SHAG vs SARK

Comparison between WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF) and TRADR 1X SHORT INNOVATION DAILY ETF (SARK, ETF).

5-Year PerformanceSHAG has outperformed SARK, delivering a return of +1.5% compared to -12.5%

SHAG vs SARK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHAG(ETF)	SARK(ETF)
Net Assets	$43M	$43M
Expense Ratio	0.12%	0.92%
Max Drawdown	11.39%	88.78%
Sharpe Ratio	-0.29	-0.22
5Y Beta	0.02	-2.75
5Y Dividends CAGR	22.32%	N/A

Net Assets

SHAG

$43M

Winner

SARK

$43M

Expense Ratio

Winner

SHAG

0.12%

SARK

0.92%

Max Drawdown

Winner

SHAG

11.39%

SARK

88.78%

Sharpe Ratio

SHAG

-0.29

Winner

SARK

-0.22

5Y Beta

SHAG

0.02

Winner

SARK

-2.75

5Y Dividends CAGR

SHAG

22.32%

SARK

N/A

SHAG vs SARK - Historical Returns

Returns include dividend reinvestment.

Period	SHAG	SARK
1 month	-0.04%	+3.37%
3 months	-0.17%	+1.03%
6 months	+0.33%	+2.46%
1 year	+3.17%	-6.69%
5 years(CAGR)	+1.53%	-12.46%
10 years(CAGR)	+2.11%	N/A
Max(CAGR)	+2.11%	-12.46%

SHAG

-0.04%

Winner

SARK

+3.37%

SHAG

-0.17%

Winner

SARK

+1.03%

SHAG

+0.33%

Winner

SARK

+2.46%

Winner

SHAG

+3.17%

SARK

-6.69%

5Y(CAGR)

Winner

SHAG

+1.53%

SARK

-12.46%

10Y(CAGR)

SHAG

+2.11%

SARK

N/A

Max(CAGR)

Winner

SHAG

+2.11%

SARK

-12.46%

SHAG vs SARK - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SHAG	SARK
2026	+0.41%	-1.05%
2025	+6.30%	-25.60%
2024	+4.49%	-39.17%
2023	+4.47%	-47.64%
2022	-6.19%	+87.09%
2021	-0.89%	+20.78%
2020	+4.56%	N/A
2019	+5.81%	N/A
2018	+0.88%	N/A
2017	-0.11%	N/A

SHAG vs SARK Drawdown Comparison

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

The maximum drawdown for SARK was -81.20%, occurring on Oct 8, 2025. This drawdown has not yet recovered.

The current SHAG drawdown is -0.60%. The current SARK drawdown is -78.75%.

Rank	SHAG	SARK
#1	-9.61% Aug 3, 2021 - Aug 2, 2024	-81.20% May 11, 2022 - Oct 8, 2025
#2	-5.80% Mar 6, 2020 - May 20, 2020	-28.91% Mar 14, 2022 - Apr 28, 2022
#3	-1.79% Sep 5, 2017 - Dec 24, 2018	-14.96% Jan 27, 2022 - Feb 22, 2022
#4	-1.38% Feb 27, 2026 - Mar 26, 2026	-14.33% Feb 23, 2022 - Mar 7, 2022
#5	-1.23% Sep 24, 2024 - Jan 27, 2025	-10.56% Apr 29, 2022 - May 6, 2022
#6	-1.09% Apr 3, 2025 - Apr 28, 2025	-9.91% Dec 3, 2021 - Dec 16, 2021
#7	-0.98% Sep 4, 2019 - Oct 3, 2019	-7.93% Dec 16, 2021 - Jan 5, 2022
#8	-0.86% Feb 10, 2021 - Jun 10, 2021	-5.94% Mar 7, 2022 - Mar 11, 2022
#9	-0.67% May 27, 2025 - Jun 23, 2025	-3.01% Jan 7, 2022 - Jan 13, 2022
#10	-0.60% Oct 3, 2019 - Dec 3, 2019	-2.40% Jan 21, 2022 - Jan 25, 2022
#11	-0.55% Apr 30, 2025 - May 27, 2025	-1.96% Nov 23, 2021 - Dec 1, 2021
#12	-0.52% Jun 30, 2025 - Aug 1, 2025	-1.75% Nov 10, 2021 - Nov 18, 2021
#13	-0.50% Feb 5, 2025 - Feb 21, 2025	-0.44% Jan 13, 2022 - Jan 18, 2022
#14	-0.45% Jun 10, 2021 - Jul 19, 2021	-0.30% Dec 1, 2021 - Dec 3, 2021
#15	-0.40% Jul 3, 2019 - Aug 1, 2019	-0.15% Jan 19, 2022 - Jan 21, 2022

Correlation

Correlation between SHAG and SARK is -0.94 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.94

-101