IGI vs ZOCT
Comparison between Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF) and Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT, ETF).
IGI vs ZOCT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGI
$104M
Winner
ZOCT
$104M
Expense Ratio
IGI
N/A
ZOCT
0.79%
Max Drawdown
IGI
37.46%
Winner
ZOCT
3.18%
Sharpe Ratio
IGI
-0.33
Winner
ZOCT
0.85
5Y Beta
Winner
IGI
0.13
ZOCT
0.16
5Y Dividends CAGR
IGI
2.72%
ZOCT
N/A
IGI vs ZOCT - Historical Returns
Returns include dividend reinvestment.
1M
IGI
-0.94%
Winner
ZOCT
+0.44%
3M
IGI
-0.43%
Winner
ZOCT
+1.58%
6M
IGI
-1.38%
Winner
ZOCT
+2.75%
1Y
IGI
+1.75%
Winner
ZOCT
+5.69%
5Y(CAGR)
IGI
-1.83%
ZOCT
N/A
10Y(CAGR)
IGI
+1.57%
ZOCT
N/A
Max(CAGR)
IGI
+4.05%
Winner
ZOCT
+5.55%
IGI vs ZOCT - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IGI | ZOCT |
|---|---|---|
| 2026 | -1.07% | +3.05% |
| 2025 | +6.25% | +6.28% |
| 2024 | -2.08% | +0.68% |
| 2023 | +8.33% | N/A |
| 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 ZOCT 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 ZOCT was -3.18%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current IGI drawdown is -14.55%. The current ZOCT drawdown is -0.23%.
| Rank | IGI | ZOCT |
|---|---|---|
| #1 | -31.83% Sep 21, 2021 - Sep 30, 2022 | -3.18% Feb 20, 2025 - May 15, 2025 |
| #2 | -29.54% Jan 10, 2020 - Jun 16, 2020 | -1.46% Feb 25, 2026 - Apr 9, 2026 |
| #3 | -20.24% Dec 29, 2017 - Jun 7, 2019 | -0.90% Oct 27, 2025 - Dec 22, 2025 |
| #4 | -18.01% Jan 10, 2013 - Dec 30, 2014 | -0.62% Dec 11, 2024 - Dec 26, 2024 |
| #5 | -13.15% Sep 27, 2016 - Aug 1, 2017 | -0.60% Oct 18, 2024 - Nov 7, 2024 |
| #6 | -12.89% Aug 14, 2020 - Sep 13, 2021 | -0.58% May 16, 2025 - Jun 2, 2025 |
| #7 | -11.87% Oct 20, 2010 - Jun 1, 2011 | -0.51% Dec 26, 2024 - Jan 16, 2025 |
| #8 | -10.70% Oct 9, 2012 - Dec 21, 2012 | -0.44% Jan 28, 2026 - Feb 9, 2026 |
| #9 | -9.94% Aug 19, 2011 - Dec 16, 2011 | -0.44% May 29, 2026 - Jun 15, 2026 |
| #10 | -8.13% Jan 23, 2012 - May 31, 2012 | -0.42% Jul 25, 2025 - Aug 8, 2025 |
| #11 | -7.92% Dec 1, 2015 - Mar 31, 2016 | -0.41% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -6.19% Jun 17, 2020 - Jul 24, 2020 | -0.36% Jan 9, 2026 - Jan 26, 2026 |
| #13 | -6.09% Aug 3, 2009 - Dec 2, 2009 | -0.31% Jun 18, 2026 - Jun 30, 2026 |
| #14 | -5.90% May 1, 2015 - Oct 2, 2015 | -0.30% Feb 10, 2026 - Feb 25, 2026 |
| #15 | -5.72% Aug 1, 2017 - Dec 20, 2017 | -0.29% Jun 12, 2025 - Jun 23, 2025 |
Correlation
Correlation between IGI and ZOCT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
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