IGI vs FEBT

Comparison between Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF (FEBT, ETF).

IGI vs FEBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGI(ETF)	FEBT(ETF)
Net Assets	$104M	$103M
Expense Ratio	N/A	0.74%
Max Drawdown	37.46%	13.19%
Sharpe Ratio	-0.15	1.81
5Y Beta	0.13	0.59
5Y Dividends CAGR	2.61%	N/A

Net Assets

Winner

IGI

$104M

FEBT

$103M

Expense Ratio

IGI

N/A

FEBT

0.74%

Max Drawdown

IGI

37.46%

Winner

FEBT

13.19%

Sharpe Ratio

IGI

-0.15

Winner

FEBT

1.81

5Y Beta

Winner

IGI

0.13

FEBT

0.59

5Y Dividends CAGR

IGI

2.61%

FEBT

N/A

IGI vs FEBT - Historical Returns

Returns include dividend reinvestment.

Period	IGI	FEBT
1 month	-0.24%	+1.12%
3 months	-0.78%	+5.45%
6 months	-0.46%	+7.32%
1 year	+2.38%	+19.40%
5 years(CAGR)	-1.18%	N/A
10 years(CAGR)	+1.74%	N/A
Max(CAGR)	+4.09%	+15.51%

IGI

-0.24%

Winner

FEBT

+1.12%

IGI

-0.78%

Winner

FEBT

+5.45%

IGI

-0.46%

Winner

FEBT

+7.32%

IGI

+2.38%

Winner

FEBT

+19.40%

5Y(CAGR)

IGI

-1.18%

FEBT

N/A

10Y(CAGR)

IGI

+1.74%

FEBT

N/A

Max(CAGR)

IGI

+4.09%

Winner

FEBT

+15.51%

IGI vs FEBT - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IGI	FEBT
2026	-1.01%	+6.44%
2025	+6.25%	+12.67%
2024	-2.08%	+17.84%
2023	+8.33%	+14.73%
2022	-21.47%	N/A
2021	+1.86%	N/A
2020	+2.02%	N/A
2019	+30.79%	N/A
2018	-10.67%	N/A
2017	+17.39%	N/A
2016	+7.25%	N/A
2015	+2.91%	N/A
2014	+11.47%	N/A
2013	-7.47%	N/A
2012	+11.77%	N/A
2011	+16.98%	N/A
2010	+7.42%	N/A
2009	+1.53%	N/A

IGI vs FEBT Drawdown Comparison

The maximum drawdown for IGI was -31.83%, occurring on Sep 30, 2022. This drawdown has not yet recovered.

The maximum drawdown for FEBT was -13.19%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The current IGI drawdown is -14.50%. The current FEBT drawdown is -1.45%.

Rank	IGI	FEBT
#1	-31.83% Sep 21, 2021 - Sep 30, 2022	-13.19% Feb 19, 2025 - Jun 24, 2025
#2	-29.54% Jan 10, 2020 - Jun 16, 2020	-7.46% Jul 28, 2023 - Nov 20, 2023
#3	-20.24% Dec 29, 2017 - Jun 7, 2019	-6.04% Feb 9, 2026 - Apr 14, 2026
#4	-18.01% Jan 10, 2013 - Dec 30, 2014	-5.22% Feb 7, 2023 - Apr 13, 2023
#5	-13.15% Sep 27, 2016 - Aug 1, 2017	-4.53% Jul 16, 2024 - Aug 19, 2024
#6	-12.89% Aug 14, 2020 - Sep 13, 2021	-3.10% Mar 28, 2024 - May 9, 2024
#7	-11.87% Oct 20, 2010 - Jun 1, 2011	-2.47% Oct 27, 2025 - Nov 26, 2025
#8	-10.70% Oct 9, 2012 - Dec 21, 2012	-2.15% Aug 30, 2024 - Sep 19, 2024
#9	-9.94% Aug 19, 2011 - Dec 16, 2011	-1.90% Apr 28, 2023 - May 18, 2023
#10	-8.13% Jan 23, 2012 - May 31, 2012	-1.74% Feb 2, 2026 - Feb 9, 2026
#11	-7.92% Dec 1, 2015 - Mar 31, 2016	-1.65% Apr 18, 2023 - Apr 28, 2023
#12	-6.19% Jun 17, 2020 - Jul 24, 2020	-1.52% Oct 8, 2025 - Oct 20, 2025
#13	-6.09% Aug 3, 2009 - Dec 2, 2009	-1.51% May 18, 2023 - May 26, 2023
#14	-5.90% May 1, 2015 - Oct 2, 2015	-1.51% Jul 28, 2025 - Aug 8, 2025
#15	-5.72% Aug 1, 2017 - Dec 20, 2017	-1.51% Dec 28, 2023 - Jan 10, 2024

Correlation

Correlation between IGI and FEBT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2009 - 2026)

IGI vs FEBT dividend yield comparison.

Year	IGI	FEBT
2026	2.22%	0.00%
2025	5.16%	0.00%
2024	5.19%	0.28%
2023	4.59%	0.00%
2022	4.90%	0.00%
2021	3.65%	0.00%
2020	3.78%	0.00%
2019	4.42%	0.00%
2018	5.50%	0.00%
2017	4.64%	0.00%
2016	5.83%	0.00%
2015	5.95%	0.00%
2014	5.71%	0.00%
2013	7.47%	0.00%
2012	5.72%	0.00%
2011	6.36%	0.00%
2010	6.44%	0.00%
2009	2.64%	0.00%