IDE vs WIA

Comparison between Voya Infrastructure Industrials and Materials Fund (IDE, ETF) and Western Asset Inflation-Linked Income Fund (WIA, ETF).

5-Year PerformanceIDE has outperformed WIA, delivering a return of +12.9% compared to -0.6%

IDE vs WIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDE(ETF)	WIA(ETF)
Net Assets	$212M	$212M
Max Drawdown	70.45%	51.47%
Sharpe Ratio	1.92	0.43
5Y Beta	0.63	0.09
5Y Dividends CAGR	7.25%	-2.32%

Net Assets

Winner

IDE

$212M

WIA

$212M

Max Drawdown

IDE

70.45%

Winner

WIA

51.47%

Sharpe Ratio

Winner

IDE

1.92

WIA

0.43

5Y Beta

IDE

0.63

Winner

WIA

0.09

5Y Dividends CAGR

Winner

IDE

7.25%

WIA

-2.32%

IDE vs WIA - Historical Returns

Returns include dividend reinvestment.

Period	IDE	WIA
1 month	+3.49%	-0.22%
3 months	+4.31%	+0.46%
6 months	+21.34%	+1.25%
1 year	+35.04%	+6.39%
5 years(CAGR)	+12.91%	-0.57%
10 years(CAGR)	+11.68%	+3.74%
Max(CAGR)	+7.96%	+3.06%

Winner

IDE

+3.49%

WIA

-0.22%

Winner

IDE

+4.31%

WIA

+0.46%

Winner

IDE

+21.34%

WIA

+1.25%

Winner

IDE

+35.04%

WIA

+6.39%

5Y(CAGR)

Winner

IDE

+12.91%

WIA

-0.57%

10Y(CAGR)

Winner

IDE

+11.68%

WIA

+3.74%

Max(CAGR)

Winner

IDE

+7.96%

WIA

+3.06%

IDE vs WIA - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	IDE	WIA
2026	+16.65%	+1.23%
2025	+34.19%	+11.55%
2024	+9.99%	+5.68%
2023	+20.98%	+5.13%
2022	-17.05%	-25.44%
2021	+25.84%	+10.46%
2020	-1.45%	+18.63%
2019	+12.25%	+19.20%
2018	-25.17%	-8.16%
2017	+39.27%	+7.15%
2016	+19.50%	+11.86%
2015	-11.77%	-6.41%
2014	+1.60%	+4.69%
2013	+12.26%	-10.54%
2012	+14.41%	+6.06%
2011	-13.97%	+2.67%
2010	+8.38%	+7.68%
2009	N/A	+15.75%
2008	N/A	-2.58%
2007	N/A	+8.94%
2006	N/A	-1.43%
2005	N/A	-3.72%
2004	N/A	-6.93%
2003	N/A	+1.67%

IDE vs WIA Drawdown Comparison

The maximum drawdown for IDE was -52.38%, occurring on Mar 23, 2020. Recovery took 815 trading sessions.

The maximum drawdown for WIA was -30.29%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The current IDE drawdown is -0.79%. The current WIA drawdown is -8.01%.

Rank	IDE	WIA
#1	-52.38% Jan 4, 2018 - Apr 1, 2021	-30.29% Dec 8, 2021 - Oct 21, 2022
#2	-34.47% Jul 24, 2014 - Mar 29, 2017	-28.56% Jul 10, 2008 - Jun 29, 2009
#3	-30.87% Jul 7, 2011 - Oct 28, 2013	-26.35% Feb 21, 2020 - Jul 23, 2020
#4	-30.62% Jun 2, 2021 - May 24, 2024	-18.35% Apr 1, 2004 - Feb 1, 2008
#5	-22.00% Apr 1, 2010 - Nov 3, 2010	-17.35% Apr 8, 2013 - Dec 13, 2017
#6	-18.30% Nov 11, 2024 - May 14, 2025	-9.75% Jan 12, 2018 - Jun 20, 2019
#7	-14.34% Mar 2, 2026 - May 29, 2026	-8.00% Aug 27, 2020 - Nov 24, 2020
#8	-9.12% Apr 1, 2011 - Jul 7, 2011	-7.74% Nov 9, 2010 - Apr 27, 2011
#9	-7.63% Oct 30, 2025 - Dec 22, 2025	-6.68% Dec 31, 2020 - May 10, 2021
#10	-6.72% Dec 31, 2013 - Feb 21, 2014	-6.17% May 6, 2011 - Feb 15, 2012
#11	-6.60% Jul 16, 2024 - Aug 20, 2024	-4.69% Jul 29, 2021 - Nov 29, 2021
#12	-6.55% Aug 7, 2017 - Sep 18, 2017	-4.46% May 12, 2010 - Aug 27, 2010
#13	-5.94% Nov 4, 2010 - Dec 2, 2010	-4.30% Feb 4, 2008 - May 9, 2008
#14	-5.63% Oct 2, 2017 - Dec 18, 2017	-3.76% Feb 3, 2010 - Apr 15, 2010
#15	-5.14% Nov 6, 2013 - Dec 26, 2013	-3.55% Dec 22, 2003 - Jan 21, 2004

Correlation

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

0.81

-101

Dividend Comparison (2003 - 2026)

IDE vs WIA dividend yield comparison.

Year	IDE	WIA
2026	3.61%	3.22%
2025	9.76%	7.50%
2024	11.12%	7.50%
2023	9.00%	11.08%
2022	9.99%	15.23%
2021	7.58%	10.65%
2020	8.89%	5.71%
2019	9.02%	3.41%
2018	16.46%	3.91%
2017	6.88%	3.43%
2016	10.67%	3.34%
2015	12.56%	3.63%
2014	10.34%	3.59%
2013	9.46%	3.17%
2012	10.43%	2.68%
2011	11.70%	3.99%
2010	9.14%	3.53%
2009	0.00%	3.84%
2008	0.00%	7.82%
2007	0.00%	5.90%
2006	0.00%	5.12%
2005	0.00%	7.75%
2004	0.00%	6.44%
2003	0.00%	1.07%