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DDFA vs IGI

Comparison between Innovator Equity Dual Directional 15 Buffer ETF April (DDFA, ETF) and Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF).

DDFA vs IGI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DDFA
$104M
Winner
IGI
$104M
Expense Ratio
DDFA
0.79%
IGI
N/A
Max Drawdown
Winner
DDFA
1.04%
IGI
37.46%
Sharpe Ratio
Winner
DDFA
4.63
IGI
-0.04
5Y Beta
DDFA
0.27
Winner
IGI
0.13
5Y Dividends CAGR
DDFA
N/A
IGI
2.61%

DDFA vs IGI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DDFA
+0.45%
IGI
+0.13%
3M
DDFA
N/A
IGI
+1.34%
6M
DDFA
N/A
IGI
+0.56%
1Y
DDFA
N/A
IGI
+2.77%
5Y(CAGR)
DDFA
N/A
IGI
-1.03%
10Y(CAGR)
DDFA
N/A
IGI
+1.75%
Max(CAGR)
Winner
DDFA
+24.88%
IGI
+4.12%

DDFA vs IGI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearDDFAIGI
2026+4.48%-0.45%
2025N/A+6.25%
2024N/A-2.08%
2023N/A+8.33%
2022N/A-21.47%
2021N/A+1.86%
2020N/A+2.02%
2019N/A+30.79%
2018N/A-10.67%
2017N/A+17.39%
2016N/A+7.25%
2015N/A+2.91%
2014N/A+11.47%
2013N/A-7.47%
2012N/A+11.77%
2011N/A+16.98%
2010N/A+7.42%
2009N/A+1.53%

DDFA vs IGI Drawdown Comparison

The maximum drawdown for DDFA was -1.04%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for IGI was -31.83%, occurring on Sep 30, 2022. This drawdown has not yet recovered.

The current DDFA drawdown is -0.47%. The current IGI drawdown is -14.01%.

RankDDFAIGI
#1-1.04%
May 29, 2026 - Jun 10, 2026
-31.83%
Sep 21, 2021 - Sep 30, 2022
#2-0.34%
May 14, 2026 - May 21, 2026
-29.54%
Jan 10, 2020 - Jun 16, 2020
#3-0.32%
May 8, 2026 - May 13, 2026
-20.24%
Dec 29, 2017 - Jun 7, 2019
#4-0.28%
Apr 17, 2026 - Apr 22, 2026
-18.01%
Jan 10, 2013 - Dec 30, 2014
#5-0.18%
May 1, 2026 - May 6, 2026
-13.15%
Sep 27, 2016 - Aug 1, 2017
#6-0.15%
Apr 22, 2026 - Apr 24, 2026
-12.89%
Aug 14, 2020 - Sep 13, 2021
#7-0.13%
Apr 24, 2026 - Apr 30, 2026
-11.87%
Oct 20, 2010 - Jun 1, 2011
#8-0.03%
Apr 9, 2026 - Apr 13, 2026
-10.70%
Oct 9, 2012 - Dec 21, 2012
#9N/A-9.94%
Aug 19, 2011 - Dec 16, 2011
#10N/A-8.13%
Jan 23, 2012 - May 31, 2012
#11N/A-7.92%
Dec 1, 2015 - Mar 31, 2016
#12N/A-6.19%
Jun 17, 2020 - Jul 24, 2020
#13N/A-6.09%
Aug 3, 2009 - Dec 2, 2009
#14N/A-5.90%
May 1, 2015 - Oct 2, 2015
#15N/A-5.72%
Aug 1, 2017 - Dec 20, 2017

Correlation

Correlation between DDFA and IGI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

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