IGBH vs WAMA

Comparison between ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF (IGBH, ETF) and WISDOMTREE U.S. ADAPTIVE MOVING AVERAGE FUND (WAMA, ETF).

IGBH vs WAMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGBH(ETF)	WAMA(ETF)
Net Assets	$189M	$189M
Expense Ratio	0.14%	0.32%
Max Drawdown	38.89%	4.37%
Sharpe Ratio	1.22	0.48
5Y Beta	0.23	0.97
P/E Ratio	N/A	28.44
Forward P/E	N/A	21.89
PEG Ratio	N/A	0.40
5Y Dividends CAGR	21.47%	N/A
5Y EPS CAGR	N/A	28.39%
Debt to Equity	N/A	41.59%
P/S Ratio	N/A	3.63
P/B Ratio	N/A	5.76

Net Assets

Winner

IGBH

$189M

WAMA

$189M

Expense Ratio

Winner

IGBH

0.14%

WAMA

0.32%

Max Drawdown

IGBH

38.89%

Winner

WAMA

4.37%

Sharpe Ratio

Winner

IGBH

1.22

WAMA

0.48

5Y Beta

Winner

IGBH

0.23

WAMA

0.97

P/E Ratio

IGBH

N/A

WAMA

28.44

Forward P/E

IGBH

N/A

WAMA

21.89

PEG Ratio

IGBH

N/A

WAMA

0.40

5Y Dividends CAGR

IGBH

21.47%

WAMA

N/A

5Y EPS CAGR

IGBH

N/A

WAMA

28.39%

Debt to Equity

IGBH

N/A

WAMA

41.59%

P/S Ratio

IGBH

N/A

WAMA

3.63

P/B Ratio

IGBH

N/A

WAMA

5.76

IGBH vs WAMA - Historical Returns

Returns include dividend reinvestment.

Period	IGBH	WAMA
1 month	+0.99%	+1.99%
3 months	+5.01%	N/A
6 months	+3.37%	N/A
1 year	+9.06%	N/A
5 years(CAGR)	+5.40%	N/A
10 years(CAGR)	+5.05%	N/A
Max(CAGR)	+4.74%	+26.83%

IGBH

+0.99%

Winner

WAMA

+1.99%

IGBH

+5.01%

WAMA

N/A

IGBH

+3.37%

WAMA

N/A

IGBH

+9.06%

WAMA

N/A

5Y(CAGR)

IGBH

+5.40%

WAMA

N/A

10Y(CAGR)

IGBH

+5.05%

WAMA

N/A

Max(CAGR)

IGBH

+4.74%

Winner

WAMA

+26.83%

IGBH vs WAMA - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IGBH	WAMA
2026	+2.54%	+2.64%
2025	+8.11%	N/A
2024	+7.57%	N/A
2023	+12.32%	N/A
2022	-3.22%	N/A
2021	+3.04%	N/A
2020	+1.46%	N/A
2019	+9.69%	N/A
2018	-4.22%	N/A
2017	+9.75%	N/A
2016	+7.57%	N/A
2015	-0.51%	N/A

IGBH vs WAMA Drawdown Comparison

The maximum drawdown for IGBH was -33.67%, occurring on Mar 20, 2020. Recovery took 233 trading sessions.

The maximum drawdown for WAMA was -4.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current IGBH drawdown is -0.04%. The current WAMA drawdown is -0.86%.

Rank	IGBH	WAMA
#1	-33.67% Jan 17, 2020 - Dec 18, 2020	-4.37% Jun 2, 2026 - Jun 10, 2026
#2	-10.49% Sep 27, 2021 - Jun 16, 2023	-1.91% May 14, 2026 - May 26, 2026
#3	-8.51% Jan 23, 2018 - Dec 18, 2019	-0.39% May 6, 2026 - May 8, 2026
#4	-8.12% Oct 22, 2015 - Apr 22, 2016	-0.06% May 11, 2026 - May 13, 2026
#5	-6.93% Feb 14, 2025 - Jul 1, 2025	N/A
#6	-4.24% Jan 22, 2026 - May 14, 2026	N/A
#7	-3.03% May 31, 2024 - Sep 18, 2024	N/A
#8	-2.87% Apr 29, 2016 - Jul 26, 2016	N/A
#9	-2.87% Feb 17, 2021 - Mar 31, 2021	N/A
#10	-2.59% Sep 18, 2015 - Oct 22, 2015	N/A
#11	-2.36% Apr 6, 2021 - Sep 24, 2021	N/A
#12	-2.04% Jul 6, 2017 - Sep 29, 2017	N/A
#13	-1.93% Oct 20, 2016 - Dec 6, 2016	N/A
#14	-1.76% Dec 31, 2019 - Jan 17, 2020	N/A
#15	-1.56% Dec 29, 2020 - Jan 13, 2021	N/A

Correlation

Correlation between IGBH and WAMA is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101