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TPYP vs AGGY

Comparison between TORTOISE NORTH AMERICAN PIPELINE ETF (TPYP, ETF) and WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND (AGGY, ETF).

5-Year PerformanceTPYP has outperformed AGGY, delivering a return of +18.0% compared to +0.1%

TPYP vs AGGY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TPYP
$895M
AGGY
$886M
Expense Ratio
TPYP
0.40%
Winner
AGGY
0.12%
Max Drawdown
TPYP
53.78%
Winner
AGGY
25.66%
Sharpe Ratio
Winner
TPYP
1.45
AGGY
0.31
5Y Beta
TPYP
0.42
Winner
AGGY
0.08
P/E Ratio
TPYP
22.75
AGGY
N/A
Forward P/E
TPYP
16.99
AGGY
N/A
PEG Ratio
TPYP
0.24
AGGY
N/A
5Y Dividends CAGR
Winner
TPYP
11.48%
AGGY
6.54%
5Y EPS CAGR
TPYP
19.12%
AGGY
N/A
P/S Ratio
TPYP
1.82
AGGY
N/A
P/B Ratio
TPYP
2.91
AGGY
N/A

TPYP vs AGGY - Historical Returns

Returns include dividend reinvestment.

1M
TPYP
-1.53%
Winner
AGGY
-0.05%
3M
Winner
TPYP
+1.98%
AGGY
-0.80%
6M
Winner
TPYP
+19.60%
AGGY
+0.30%
1Y
Winner
TPYP
+23.83%
AGGY
+5.17%
5Y(CAGR)
Winner
TPYP
+17.96%
AGGY
+0.07%
10Y(CAGR)
Winner
TPYP
+11.88%
AGGY
+1.70%
Max(CAGR)
Winner
TPYP
+9.76%
AGGY
+2.01%

TPYP vs AGGY - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearTPYPAGGY
2026+20.09%+0.25%
2025+5.69%+7.43%
2024+36.44%+2.28%
2023+12.49%+6.76%
2022+14.72%-14.68%
2021+35.79%-1.57%
2020-20.62%+5.67%
2019+21.98%+11.67%
2018-12.40%-1.38%
2017+1.52%+5.09%
2016+37.46%+4.40%
2015-28.32%-0.59%

TPYP vs AGGY Drawdown Comparison

The maximum drawdown for TPYP was -51.91%, occurring on Mar 18, 2020. Recovery took 461 trading sessions.

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

The current TPYP drawdown is -4.34%. The current AGGY drawdown is -2.61%.

RankTPYPAGGY
#1-51.91%
Jul 11, 2019 - May 10, 2021
-20.98%
Aug 6, 2020 - Oct 24, 2022
#2-38.23%
Jun 30, 2015 - Sep 8, 2016
-13.53%
Mar 6, 2020 - Jul 9, 2020
#3-21.02%
Aug 22, 2018 - Mar 20, 2019
-4.96%
Sep 7, 2016 - Jun 26, 2017
#4-17.93%
Jun 7, 2022 - Jan 3, 2024
-4.15%
Dec 15, 2017 - Feb 8, 2019
#5-14.35%
Jan 23, 2018 - Jul 19, 2018
-2.17%
Sep 4, 2019 - Jan 3, 2020
#6-13.17%
Apr 2, 2025 - Sep 24, 2025
-1.97%
Oct 27, 2015 - Feb 8, 2016
#7-11.61%
Jun 16, 2021 - Oct 14, 2021
-1.32%
Jun 26, 2017 - Jul 21, 2017
#8-10.82%
Oct 20, 2021 - Jan 12, 2022
-1.05%
Feb 11, 2016 - Mar 14, 2016
#9-9.91%
Nov 29, 2024 - Jan 16, 2025
-1.04%
May 11, 2016 - Jun 3, 2016
#10-9.17%
Sep 8, 2016 - Dec 23, 2016
-1.00%
Sep 7, 2017 - Dec 13, 2017
#11-8.30%
Feb 3, 2017 - Jan 3, 2018
-0.95%
Jul 3, 2019 - Aug 1, 2019
#12-7.89%
Jan 21, 2025 - Apr 2, 2025
-0.77%
Jul 29, 2016 - Aug 22, 2016
#13-7.44%
Apr 20, 2022 - Jun 1, 2022
-0.72%
Aug 24, 2015 - Oct 5, 2015
#14-6.84%
May 19, 2026 - Jun 1, 2026
-0.62%
Jul 9, 2015 - Aug 24, 2015
#15-6.79%
Sep 26, 2025 - Jan 21, 2026
-0.62%
Mar 28, 2019 - Apr 26, 2019

Correlation

Correlation between TPYP and AGGY is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38
-101

Dividend Comparison (2015 - 2026)

TPYP vs AGGY dividend yield comparison.

YearTPYPAGGY
20260.80%1.86%
20253.91%4.48%
20243.95%4.38%
20234.83%3.78%
20224.48%2.77%
20214.86%2.10%
20206.14%2.96%
20194.45%3.02%
20184.58%3.36%
20173.71%2.78%
20163.49%3.19%
20152.56%1.27%

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