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SHAG vs PULT

Comparison between WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF) and Putnam ESG Ultra Short ETF (PULT, ETF).

SHAG vs PULT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SHAG
$43M
Winner
PULT
$43M
Expense Ratio
Winner
SHAG
0.12%
PULT
0.25%
Max Drawdown
SHAG
11.39%
Winner
PULT
1.10%
Sharpe Ratio
SHAG
-0.10
Winner
PULT
0.48
5Y Beta
SHAG
0.02
Winner
PULT
-0.00
5Y Dividends CAGR
SHAG
18.46%
PULT
N/A

SHAG vs PULT - Historical Returns

Returns include dividend reinvestment.

1M
SHAG
-0.21%
Winner
PULT
+0.16%
3M
SHAG
-0.37%
Winner
PULT
+0.59%
6M
SHAG
+0.63%
Winner
PULT
+1.49%
1Y
SHAG
+3.62%
Winner
PULT
+4.05%
5Y(CAGR)
SHAG
+1.56%
PULT
N/A
10Y(CAGR)
SHAG
+2.12%
PULT
N/A
Max(CAGR)
SHAG
+2.12%
Winner
PULT
+5.20%

SHAG vs PULT - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearSHAGPULT
2026+0.23%+1.07%
2025+6.30%+5.06%
2024+4.49%+5.95%
2023+4.47%+5.46%
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 PULT Drawdown Comparison

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

The maximum drawdown for PULT was -0.43%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current SHAG drawdown is -0.78%. The current PULT drawdown is -0.43%.

RankSHAGPULT
#1-9.61%
Aug 3, 2021 - Aug 2, 2024
-0.43%
Jun 2, 2026 - Jun 5, 2026
#2-5.80%
Mar 6, 2020 - May 20, 2020
-0.34%
Mar 14, 2023 - Apr 6, 2023
#3-1.79%
Sep 5, 2017 - Dec 24, 2018
-0.22%
Apr 4, 2025 - Apr 17, 2025
#4-1.38%
Feb 27, 2026 - Mar 26, 2026
-0.18%
Oct 20, 2025 - Nov 6, 2025
#5-1.23%
Sep 24, 2024 - Jan 27, 2025
-0.14%
Jan 3, 2024 - Jan 10, 2024
#6-1.09%
Apr 3, 2025 - Apr 28, 2025
-0.12%
May 29, 2026 - Jun 2, 2026
#7-0.98%
Sep 4, 2019 - Oct 3, 2019
-0.12%
Mar 11, 2026 - Mar 31, 2026
#8-0.86%
Feb 10, 2021 - Jun 10, 2021
-0.10%
Feb 13, 2026 - Mar 11, 2026
#9-0.67%
May 27, 2025 - Jun 23, 2025
-0.09%
Feb 1, 2024 - Feb 7, 2024
#10-0.60%
Oct 3, 2019 - Dec 3, 2019
-0.08%
Feb 2, 2023 - Feb 14, 2023
#11-0.55%
Apr 30, 2025 - May 27, 2025
-0.08%
Mar 3, 2023 - Mar 8, 2023
#12-0.52%
Jun 30, 2025 - Aug 1, 2025
-0.08%
Jun 8, 2023 - Jun 20, 2023
#13-0.50%
Feb 5, 2025 - Feb 21, 2025
-0.08%
Apr 2, 2026 - Apr 10, 2026
#14-0.45%
Jun 10, 2021 - Jul 19, 2021
-0.08%
Dec 17, 2024 - Dec 24, 2024
#15-0.40%
Jul 3, 2019 - Aug 1, 2019
-0.07%
May 5, 2023 - May 11, 2023

Correlation

Correlation between SHAG and PULT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2017 - 2026)

SHAG vs PULT dividend yield comparison.

YearSHAGPULT
20261.81%1.58%
20254.33%4.59%
20244.49%5.38%
20233.04%4.88%
20221.38%0.00%
20210.92%0.00%
20202.33%0.00%
20192.71%0.00%
20182.56%0.00%
20170.77%0.00%

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