BME vs WIW

Comparison between BlackRock Health Sciences Trust (BME, ETF) and Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF).

5-Year PerformanceBME has outperformed WIW, delivering a return of +5.9% compared to +0.6%

BME vs WIW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BME(ETF)	WIW(ETF)
Net Assets	$570M	$570M
Max Drawdown	44.61%	47.87%
Sharpe Ratio	2.10	-0.20
5Y Beta	0.44	0.17
5Y Dividends CAGR	7.26%	13.80%

Net Assets

Winner

BME

$570M

WIW

$570M

Max Drawdown

Winner

BME

44.61%

WIW

47.87%

Sharpe Ratio

Winner

BME

2.10

WIW

-0.20

5Y Beta

BME

0.44

Winner

WIW

0.17

5Y Dividends CAGR

BME

7.26%

Winner

WIW

13.80%

BME vs WIW - Historical Returns

Returns include dividend reinvestment.

Period	BME	WIW
1 month	+8.43%	+1.60%
3 months	+18.65%	+0.83%
6 months	+13.47%	+0.94%
1 year	+36.77%	+2.06%
5 years(CAGR)	+5.92%	+0.64%
10 years(CAGR)	+9.96%	+3.85%
Max(CAGR)	+11.43%	+3.22%

Winner

BME

+8.43%

WIW

+1.60%

Winner

BME

+18.65%

WIW

+0.83%

Winner

BME

+13.47%

WIW

+0.94%

Winner

BME

+36.77%

WIW

+2.06%

5Y(CAGR)

Winner

BME

+5.92%

WIW

+0.64%

10Y(CAGR)

Winner

BME

+9.96%

WIW

+3.85%

Max(CAGR)

Winner

BME

+11.43%

WIW

+3.22%

BME vs WIW - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	BME	WIW
2026	+18.00%	+3.36%
2025	+19.24%	+12.87%
2024	-0.39%	+3.83%
2023	-0.72%	+5.18%
2022	-3.83%	-24.22%
2021	+5.43%	+17.98%
2020	+17.46%	+11.08%
2019	+20.14%	+17.46%
2018	+6.52%	-8.61%
2017	+20.82%	+6.79%
2016	-11.56%	+11.57%
2015	+8.97%	-6.44%
2014	+35.48%	+3.15%
2013	+34.89%	-12.26%
2012	+19.82%	+6.82%
2011	+3.43%	+5.55%
2010	+8.16%	+8.36%
2009	+39.01%	+16.80%
2008	-19.73%	-4.76%
2007	+7.91%	+8.12%
2006	+16.02%	+1.29%
2005	+6.08%	-1.60%
2004	N/A	-8.66%

BME vs WIW Drawdown Comparison

The maximum drawdown for BME was -42.05%, occurring on Nov 20, 2008. Recovery took 480 trading sessions.

The maximum drawdown for WIW was -29.45%, occurring on Sep 29, 2022. This drawdown has not yet recovered.

The current WIW drawdown is -4.78%.

Rank	BME	WIW
#1	-42.05% Jan 14, 2008 - Dec 8, 2009	-29.45% Dec 31, 2021 - Sep 29, 2022
#2	-36.68% Feb 13, 2020 - Jul 7, 2020	-29.11% Jul 10, 2008 - Aug 19, 2009
#3	-25.46% Oct 2, 2018 - Nov 27, 2019	-24.98% Feb 21, 2020 - Nov 16, 2020
#4	-23.65% Aug 17, 2015 - Jul 5, 2017	-20.83% Mar 10, 2004 - Jan 2, 2008
#5	-21.66% Jun 30, 2011 - Mar 27, 2012	-16.93% Apr 8, 2013 - Sep 20, 2017
#6	-18.29% Dec 30, 2021 - Jul 15, 2024	-10.95% Jan 12, 2018 - Jun 20, 2019
#7	-14.73% Apr 9, 2010 - Oct 5, 2010	-7.15% Nov 10, 2010 - Jul 29, 2011
#8	-14.36% Oct 14, 2024 - Nov 7, 2025	-4.73% Dec 1, 2009 - Apr 26, 2010
#9	-13.92% Mar 17, 2006 - Aug 21, 2006	-4.67% Nov 11, 2021 - Dec 31, 2021
#10	-12.95% Apr 17, 2007 - Dec 26, 2007	-4.46% Feb 9, 2021 - Apr 19, 2021
#11	-11.08% Nov 28, 2014 - Mar 5, 2015	-4.13% May 6, 2010 - Aug 9, 2010
#12	-11.03% Feb 27, 2026 - Jun 25, 2026	-4.11% Aug 18, 2011 - Jan 4, 2012
#13	-10.97% Jan 20, 2021 - Jul 12, 2021	-3.95% Feb 6, 2008 - Apr 14, 2008
#14	-10.91% Mar 5, 2014 - Oct 3, 2014	-2.91% Jun 15, 2021 - Jul 6, 2021
#15	-10.23% Jan 26, 2018 - May 24, 2018	-2.82% Dec 31, 2020 - Jan 19, 2021

Correlation

Correlation between BME and WIW is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2004 - 2026)

BME vs WIW dividend yield comparison.

Year	BME	WIW
2026	4.54%	5.98%
2025	7.65%	8.68%
2024	6.87%	8.78%
2023	6.32%	10.38%
2022	5.87%	11.81%
2021	5.03%	6.93%
2020	5.04%	3.20%
2019	5.65%	3.74%
2018	6.58%	4.26%
2017	6.58%	3.70%
2016	9.45%	3.61%
2015	17.04%	3.91%
2014	9.83%	3.85%
2013	9.86%	3.36%
2012	8.52%	2.79%
2011	9.95%	4.20%
2010	8.53%	3.81%
2009	5.86%	4.15%
2008	8.59%	8.65%
2007	7.66%	6.31%
2006	9.67%	5.45%
2005	4.55%	7.92%
2004	0.00%	6.78%