EMHY vs WIW

Comparison between ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF (EMHY, ETF) and Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF).

5-Year PerformanceEMHY has outperformed WIW, delivering a return of +4.2% compared to +0.7%

EMHY vs WIW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMHY(ETF)	WIW(ETF)
Net Assets	$584M	$586M
Expense Ratio	0.50%	N/A
Max Drawdown	43.77%	47.87%
Sharpe Ratio	1.46	0.56
5Y Beta	0.30	0.17
5Y Dividends CAGR	0.80%	16.54%

Net Assets

EMHY

$584M

Winner

WIW

$586M

Expense Ratio

EMHY

0.50%

WIW

N/A

Max Drawdown

Winner

EMHY

43.77%

WIW

47.87%

Sharpe Ratio

Winner

EMHY

1.46

WIW

0.56

5Y Beta

EMHY

0.30

Winner

WIW

0.17

5Y Dividends CAGR

EMHY

0.80%

Winner

WIW

16.54%

EMHY vs WIW - Historical Returns

Returns include dividend reinvestment.

Period	EMHY	WIW
1 month	+0.50%	+0.03%
3 months	+1.34%	-0.12%
6 months	+3.33%	+0.79%
1 year	+12.77%	+7.99%
5 years(CAGR)	+4.17%	+0.73%
10 years(CAGR)	+4.65%	+4.05%
Max(CAGR)	+4.94%	+3.20%

Winner

EMHY

+0.50%

WIW

+0.03%

Winner

EMHY

+1.34%

WIW

-0.12%

Winner

EMHY

+3.33%

WIW

+0.79%

Winner

EMHY

+12.77%

WIW

+7.99%

5Y(CAGR)

Winner

EMHY

+4.17%

WIW

+0.73%

10Y(CAGR)

Winner

EMHY

+4.65%

WIW

+4.05%

Max(CAGR)

Winner

EMHY

+4.94%

WIW

+3.20%

EMHY vs WIW - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	EMHY	WIW
2026	+2.50%	+2.27%
2025	+13.16%	+12.87%
2024	+12.94%	+3.83%
2023	+10.68%	+5.18%
2022	-12.40%	-24.22%
2021	-1.83%	+17.98%
2020	+3.40%	+11.08%
2019	+12.72%	+17.46%
2018	-5.59%	-8.61%
2017	+8.51%	+6.79%
2016	+15.66%	+11.57%
2015	+1.72%	-6.44%
2014	+1.66%	+3.15%
2013	-6.95%	-12.26%
2012	+18.07%	+6.82%
2011	N/A	+5.55%
2010	N/A	+8.36%
2009	N/A	+16.80%
2008	N/A	-4.76%
2007	N/A	+8.12%
2006	N/A	+1.29%
2005	N/A	-1.60%
2004	N/A	-8.66%

EMHY vs WIW Drawdown Comparison

The maximum drawdown for EMHY was -30.11%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

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

The current EMHY drawdown is -0.69%. The current WIW drawdown is -5.79%.

Rank	EMHY	WIW
#1	-30.11% Feb 14, 2020 - Dec 4, 2020	-29.45% Dec 31, 2021 - Sep 29, 2022
#2	-25.84% Sep 14, 2021 - Jul 31, 2024	-29.11% Jul 10, 2008 - Aug 19, 2009
#3	-14.90% Jul 24, 2014 - Apr 19, 2016	-24.98% Feb 21, 2020 - Nov 16, 2020
#4	-14.03% May 9, 2013 - May 23, 2014	-20.83% Mar 10, 2004 - Jan 2, 2008
#5	-9.70% Jan 5, 2018 - Mar 15, 2019	-16.93% Apr 8, 2013 - Sep 20, 2017
#6	-6.31% May 7, 2012 - Jul 6, 2012	-10.95% Jan 12, 2018 - Jun 20, 2019
#7	-5.96% Feb 28, 2025 - May 16, 2025	-7.15% Nov 10, 2010 - Jul 29, 2011
#8	-5.88% Oct 25, 2016 - Feb 3, 2017	-4.73% Dec 1, 2009 - Apr 26, 2010
#9	-4.47% Dec 30, 2020 - May 25, 2021	-4.67% Nov 11, 2021 - Dec 31, 2021
#10	-4.34% Feb 18, 2026 - Apr 17, 2026	-4.46% Feb 9, 2021 - Apr 19, 2021
#11	-3.99% Jul 26, 2019 - Dec 16, 2019	-4.13% May 6, 2010 - Aug 9, 2010
#12	-2.95% Jan 3, 2013 - May 2, 2013	-4.11% Aug 18, 2011 - Jan 4, 2012
#13	-2.73% Oct 19, 2017 - Jan 4, 2018	-3.95% Feb 6, 2008 - Apr 14, 2008
#14	-2.34% Dec 6, 2024 - Jan 30, 2025	-2.91% Jun 15, 2021 - Jul 6, 2021
#15	-2.20% Sep 7, 2016 - Oct 24, 2016	-2.82% Dec 31, 2020 - Jan 19, 2021

Correlation

Correlation between EMHY and WIW is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2004 - 2026)

EMHY vs WIW dividend yield comparison.

Year	EMHY	WIW
2026	2.71%	3.69%
2025	6.52%	8.68%
2024	6.86%	8.78%
2023	6.73%	10.38%
2022	7.08%	11.81%
2021	5.58%	6.93%
2020	5.44%	3.20%
2019	5.72%	3.74%
2018	6.79%	4.26%
2017	5.59%	3.70%
2016	6.43%	3.61%
2015	6.99%	3.91%
2014	6.36%	3.85%
2013	6.03%	3.36%
2012	3.54%	2.79%
2011	0.00%	4.20%
2010	0.00%	3.81%
2009	0.00%	4.15%
2008	0.00%	8.65%
2007	0.00%	6.31%
2006	0.00%	5.45%
2005	0.00%	7.92%
2004	0.00%	6.78%