BLW vs IGLD

Comparison between BlackRock Ltd Duration Income Trust (BLW, ETF) and FT VEST GOLD STRATEGY TARGET INCOME ETF (IGLD, ETF).

5-Year PerformanceIGLD has outperformed BLW, delivering a return of +15.0% compared to +3.4%

BLW vs IGLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLW(ETF)	IGLD(ETF)
Net Assets	$514M	$514M
Expense Ratio	N/A	0.85%
Max Drawdown	53.45%	31.48%
Sharpe Ratio	-0.31	0.91
5Y Beta	0.30	0.19
5Y Dividends CAGR	4.57%	79.42%

Net Assets

Winner

BLW

$514M

IGLD

$514M

Expense Ratio

BLW

N/A

IGLD

0.85%

Max Drawdown

BLW

53.45%

Winner

IGLD

31.48%

Sharpe Ratio

BLW

-0.31

Winner

IGLD

0.91

5Y Beta

BLW

0.30

Winner

IGLD

0.19

5Y Dividends CAGR

BLW

4.57%

Winner

IGLD

79.42%

BLW vs IGLD - Historical Returns

Returns include dividend reinvestment.

Period	BLW	IGLD
1 month	+2.81%	+12.43%
3 months	+5.61%	+2.19%
6 months	-1.08%	-9.88%
1 year	+0.77%	+26.94%
5 years(CAGR)	+3.44%	+15.00%
10 years(CAGR)	+6.36%	N/A
Max(CAGR)	+6.38%	+14.05%

BLW

+2.81%

Winner

IGLD

+12.43%

Winner

BLW

+5.61%

IGLD

+2.19%

Winner

BLW

-1.08%

IGLD

-9.88%

BLW

+0.77%

Winner

IGLD

+26.94%

5Y(CAGR)

BLW

+3.44%

Winner

IGLD

+15.00%

10Y(CAGR)

BLW

+6.36%

IGLD

N/A

Max(CAGR)

BLW

+6.38%

Winner

IGLD

+14.05%

BLW vs IGLD - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	BLW	IGLD
2026	+0.12%	+4.59%
2025	+6.59%	+46.37%
2024	+10.99%	+18.90%
2023	+17.58%	+7.19%
2022	-13.83%	-1.37%
2021	+15.47%	+4.28%
2020	+5.10%	N/A
2019	+29.26%	N/A
2018	-10.83%	N/A
2017	+10.73%	N/A
2016	+15.15%	N/A
2015	+0.64%	N/A
2014	-0.89%	N/A
2013	-0.84%	N/A
2012	+22.20%	N/A
2011	+6.25%	N/A
2010	+19.07%	N/A
2009	+41.15%	N/A
2008	-25.24%	N/A
2007	-8.08%	N/A
2006	+19.10%	N/A
2005	-8.69%	N/A
2004	+15.50%	N/A
2003	-2.24%	N/A

BLW vs IGLD Drawdown Comparison

The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.

The maximum drawdown for IGLD was -23.83%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The current BLW drawdown is -2.23%. The current IGLD drawdown is -12.52%.

Rank	BLW	IGLD
#1	-44.04% Apr 16, 2007 - Feb 26, 2010	-23.83% Mar 2, 2026 - Jun 24, 2026
#2	-41.88% Jan 24, 2020 - Nov 24, 2020	-18.59% Mar 8, 2022 - Mar 27, 2024
#3	-26.26% Nov 12, 2021 - Mar 1, 2024	-11.59% Jan 28, 2026 - Mar 2, 2026
#4	-16.95% Jun 29, 2011 - Mar 23, 2012	-9.19% Jun 2, 2021 - Mar 1, 2022
#5	-14.04% May 24, 2013 - May 27, 2016	-7.58% Oct 20, 2025 - Dec 17, 2025
#6	-13.50% Jan 16, 2018 - Apr 11, 2019	-7.48% Oct 30, 2024 - Feb 4, 2025
#7	-13.28% Feb 7, 2005 - Feb 21, 2006	-5.34% Mar 31, 2025 - Apr 10, 2025
#8	-11.64% Apr 1, 2004 - Sep 22, 2004	-5.15% Apr 21, 2025 - Jun 2, 2025
#9	-11.19% Feb 18, 2026 - Mar 30, 2026	-3.97% May 21, 2024 - Jul 11, 2024
#10	-11.09% May 3, 2010 - Jul 26, 2010	-3.74% Dec 26, 2025 - Jan 12, 2026
#11	-10.56% Mar 3, 2025 - May 13, 2025	-3.59% Jul 22, 2025 - Aug 28, 2025
#12	-10.46% Nov 8, 2010 - Mar 29, 2011	-3.54% Jun 13, 2025 - Jul 22, 2025
#13	-6.43% May 11, 2012 - Jun 26, 2012	-3.16% Mar 17, 2021 - Apr 8, 2021
#14	-6.10% Oct 26, 2012 - Nov 23, 2012	-2.60% Jul 16, 2024 - Aug 12, 2024
#15	-5.78% Mar 27, 2012 - May 1, 2012	-2.45% Apr 16, 2024 - May 10, 2024

Correlation

Correlation between BLW and IGLD is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2003 - 2026)

BLW vs IGLD dividend yield comparison.

Year	BLW	IGLD
2026	7.07%	14.24%
2025	9.89%	9.91%
2024	9.39%	20.81%
2023	8.63%	7.85%
2022	8.26%	4.45%
2021	6.99%	2.24%
2020	7.39%	0.00%
2019	6.27%	0.00%
2018	7.14%	0.00%
2017	6.24%	0.00%
2016	9.68%	0.00%
2015	8.26%	0.00%
2014	8.24%	0.00%
2013	7.47%	0.00%
2012	7.55%	0.00%
2011	8.05%	0.00%
2010	6.68%	0.00%
2009	6.60%	0.00%
2008	12.65%	0.00%
2007	10.28%	0.00%
2006	7.85%	0.00%
2005	8.76%	0.00%
2004	7.62%	0.00%
2003	3.30%	0.00%