IBTL vs WIW

Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF).

5-Year PerformanceWIW has outperformed IBTL, delivering a return of +0.5% compared to -1.5%

IBTL vs WIW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTL(ETF)	WIW(ETF)
Net Assets	$576M	$577M
Expense Ratio	0.07%	N/A
Max Drawdown	24.74%	47.87%
Sharpe Ratio	-0.33	0.31
5Y Beta	-0.02	0.17
5Y Dividends CAGR	N/A	16.23%

Net Assets

IBTL

$576M

Winner

WIW

$577M

Expense Ratio

IBTL

0.07%

WIW

N/A

Max Drawdown

Winner

IBTL

24.74%

WIW

47.87%

Sharpe Ratio

IBTL

-0.33

Winner

WIW

0.31

5Y Beta

Winner

IBTL

-0.02

WIW

0.17

5Y Dividends CAGR

IBTL

N/A

WIW

16.23%

IBTL vs WIW - Historical Returns

Returns include dividend reinvestment.

Period	IBTL	WIW
1 month	+0.03%	+0.99%
3 months	-0.86%	+0.33%
6 months	-0.32%	+2.19%
1 year	+2.33%	+4.45%
5 years(CAGR)	-1.53%	+0.47%
10 years(CAGR)	N/A	+3.82%
Max(CAGR)	-1.53%	+3.18%

IBTL

+0.03%

Winner

WIW

+0.99%

IBTL

-0.86%

Winner

WIW

+0.33%

IBTL

-0.32%

Winner

WIW

+2.19%

IBTL

+2.33%

Winner

WIW

+4.45%

5Y(CAGR)

IBTL

-1.53%

Winner

WIW

+0.47%

10Y(CAGR)

IBTL

N/A

WIW

+3.82%

Max(CAGR)

IBTL

-1.53%

Winner

WIW

+3.18%

IBTL vs WIW - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IBTL	WIW
2026	-0.56%	+2.19%
2025	+7.90%	+12.87%
2024	+0.67%	+3.83%
2023	+2.84%	+5.18%
2022	-15.60%	-24.22%
2021	-1.38%	+17.98%
2020	N/A	+11.08%
2019	N/A	+17.46%
2018	N/A	-8.61%
2017	N/A	+6.79%
2016	N/A	+11.57%
2015	N/A	-6.44%
2014	N/A	+3.15%
2013	N/A	-12.26%
2012	N/A	+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%

IBTL vs WIW Drawdown Comparison

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

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

The current IBTL drawdown is -7.39%. The current WIW drawdown is -5.86%.

Rank	IBTL	WIW
#1	-20.93% Sep 1, 2021 - Oct 19, 2023	-29.45% Dec 31, 2021 - Sep 29, 2022
#2	N/A	-29.11% Jul 10, 2008 - Aug 19, 2009
#3	N/A	-24.98% Feb 21, 2020 - Nov 16, 2020
#4	N/A	-20.83% Mar 10, 2004 - Jan 2, 2008
#5	N/A	-16.93% Apr 8, 2013 - Sep 20, 2017
#6	N/A	-10.95% Jan 12, 2018 - Jun 20, 2019
#7	N/A	-7.15% Nov 10, 2010 - Jul 29, 2011
#8	N/A	-4.73% Dec 1, 2009 - Apr 26, 2010
#9	N/A	-4.67% Nov 11, 2021 - Dec 31, 2021
#10	N/A	-4.46% Feb 9, 2021 - Apr 19, 2021
#11	N/A	-4.13% May 6, 2010 - Aug 9, 2010
#12	N/A	-4.11% Aug 18, 2011 - Jan 4, 2012
#13	N/A	-3.95% Feb 6, 2008 - Apr 14, 2008
#14	N/A	-2.91% Jun 15, 2021 - Jul 6, 2021
#15	N/A	-2.82% Dec 31, 2020 - Jan 19, 2021

Correlation

Correlation between IBTL and WIW is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

IBTL vs WIW dividend yield comparison.

Year	IBTL	WIW
2026	1.94%	4.47%
2025	3.93%	8.68%
2024	4.07%	8.78%
2023	3.04%	10.38%
2022	2.36%	11.81%
2021	0.70%	6.93%
2020	0.00%	3.20%
2019	0.00%	3.74%
2018	0.00%	4.26%
2017	0.00%	3.70%
2016	0.00%	3.61%
2015	0.00%	3.91%
2014	0.00%	3.85%
2013	0.00%	3.36%
2012	0.00%	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%