PGP vs IGI

Comparison between Pimco Global StocksPLUS & Income Fund (PGP, ETF) and Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF).

5-Year PerformancePGP has outperformed IGI, delivering a return of +5.1% compared to -1.2%

PGP vs IGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PGP(ETF)	IGI(ETF)
Net Assets	$103M	$104M
Max Drawdown	81.29%	37.46%
Sharpe Ratio	0.95	-0.15
5Y Beta	0.40	0.13
5Y Dividends CAGR	3.40%	2.61%

Net Assets

PGP

$103M

Winner

IGI

$104M

Max Drawdown

PGP

81.29%

Winner

IGI

37.46%

Sharpe Ratio

Winner

PGP

0.95

IGI

-0.15

5Y Beta

PGP

0.40

Winner

IGI

0.13

5Y Dividends CAGR

Winner

PGP

3.40%

IGI

2.61%

PGP vs IGI - Historical Returns

Returns include dividend reinvestment.

Period	PGP	IGI
1 month	-5.12%	-0.24%
3 months	-2.42%	-0.78%
6 months	+0.27%	-0.46%
1 year	+16.12%	+2.38%
5 years(CAGR)	+5.11%	-1.18%
10 years(CAGR)	+1.59%	+1.74%
Max(CAGR)	+6.99%	+4.09%

PGP

-5.12%

Winner

IGI

-0.24%

PGP

-2.42%

Winner

IGI

-0.78%

Winner

PGP

+0.27%

IGI

-0.46%

Winner

PGP

+16.12%

IGI

+2.38%

5Y(CAGR)

Winner

PGP

+5.11%

IGI

-1.18%

10Y(CAGR)

PGP

+1.59%

Winner

IGI

+1.74%

Max(CAGR)

Winner

PGP

+6.99%

IGI

+4.09%

PGP vs IGI - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PGP	IGI
2026	-3.85%	-1.01%
2025	+29.88%	+6.25%
2024	+15.62%	-2.08%
2023	+18.79%	+8.33%
2022	-29.54%	-21.47%
2021	+16.43%	+1.86%
2020	-8.61%	+2.02%
2019	+12.08%	+30.79%
2018	-17.35%	-10.67%
2017	+17.01%	+17.39%
2016	-12.00%	+7.25%
2015	+3.96%	+2.91%
2014	-7.91%	+11.47%
2013	+39.05%	-7.47%
2012	+5.41%	+11.77%
2011	-6.01%	+16.98%
2010	+33.54%	+7.42%
2009	+113.57%	+1.53%
2008	-38.33%	N/A
2007	-11.87%	N/A
2006	+32.65%	N/A
2005	-3.17%	N/A

PGP vs IGI Drawdown Comparison

The maximum drawdown for PGP was -64.84%, occurring on Nov 21, 2008. Recovery took 569 trading sessions.

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

The current PGP drawdown is -6.99%. The current IGI drawdown is -14.50%.

Rank	PGP	IGI
#1	-64.84% Jun 4, 2007 - Sep 3, 2009	-31.83% Sep 21, 2021 - Sep 30, 2022
#2	-64.50% May 26, 2017 - Sep 12, 2025	-29.54% Jan 10, 2020 - Jun 16, 2020
#3	-42.32% Jul 28, 2014 - May 24, 2017	-20.24% Dec 29, 2017 - Jun 7, 2019
#4	-34.07% May 12, 2011 - Mar 4, 2013	-18.01% Jan 10, 2013 - Dec 30, 2014
#5	-19.88% Apr 14, 2010 - Jul 28, 2010	-13.15% Sep 27, 2016 - Aug 1, 2017
#6	-18.53% May 22, 2013 - Oct 11, 2013	-12.89% Aug 14, 2020 - Sep 13, 2021
#7	-13.18% Aug 9, 2010 - Sep 21, 2010	-11.87% Oct 20, 2010 - Jun 1, 2011
#8	-13.04% Feb 27, 2026 - Mar 27, 2026	-10.70% Oct 9, 2012 - Dec 21, 2012
#9	-11.14% Oct 12, 2010 - Feb 14, 2011	-9.94% Aug 19, 2011 - Dec 16, 2011
#10	-10.40% Sep 9, 2009 - Nov 4, 2009	-8.13% Jan 23, 2012 - May 31, 2012
#11	-10.09% Sep 7, 2005 - Jan 6, 2006	-7.92% Dec 1, 2015 - Mar 31, 2016
#12	-7.95% Dec 29, 2009 - Mar 31, 2010	-6.19% Jun 17, 2020 - Jul 24, 2020
#13	-7.50% Mar 9, 2011 - Mar 25, 2011	-6.09% Aug 3, 2009 - Dec 2, 2009
#14	-6.89% Nov 11, 2009 - Dec 2, 2009	-5.90% May 1, 2015 - Oct 2, 2015
#15	-6.14% May 10, 2006 - Aug 2, 2006	-5.72% Aug 1, 2017 - Dec 20, 2017

Correlation

Correlation between PGP and IGI is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2005 - 2026)

PGP vs IGI dividend yield comparison.

Year	PGP	IGI
2026	4.04%	2.22%
2025	9.07%	5.16%
2024	10.64%	5.19%
2023	11.04%	4.59%
2022	11.95%	4.90%
2021	7.65%	3.65%
2020	9.49%	3.78%
2019	10.13%	4.42%
2018	12.53%	5.50%
2017	11.45%	4.64%
2016	14.86%	5.83%
2015	12.15%	5.95%
2014	11.33%	5.71%
2013	9.52%	7.47%
2012	12.34%	5.72%
2011	11.74%	6.36%
2010	10.19%	6.44%
2009	12.21%	2.64%
2008	51.03%	0.00%
2007	13.67%	0.00%
2006	8.62%	0.00%
2005	6.88%	0.00%