IBIF vs IGI
Comparison between ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF, ETF) and Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF).
IBIF vs IGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBIF
$104M
Winner
IGI
$104M
Expense Ratio
IBIF
0.10%
IGI
N/A
Max Drawdown
Winner
IBIF
3.94%
IGI
37.46%
Sharpe Ratio
IBIF
-0.37
Winner
IGI
-0.23
5Y Beta
Winner
IBIF
-0.00
IGI
0.13
5Y Dividends CAGR
IBIF
N/A
IGI
2.72%
IBIF vs IGI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIF
+0.45%
IGI
-0.09%
3M
Winner
IBIF
+0.15%
IGI
-0.81%
6M
Winner
IBIF
+1.44%
IGI
-0.66%
1Y
Winner
IBIF
+2.91%
IGI
+2.08%
5Y(CAGR)
IBIF
N/A
IGI
-1.48%
10Y(CAGR)
IBIF
N/A
IGI
+1.61%
Max(CAGR)
Winner
IBIF
+5.64%
IGI
+4.09%
IBIF vs IGI - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IBIF | IGI |
|---|---|---|
| 2026 | +1.58% | -0.54% |
| 2025 | +7.18% | +6.25% |
| 2024 | +3.30% | -2.08% |
| 2023 | +3.95% | +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% |
IBIF vs IGI Drawdown Comparison
The maximum drawdown for IBIF was -2.50%, occurring on Dec 19, 2024. Recovery took 104 trading sessions.
The maximum drawdown for IGI was -31.83%, occurring on Sep 30, 2022. This drawdown has not yet recovered.
The current IBIF drawdown is -0.43%. The current IGI drawdown is -14.09%.
| Rank | IBIF | IGI |
|---|---|---|
| #1 | -2.50% Sep 24, 2024 - Feb 25, 2025 | -31.83% Sep 21, 2021 - Sep 30, 2022 |
| #2 | -1.87% Apr 3, 2025 - Apr 28, 2025 | -29.54% Jan 10, 2020 - Jun 16, 2020 |
| #3 | -1.81% Jan 12, 2024 - Jun 3, 2024 | -20.24% Dec 29, 2017 - Jun 7, 2019 |
| #4 | -1.56% Sep 22, 2023 - Nov 2, 2023 | -18.01% Jan 10, 2013 - Dec 30, 2014 |
| #5 | -1.38% Apr 30, 2025 - Jun 26, 2025 | -13.15% Sep 27, 2016 - Aug 1, 2017 |
| #6 | -0.95% Mar 17, 2026 - Apr 13, 2026 | -12.89% Aug 14, 2020 - Sep 13, 2021 |
| #7 | -0.94% May 4, 2026 - Jun 17, 2026 | -11.87% Oct 20, 2010 - Jun 1, 2011 |
| #8 | -0.89% Nov 3, 2023 - Nov 14, 2023 | -10.70% Oct 9, 2012 - Dec 21, 2012 |
| #9 | -0.82% Dec 27, 2023 - Jan 12, 2024 | -9.94% Aug 19, 2011 - Dec 16, 2011 |
| #10 | -0.74% Jun 5, 2024 - Jun 18, 2024 | -8.13% Jan 23, 2012 - May 31, 2012 |
| #11 | -0.71% Mar 3, 2025 - Mar 21, 2025 | -7.92% Dec 1, 2015 - Mar 31, 2016 |
| #12 | -0.66% Oct 22, 2025 - Jan 28, 2026 | -6.19% Jun 17, 2020 - Jul 24, 2020 |
| #13 | -0.59% Aug 5, 2024 - Aug 21, 2024 | -6.09% Aug 3, 2009 - Dec 2, 2009 |
| #14 | -0.54% Sep 8, 2025 - Oct 21, 2025 | -5.90% May 1, 2015 - Oct 2, 2015 |
| #15 | -0.52% Dec 1, 2023 - Dec 13, 2023 | -5.72% Aug 1, 2017 - Dec 20, 2017 |
Correlation
Correlation between IBIF and IGI is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2009 - 2026)
IBIF vs IGI dividend yield comparison.
| Year | IBIF | IGI |
|---|---|---|
| 2026 | 2.79% | 2.67% |
| 2025 | 4.51% | 5.16% |
| 2024 | 4.05% | 5.19% |
| 2023 | 0.96% | 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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