WEEL vs AGGS
Comparison between PEERLESS OPTION INCOME WHEEL ETF (WEEL, ETF) and HARBOR DISCIPLINED BOND ETF (AGGS, ETF).
WEEL vs AGGS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WEEL
$39M
Winner
AGGS
$39M
Expense Ratio
WEEL
0.99%
Winner
AGGS
0.35%
Max Drawdown
WEEL
21.97%
Winner
AGGS
6.43%
Sharpe Ratio
Winner
WEEL
1.40
AGGS
0.19
5Y Beta
WEEL
0.68
Winner
AGGS
0.05
WEEL vs AGGS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WEEL
+2.08%
AGGS
-0.38%
3M
Winner
WEEL
+2.13%
AGGS
-0.26%
6M
Winner
WEEL
+5.28%
AGGS
+0.02%
1Y
Winner
WEEL
+16.34%
AGGS
+4.16%
Max(CAGR)
Winner
WEEL
+12.70%
AGGS
+5.26%
WEEL vs AGGS - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | WEEL | AGGS |
|---|---|---|
| 2026 | +6.37% | +0.20% |
| 2025 | +17.60% | +7.38% |
| 2024 | +3.36% | +4.20% |
WEEL vs AGGS Drawdown Comparison
The maximum drawdown for WEEL was -17.43%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.
The maximum drawdown for AGGS was -4.66%, occurring on Jan 13, 2025. Recovery took 196 trading sessions.
The current AGGS drawdown is -1.64%.
| Rank | WEEL | AGGS |
|---|---|---|
| #1 | -17.43% Feb 10, 2025 - Jun 23, 2025 | -4.66% Sep 16, 2024 - Jun 30, 2025 |
| #2 | -4.83% Jul 15, 2024 - Aug 23, 2024 | -2.84% Feb 27, 2026 - May 19, 2026 |
| #3 | -4.61% Dec 3, 2024 - Jan 21, 2025 | -1.38% Jun 18, 2024 - Jul 11, 2024 |
| #4 | -4.56% Feb 25, 2026 - Apr 13, 2026 | -1.33% May 15, 2024 - Jun 4, 2024 |
| #5 | -2.67% Nov 11, 2025 - Nov 25, 2025 | -1.26% Jun 30, 2025 - Aug 1, 2025 |
| #6 | -2.46% Jan 22, 2026 - Feb 20, 2026 | -1.15% Aug 2, 2024 - Aug 20, 2024 |
| #7 | -2.36% Aug 23, 2024 - Sep 13, 2024 | -0.93% Jun 6, 2024 - Jun 13, 2024 |
| #8 | -2.31% Jun 4, 2026 - Jun 15, 2026 | -0.93% Oct 28, 2025 - Nov 26, 2025 |
| #9 | -1.92% Jun 15, 2026 - Jul 6, 2026 | -0.90% Jul 17, 2024 - Jul 31, 2024 |
| #10 | -1.71% Nov 7, 2024 - Nov 25, 2024 | -0.85% Nov 26, 2025 - Jan 14, 2026 |
| #11 | -1.58% Apr 17, 2026 - May 11, 2026 | -0.73% Aug 4, 2025 - Aug 28, 2025 |
| #12 | -1.56% May 11, 2026 - May 26, 2026 | -0.68% Jan 14, 2026 - Feb 5, 2026 |
| #13 | -1.45% Oct 8, 2025 - Oct 14, 2025 | -0.63% Sep 16, 2025 - Oct 2, 2025 |
| #14 | -1.43% Oct 27, 2025 - Nov 11, 2025 | -0.47% Aug 23, 2024 - Sep 4, 2024 |
| #15 | -1.38% Jul 25, 2025 - Aug 5, 2025 | -0.39% Aug 28, 2025 - Sep 3, 2025 |
Correlation
Correlation between WEEL and AGGS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
WEEL vs AGGS dividend yield comparison.
| Year | WEEL | AGGS |
|---|---|---|
| 2026 | 5.96% | 2.12% |
| 2025 | 12.72% | 5.43% |
| 2024 | 6.88% | 3.38% |
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