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STK vs AGGY

Comparison between Columbia Seligman Premium Technology Growth Fund Inc (STK, ETF) and WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF).

5-Year PerformanceSTK has outperformed AGGY, delivering a return of +19.1% compared to +0.1%

STK vs AGGY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
STK
$889M
AGGY
$886M
Expense Ratio
STK
N/A
AGGY
0.12%
Max Drawdown
STK
42.81%
Winner
AGGY
25.66%
Sharpe Ratio
Winner
STK
2.57
AGGY
0.31
5Y Beta
STK
1.21
Winner
AGGY
0.08
5Y Dividends CAGR
Winner
STK
11.43%
AGGY
6.54%

STK vs AGGY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
STK
+1.59%
AGGY
-0.05%
3M
Winner
STK
+30.80%
AGGY
-0.80%
6M
Winner
STK
+37.43%
AGGY
+0.30%
1Y
Winner
STK
+89.43%
AGGY
+5.17%
5Y(CAGR)
Winner
STK
+19.09%
AGGY
+0.07%
10Y(CAGR)
Winner
STK
+23.24%
AGGY
+1.70%
Max(CAGR)
Winner
STK
+17.14%
AGGY
+2.01%

STK vs AGGY - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSTKAGGY
2026+40.09%+0.25%
2025+24.13%+7.43%
2024+22.56%+2.28%
2023+47.44%+6.76%
2022-31.22%-14.68%
2021+50.64%-1.57%
2020+23.79%+5.67%
2019+50.23%+11.67%
2018-15.95%-1.38%
2017+35.18%+5.09%
2016+18.99%+4.40%
2015+3.93%-0.59%
2014+48.11%N/A
2013+8.83%N/A
2012+1.77%N/A
2011-10.70%N/A
2010+5.37%N/A
2009-0.05%N/A

STK vs AGGY Drawdown Comparison

The maximum drawdown for STK was -41.74%, occurring on Mar 18, 2020. Recovery took 187 trading sessions.

The maximum drawdown for AGGY was -20.98%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current STK drawdown is -11.56%. The current AGGY drawdown is -2.61%.

RankSTKAGGY
#1-41.74%
Feb 13, 2020 - Nov 9, 2020
-20.98%
Aug 6, 2020 - Oct 24, 2022
#2-36.30%
Nov 16, 2021 - Dec 28, 2023
-13.53%
Mar 6, 2020 - Jul 9, 2020
#3-29.38%
Mar 12, 2018 - Apr 12, 2019
-4.96%
Sep 7, 2016 - Jun 26, 2017
#4-26.59%
Jan 23, 2025 - Sep 8, 2025
-4.15%
Dec 15, 2017 - Feb 8, 2019
#5-25.38%
Feb 17, 2011 - Mar 16, 2012
-2.17%
Sep 4, 2019 - Jan 3, 2020
#6-24.65%
Mar 30, 2012 - Feb 7, 2014
-1.97%
Oct 27, 2015 - Feb 8, 2016
#7-22.71%
Jun 22, 2015 - Nov 10, 2015
-1.32%
Jun 26, 2017 - Jul 21, 2017
#8-22.27%
Nov 10, 2015 - Jul 27, 2016
-1.05%
Feb 11, 2016 - Mar 14, 2016
#9-15.58%
Dec 18, 2009 - Nov 9, 2010
-1.04%
May 11, 2016 - Jun 3, 2016
#10-14.71%
Sep 18, 2014 - Nov 11, 2014
-1.00%
Sep 7, 2017 - Dec 13, 2017
#11-13.95%
Jul 10, 2024 - Oct 14, 2024
-0.95%
Jul 3, 2019 - Aug 1, 2019
#12-13.27%
Jan 12, 2018 - Mar 8, 2018
-0.77%
Jul 29, 2016 - Aug 22, 2016
#13-12.81%
Nov 3, 2025 - Jan 6, 2026
-0.72%
Aug 24, 2015 - Oct 5, 2015
#14-12.75%
Mar 1, 2024 - Jun 13, 2024
-0.62%
Jul 9, 2015 - Aug 24, 2015
#15-12.36%
Feb 25, 2026 - Apr 9, 2026
-0.62%
Mar 28, 2019 - Apr 26, 2019

Correlation

Correlation between STK and AGGY is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

Dividend Comparison (2010 - 2026)

STK vs AGGY dividend yield comparison.

YearSTKAGGY
20261.81%1.86%
20257.38%4.48%
202416.02%4.38%
20236.70%3.78%
202212.62%2.77%
20218.48%2.10%
20206.79%2.96%
20197.86%3.02%
201814.88%3.36%
201711.82%2.78%
20169.87%3.19%
201510.32%1.27%
20149.77%0.00%
201312.86%0.00%
201212.75%0.00%
201111.81%0.00%
20109.65%0.00%

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