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INDY vs WIW

Comparison between ISHARES INDIA 50 ETF (INDY, ETF) and Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF).

5-Year PerformanceINDY has outperformed WIW, delivering a return of +1.2% compared to +0.7%

INDY vs WIW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
INDY
$586M
WIW
$586M
Expense Ratio
INDY
0.65%
WIW
N/A
Max Drawdown
Winner
INDY
45.53%
WIW
47.87%
Sharpe Ratio
INDY
-1.29
Winner
WIW
0.56
5Y Beta
INDY
0.43
Winner
WIW
0.17
5Y Dividends CAGR
Winner
INDY
162.33%
WIW
16.54%

INDY vs WIW - Historical Returns

Returns include dividend reinvestment.

1M
INDY
-3.83%
Winner
WIW
+0.03%
3M
INDY
-8.59%
Winner
WIW
-0.12%
6M
INDY
-15.01%
Winner
WIW
+0.79%
1Y
INDY
-14.99%
Winner
WIW
+7.99%
5Y(CAGR)
Winner
INDY
+1.16%
WIW
+0.73%
10Y(CAGR)
Winner
INDY
+6.15%
WIW
+4.05%
Max(CAGR)
Winner
INDY
+4.72%
WIW
+3.20%

INDY vs WIW - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearINDYWIW
2026-15.74%+2.27%
2025+3.47%+12.87%
2024+3.68%+3.83%
2023+16.36%+5.18%
2022-8.89%-24.22%
2021+19.01%+17.98%
2020+8.75%+11.08%
2019+10.72%+17.46%
2018-4.43%-8.61%
2017+35.75%+6.79%
2016+3.00%+11.57%
2015-10.08%-6.44%
2014+33.54%+3.15%
2013-7.78%-12.26%
2012+20.83%+6.82%
2011-37.32%+5.55%
2010+20.53%+8.36%
2009+1.93%+16.80%
2008N/A-4.76%
2007N/A+8.12%
2006N/A+1.29%
2005N/A-1.60%
2004N/A-8.66%

INDY vs WIW Drawdown Comparison

The maximum drawdown for INDY was -44.74%, occurring on Aug 28, 2013. Recovery took 1056 trading sessions.

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

The current INDY drawdown is -21.00%. The current WIW drawdown is -5.79%.

RankINDYWIW
#1-44.74%
Nov 5, 2010 - Jan 20, 2015
-29.45%
Dec 31, 2021 - Sep 29, 2022
#2-43.50%
Jan 13, 2020 - Nov 24, 2020
-29.11%
Jul 10, 2008 - Aug 19, 2009
#3-29.92%
Jan 29, 2015 - Apr 26, 2017
-24.98%
Feb 21, 2020 - Nov 16, 2020
#4-22.37%
Sep 26, 2024 - Mar 30, 2026
-20.83%
Mar 10, 2004 - Jan 2, 2008
#5-20.10%
Jan 26, 2018 - May 31, 2019
-16.93%
Apr 8, 2013 - Sep 20, 2017
#6-20.00%
Jan 12, 2022 - Dec 14, 2023
-10.95%
Jan 12, 2018 - Jun 20, 2019
#7-15.96%
May 10, 2010 - Sep 10, 2010
-7.15%
Nov 10, 2010 - Jul 29, 2011
#8-13.85%
Jan 7, 2010 - Mar 26, 2010
-4.73%
Dec 1, 2009 - Apr 26, 2010
#9-13.83%
Jun 3, 2019 - Jan 13, 2020
-4.67%
Nov 11, 2021 - Dec 31, 2021
#10-12.00%
Apr 5, 2010 - May 10, 2010
-4.46%
Feb 9, 2021 - Apr 19, 2021
#11-10.51%
Mar 11, 2021 - Jun 1, 2021
-4.13%
May 6, 2010 - Aug 9, 2010
#12-9.79%
Oct 15, 2021 - Jan 12, 2022
-4.11%
Aug 18, 2011 - Jan 4, 2012
#13-7.20%
Aug 1, 2017 - Oct 31, 2017
-3.95%
Feb 6, 2008 - Apr 14, 2008
#14-6.36%
Jan 20, 2021 - Feb 2, 2021
-2.91%
Jun 15, 2021 - Jul 6, 2021
#15-5.57%
Jun 3, 2024 - Jun 17, 2024
-2.82%
Dec 31, 2020 - Jan 19, 2021

Correlation

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

0.87
-101

Dividend Comparison (2004 - 2026)

INDY vs WIW dividend yield comparison.

YearINDYWIW
20260.00%3.69%
20258.11%8.68%
20240.24%8.78%
20230.38%10.38%
20223.75%11.81%
20217.12%6.93%
20200.08%3.20%
20190.58%3.74%
20180.55%4.26%
20170.27%3.70%
20160.48%3.61%
20150.57%3.91%
20140.52%3.85%
20130.76%3.36%
20120.39%2.79%
20110.65%4.20%
20100.39%3.81%
20090.00%4.15%
20080.00%8.65%
20070.00%6.31%
20060.00%5.45%
20050.00%7.92%
20040.00%6.78%

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