FEBT vs IGI
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF (FEBT, ETF) and Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF).
FEBT vs IGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FEBT
$103M
Winner
IGI
$104M
Expense Ratio
FEBT
0.74%
IGI
N/A
Max Drawdown
Winner
FEBT
13.19%
IGI
37.46%
Sharpe Ratio
Winner
FEBT
1.81
IGI
-0.15
5Y Beta
FEBT
0.59
Winner
IGI
0.13
5Y Dividends CAGR
FEBT
N/A
IGI
2.61%
FEBT vs IGI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FEBT
+1.12%
IGI
-0.24%
3M
Winner
FEBT
+5.45%
IGI
-0.78%
6M
Winner
FEBT
+7.32%
IGI
-0.46%
1Y
Winner
FEBT
+19.40%
IGI
+2.38%
5Y(CAGR)
FEBT
N/A
IGI
-1.18%
10Y(CAGR)
FEBT
N/A
IGI
+1.74%
Max(CAGR)
Winner
FEBT
+15.51%
IGI
+4.09%
FEBT vs IGI - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | FEBT | IGI |
|---|---|---|
| 2026 | +6.44% | -1.01% |
| 2025 | +12.67% | +6.25% |
| 2024 | +17.84% | -2.08% |
| 2023 | +14.73% | +8.33% |
| 2022 | N/A | -21.47% |
| 2021 | N/A | +1.86% |
| 2020 | N/A | +2.02% |
| 2019 | N/A | +30.79% |
| 2018 | N/A | -10.67% |
| 2017 | N/A | +17.39% |
| 2016 | N/A | +7.25% |
| 2015 | N/A | +2.91% |
| 2014 | N/A | +11.47% |
| 2013 | N/A | -7.47% |
| 2012 | N/A | +11.77% |
| 2011 | N/A | +16.98% |
| 2010 | N/A | +7.42% |
| 2009 | N/A | +1.53% |
FEBT vs IGI Drawdown Comparison
The maximum drawdown for FEBT was -13.19%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for IGI was -31.83%, occurring on Sep 30, 2022. This drawdown has not yet recovered.
The current FEBT drawdown is -1.45%. The current IGI drawdown is -14.50%.
| Rank | FEBT | IGI |
|---|---|---|
| #1 | -13.19% Feb 19, 2025 - Jun 24, 2025 | -31.83% Sep 21, 2021 - Sep 30, 2022 |
| #2 | -7.46% Jul 28, 2023 - Nov 20, 2023 | -29.54% Jan 10, 2020 - Jun 16, 2020 |
| #3 | -6.04% Feb 9, 2026 - Apr 14, 2026 | -20.24% Dec 29, 2017 - Jun 7, 2019 |
| #4 | -5.22% Feb 7, 2023 - Apr 13, 2023 | -18.01% Jan 10, 2013 - Dec 30, 2014 |
| #5 | -4.53% Jul 16, 2024 - Aug 19, 2024 | -13.15% Sep 27, 2016 - Aug 1, 2017 |
| #6 | -3.10% Mar 28, 2024 - May 9, 2024 | -12.89% Aug 14, 2020 - Sep 13, 2021 |
| #7 | -2.47% Oct 27, 2025 - Nov 26, 2025 | -11.87% Oct 20, 2010 - Jun 1, 2011 |
| #8 | -2.15% Aug 30, 2024 - Sep 19, 2024 | -10.70% Oct 9, 2012 - Dec 21, 2012 |
| #9 | -1.90% Apr 28, 2023 - May 18, 2023 | -9.94% Aug 19, 2011 - Dec 16, 2011 |
| #10 | -1.74% Feb 2, 2026 - Feb 9, 2026 | -8.13% Jan 23, 2012 - May 31, 2012 |
| #11 | -1.65% Apr 18, 2023 - Apr 28, 2023 | -7.92% Dec 1, 2015 - Mar 31, 2016 |
| #12 | -1.52% Oct 8, 2025 - Oct 20, 2025 | -6.19% Jun 17, 2020 - Jul 24, 2020 |
| #13 | -1.51% May 18, 2023 - May 26, 2023 | -6.09% Aug 3, 2009 - Dec 2, 2009 |
| #14 | -1.51% Jul 28, 2025 - Aug 8, 2025 | -5.90% May 1, 2015 - Oct 2, 2015 |
| #15 | -1.51% Dec 28, 2023 - Jan 10, 2024 | -5.72% Aug 1, 2017 - Dec 20, 2017 |
Correlation
Correlation between FEBT and IGI is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2009 - 2026)
FEBT vs IGI dividend yield comparison.
| Year | FEBT | IGI |
|---|---|---|
| 2026 | 0.00% | 2.22% |
| 2025 | 0.00% | 5.16% |
| 2024 | 0.28% | 5.19% |
| 2023 | 0.00% | 4.59% |
| 2022 | 0.00% | 4.90% |
| 2021 | 0.00% | 3.65% |
| 2020 | 0.00% | 3.78% |
| 2019 | 0.00% | 4.42% |
| 2018 | 0.00% | 5.50% |
| 2017 | 0.00% | 4.64% |
| 2016 | 0.00% | 5.83% |
| 2015 | 0.00% | 5.95% |
| 2014 | 0.00% | 5.71% |
| 2013 | 0.00% | 7.47% |
| 2012 | 0.00% | 5.72% |
| 2011 | 0.00% | 6.36% |
| 2010 | 0.00% | 6.44% |
| 2009 | 0.00% | 2.64% |
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