SHAG vs TMLP
Comparison between WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF) and Tortoise MLP ETF (TMLP, ETF).
SHAG vs TMLP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHAG
$43M
TMLP
$43M
Expense Ratio
Winner
SHAG
0.12%
TMLP
0.50%
Max Drawdown
SHAG
11.39%
Winner
TMLP
7.81%
Sharpe Ratio
SHAG
-0.10
Winner
TMLP
2.57
5Y Beta
SHAG
0.02
Winner
TMLP
-0.16
5Y Dividends CAGR
SHAG
18.46%
TMLP
N/A
SHAG vs TMLP - Historical Returns
Returns include dividend reinvestment.
1M
SHAG
-0.21%
Winner
TMLP
-0.15%
3M
SHAG
-0.37%
Winner
TMLP
+2.82%
6M
SHAG
+0.63%
Winner
TMLP
+17.58%
1Y
SHAG
+3.62%
TMLP
N/A
5Y(CAGR)
SHAG
+1.56%
TMLP
N/A
10Y(CAGR)
SHAG
+2.12%
TMLP
N/A
Max(CAGR)
SHAG
+2.12%
Winner
TMLP
+43.44%
SHAG vs TMLP - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SHAG | TMLP |
|---|---|---|
| 2026 | +0.23% | +16.80% |
| 2025 | +6.30% | +0.05% |
| 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 TMLP Drawdown Comparison
The maximum drawdown for SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.
The maximum drawdown for TMLP was -6.20%, occurring on Apr 17, 2026. Recovery took 24 trading sessions.
The current SHAG drawdown is -0.78%. The current TMLP drawdown is -3.90%.
| Rank | SHAG | TMLP |
|---|---|---|
| #1 | -9.61% Aug 3, 2021 - Aug 2, 2024 | -6.20% Mar 26, 2026 - Apr 30, 2026 |
| #2 | -5.80% Mar 6, 2020 - May 20, 2020 | -5.95% May 19, 2026 - May 29, 2026 |
| #3 | -1.79% Sep 5, 2017 - Dec 24, 2018 | -2.45% May 4, 2026 - May 12, 2026 |
| #4 | -1.38% Feb 27, 2026 - Mar 26, 2026 | -2.00% Mar 2, 2026 - Mar 19, 2026 |
| #5 | -1.23% Sep 24, 2024 - Jan 27, 2025 | -1.68% Jan 2, 2026 - Jan 12, 2026 |
| #6 | -1.09% Apr 3, 2025 - Apr 28, 2025 | -1.30% Jan 29, 2026 - Feb 3, 2026 |
| #7 | -0.98% Sep 4, 2019 - Oct 3, 2019 | -0.63% Apr 30, 2026 - May 4, 2026 |
| #8 | -0.86% Feb 10, 2021 - Jun 10, 2021 | -0.58% Jan 16, 2026 - Jan 22, 2026 |
| #9 | -0.67% May 27, 2025 - Jun 23, 2025 | -0.57% Feb 23, 2026 - Feb 27, 2026 |
| #10 | -0.60% Oct 3, 2019 - Dec 3, 2019 | -0.52% Mar 24, 2026 - Mar 26, 2026 |
| #11 | -0.55% Apr 30, 2025 - May 27, 2025 | -0.35% Jan 14, 2026 - Jan 16, 2026 |
| #12 | -0.52% Jun 30, 2025 - Aug 1, 2025 | -0.30% Mar 19, 2026 - Mar 23, 2026 |
| #13 | -0.50% Feb 5, 2025 - Feb 21, 2025 | -0.28% Jan 23, 2026 - Jan 27, 2026 |
| #14 | -0.45% Jun 10, 2021 - Jul 19, 2021 | -0.21% Dec 24, 2025 - Dec 30, 2025 |
| #15 | -0.40% Jul 3, 2019 - Aug 1, 2019 | -0.21% Feb 11, 2026 - Feb 13, 2026 |
Correlation
Correlation between SHAG and TMLP is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.36
-101
Dividend Comparison (2017 - 2026)
SHAG vs TMLP dividend yield comparison.
| Year | SHAG | TMLP |
|---|---|---|
| 2026 | 1.81% | 2.00% |
| 2025 | 4.33% | 0.04% |
| 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% |
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