PUTW vs. AGGY
Compare and contrast key facts about WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) and WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY).
PUTW and AGGY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PUTW is a passively managed fund by WisdomTree that tracks the performance of the CBOE S&P 500 PutWrite Index. It was launched on Feb 24, 2016. AGGY is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg US Aggregate Yield Enhanced. It was launched on Jul 9, 2015. Both PUTW and AGGY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PUTW or AGGY.
Correlation
The correlation between PUTW and AGGY is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PUTW vs. AGGY - Performance Comparison
Key characteristics
PUTW:
0.46
AGGY:
1.13
PUTW:
0.69
AGGY:
1.63
PUTW:
1.11
AGGY:
1.21
PUTW:
0.47
AGGY:
0.48
PUTW:
1.90
AGGY:
3.32
PUTW:
3.45%
AGGY:
2.01%
PUTW:
14.33%
AGGY:
5.88%
PUTW:
-28.40%
AGGY:
-20.98%
PUTW:
-7.99%
AGGY:
-7.55%
Returns By Period
In the year-to-date period, PUTW achieves a -4.30% return, which is significantly lower than AGGY's 2.07% return.
PUTW
-4.30%
-2.27%
-3.20%
5.90%
11.69%
N/A
AGGY
2.07%
0.51%
1.36%
7.01%
-0.77%
N/A
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PUTW vs. AGGY - Expense Ratio Comparison
PUTW has a 0.44% expense ratio, which is higher than AGGY's 0.12% expense ratio.
Risk-Adjusted Performance
PUTW vs. AGGY — Risk-Adjusted Performance Rank
PUTW
AGGY
PUTW vs. AGGY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) and WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PUTW vs. AGGY - Dividend Comparison
PUTW's dividend yield for the trailing twelve months is around 11.90%, more than AGGY's 4.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PUTW WisdomTree CBOE S&P 500 PutWrite Strategy Fund | 11.90% | 11.99% | 8.94% | 3.27% | 0.00% | 1.43% | 1.47% | 6.46% | 3.52% | 2.27% | 0.00% |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 4.49% | 4.38% | 3.78% | 2.77% | 2.10% | 2.96% | 3.02% | 3.36% | 2.78% | 3.19% | 1.27% |
Drawdowns
PUTW vs. AGGY - Drawdown Comparison
The maximum PUTW drawdown since its inception was -28.40%, which is greater than AGGY's maximum drawdown of -20.98%. Use the drawdown chart below to compare losses from any high point for PUTW and AGGY. For additional features, visit the drawdowns tool.
Volatility
PUTW vs. AGGY - Volatility Comparison
WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) has a higher volatility of 9.82% compared to WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) at 3.11%. This indicates that PUTW's price experiences larger fluctuations and is considered to be riskier than AGGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.