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DWLD vs WIW

Comparison between DAVIS SELECT WORLDWIDE ETF (DWLD, ETF) and Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF).

5-Year PerformanceDWLD has outperformed WIW, delivering a return of +7.9% compared to +0.6%

DWLD vs WIW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DWLD
$586M
WIW
$585M
Expense Ratio
DWLD
0.62%
WIW
N/A
Max Drawdown
Winner
DWLD
40.86%
WIW
47.87%
Sharpe Ratio
Winner
DWLD
0.91
WIW
0.61
5Y Beta
DWLD
0.86
Winner
WIW
0.17
P/E Ratio
DWLD
25.34
WIW
N/A
Forward P/E
DWLD
12.17
WIW
N/A
PEG Ratio
DWLD
0.23
WIW
N/A
5Y Dividends CAGR
Winner
DWLD
57.55%
WIW
16.54%
Debt to Equity
DWLD
60.49%
WIW
N/A
P/S Ratio
DWLD
0.75
WIW
N/A
P/B Ratio
DWLD
1.99
WIW
N/A

DWLD vs WIW - Historical Returns

Returns include dividend reinvestment.

1M
DWLD
-1.51%
Winner
WIW
-0.43%
3M
Winner
DWLD
+6.19%
WIW
+1.28%
6M
Winner
DWLD
+2.47%
WIW
+2.07%
1Y
Winner
DWLD
+17.20%
WIW
+7.49%
5Y(CAGR)
Winner
DWLD
+7.91%
WIW
+0.58%
10Y(CAGR)
Winner
DWLD
+10.91%
WIW
+3.97%
Max(CAGR)
Winner
DWLD
+10.91%
WIW
+3.20%

DWLD vs WIW - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearDWLDWIW
2026-0.22%+2.27%
2025+31.54%+12.87%
2024+25.70%+3.83%
2023+18.38%+5.18%
2022-15.41%-24.22%
2021-3.23%+17.98%
2020+19.91%+11.08%
2019+29.69%+17.46%
2018-23.88%-8.61%
2017+30.10%+6.79%
2016N/A+11.57%
2015N/A-6.44%
2014N/A+3.15%
2013N/A-12.26%
2012N/A+6.82%
2011N/A+5.55%
2010N/A+8.36%
2009N/A+16.80%
2008N/A-4.76%
2007N/A+8.12%
2006N/A+1.29%
2005N/A-1.60%
2004N/A-8.66%

DWLD vs WIW Drawdown Comparison

The maximum drawdown for DWLD was -39.26%, occurring on Oct 24, 2022. Recovery took 766 trading sessions.

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

The current DWLD drawdown is -3.39%. The current WIW drawdown is -5.79%.

RankDWLDWIW
#1-39.26%
Apr 29, 2021 - May 15, 2024
-29.45%
Dec 31, 2021 - Sep 29, 2022
#2-37.02%
Jan 26, 2018 - Sep 2, 2020
-29.11%
Jul 10, 2008 - Aug 19, 2009
#3-16.01%
Feb 14, 2025 - May 12, 2025
-24.98%
Feb 21, 2020 - Nov 16, 2020
#4-11.27%
Jan 6, 2026 - May 6, 2026
-20.83%
Mar 10, 2004 - Jan 2, 2008
#5-10.44%
May 17, 2024 - Sep 19, 2024
-16.93%
Apr 8, 2013 - Sep 20, 2017
#6-9.81%
Nov 7, 2024 - Feb 13, 2025
-10.95%
Jan 12, 2018 - Jun 20, 2019
#7-8.66%
Sep 2, 2020 - Oct 12, 2020
-7.15%
Nov 10, 2010 - Jul 29, 2011
#8-6.33%
Nov 12, 2025 - Dec 3, 2025
-4.73%
Dec 1, 2009 - Apr 26, 2010
#9-5.85%
Feb 17, 2021 - Apr 16, 2021
-4.67%
Nov 11, 2021 - Dec 31, 2021
#10-5.75%
Oct 12, 2020 - Nov 4, 2020
-4.46%
Feb 9, 2021 - Apr 19, 2021
#11-5.43%
Oct 7, 2024 - Nov 7, 2024
-4.13%
May 6, 2010 - Aug 9, 2010
#12-5.04%
Jan 21, 2021 - Feb 4, 2021
-4.11%
Aug 18, 2011 - Jan 4, 2012
#13-5.00%
Jun 2, 2026 - Jun 10, 2026
-3.95%
Feb 6, 2008 - Apr 14, 2008
#14-4.72%
Sep 18, 2025 - Oct 27, 2025
-2.91%
Jun 15, 2021 - Jul 6, 2021
#15-4.43%
Jul 23, 2025 - Aug 13, 2025
-2.82%
Dec 31, 2020 - Jan 19, 2021

Correlation

Correlation between DWLD and WIW is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2004 - 2026)

DWLD vs WIW dividend yield comparison.

YearDWLDWIW
20260.00%3.69%
20251.56%8.68%
20241.45%8.78%
20231.23%10.38%
20220.75%11.81%
20211.03%6.93%
20200.24%3.20%
20192.27%3.74%
20184.11%4.26%
20170.20%3.70%
20160.00%3.61%
20150.00%3.91%
20140.00%3.85%
20130.00%3.36%
20120.00%2.79%
20110.00%4.20%
20100.00%3.81%
20090.00%4.15%
20080.00%8.65%
20070.00%6.31%
20060.00%5.45%
20050.00%7.92%
20040.00%6.78%

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