug 2, 2024	-18.37% Jul 19, 2021 - Oct 31, 2022
#2	-5.80% Mar 6, 2020 - May 20, 2020	-0.77% Jun 15, 2021 - Jul 8, 2021
#3	-1.79% Sep 5, 2017 - Dec 24, 2018	-0.51% Apr 26, 2021 - Jun 7, 2021
#4	-1.38% Feb 27, 2026 - Aug 13, 2026	-0.14% Mar 16, 2021 - Mar 23, 2021
#5	-1.23% Sep 24, 2024 - Jan 27, 2025	-0.12% Apr 8, 2021 - Apr 12, 2021
#6	-1.09% Apr 3, 2025 - Apr 28, 2025	-0.10% Jun 10, 2021 - Jun 15, 2021
#7	-0.98% Sep 4, 2019 - Oct 3, 2019	-0.08% Mar 30, 2021 - Apr 6, 2021
#8	-0.86% Feb 10, 2021 - Jun 10, 2021	-0.04% Jul 12, 2021 - Jul 14, 2021
#9	-0.67% May 27, 2025 - Jun 23, 2025	-0.04% Jul 14, 2021 - Jul 16, 2021
#10	-0.60% Oct 3, 2019 - Dec 3, 2019	-0.04% Mar 26, 2021 - Mar 30, 2021
#11	-0.55% Apr 30, 2025 - May 27, 2025	-0.02% Apr 12, 2021 - Apr 15, 2021
#12	-0.52% Jun 30, 2025 - Aug 1, 2025	-0.02% Apr 16, 2021 - Apr 20, 2021
#13	-0.50% Feb 5, 2025 - Feb 21, 2025	-0.01% Apr 22, 2021 - Apr 26, 2021
#14	-0.45% Jun 10, 2021 - Jul 19, 2021	N/A
#15	-0.40% Jul 3, 2019 - Aug 1, 2019	N/A