TDSC vs IGI

Comparison between ETC CABANA TARGET DRAWDOWN 10 ETF (TDSC, ETF) and Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF).

5-Year PerformanceTDSC has outperformed IGI, delivering a return of +2.9% compared to -1.0%

TDSC vs IGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TDSC(ETF)	IGI(ETF)
Net Assets	$104M	$104M
Expense Ratio	0.90%	N/A
Max Drawdown	23.97%	37.46%
Sharpe Ratio	1.39	-0.04
5Y Beta	0.57	0.13
5Y Dividends CAGR	33.39%	2.61%

Net Assets

TDSC

$104M

Winner

IGI

$104M

Expense Ratio

TDSC

0.90%

IGI

N/A

Max Drawdown

Winner

TDSC

23.97%

IGI

37.46%

Sharpe Ratio

Winner

TDSC

1.39

IGI

-0.04

5Y Beta

TDSC

0.57

Winner

IGI

0.13

5Y Dividends CAGR

Winner

TDSC

33.39%

IGI

2.61%

TDSC vs IGI - Historical Returns

Returns include dividend reinvestment.

Period	TDSC	IGI
1 month	+0.69%	+0.13%
3 months	+5.36%	+1.34%
6 months	+10.20%	+0.56%
1 year	+17.48%	+2.77%
5 years(CAGR)	+2.88%	-1.03%
10 years(CAGR)	N/A	+1.75%
Max(CAGR)	+3.90%	+4.12%

Winner

TDSC

+0.69%

IGI

+0.13%

Winner

TDSC

+5.36%

IGI

+1.34%

Winner

TDSC

+10.20%

IGI

+0.56%

Winner

TDSC

+17.48%

IGI

+2.77%

5Y(CAGR)

Winner

TDSC

+2.88%

IGI

-1.03%

10Y(CAGR)

TDSC

N/A

IGI

+1.75%

Max(CAGR)

TDSC

+3.90%

Winner

IGI

+4.12%

TDSC vs IGI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	TDSC	IGI
2026	+9.51%	-0.45%
2025	+6.32%	+6.25%
2024	+7.67%	-2.08%
2023	+7.77%	+8.33%
2022	-20.16%	-21.47%
2021	+16.09%	+1.86%
2020	-0.12%	+2.02%
2019	N/A	+30.79%
2018	N/A	-10.67%
2017	N/A	+17.39%
2016	N/A	+7.25%
2015	N/A	+2.91%
2014	N/A	+11.47%
2013	N/A	-7.47%
2012	N/A	+11.77%
2011	N/A	+16.98%
2010	N/A	+7.42%
2009	N/A	+1.53%

TDSC vs IGI Drawdown Comparison

The maximum drawdown for TDSC was -21.51%, occurring on Aug 21, 2023. Recovery took 1054 trading sessions.

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

The current TDSC drawdown is -1.55%. The current IGI drawdown is -14.01%.

Rank	TDSC	IGI
#1	-21.51% Nov 5, 2021 - Jan 21, 2026	-31.83% Sep 21, 2021 - Sep 30, 2022
#2	-5.34% Mar 2, 2026 - Apr 30, 2026	-29.54% Jan 10, 2020 - Jun 16, 2020
#3	-4.66% Sep 2, 2021 - Oct 28, 2021	-20.24% Dec 29, 2017 - Jun 7, 2019
#4	-4.15% Feb 12, 2021 - Mar 31, 2021	-18.01% Jan 10, 2013 - Dec 30, 2014
#5	-4.01% Oct 13, 2020 - Feb 8, 2021	-13.15% Sep 27, 2016 - Aug 1, 2017
#6	-3.57% Sep 17, 2020 - Oct 8, 2020	-12.89% Aug 14, 2020 - Sep 13, 2021
#7	-3.27% May 7, 2021 - Jun 4, 2021	-11.87% Oct 20, 2010 - Jun 1, 2011
#8	-3.27% Jun 4, 2026 - Jun 10, 2026	-10.70% Oct 9, 2012 - Dec 21, 2012
#9	-2.61% Jul 12, 2021 - Jul 23, 2021	-9.94% Aug 19, 2011 - Dec 16, 2011
#10	-2.48% Jan 28, 2026 - Feb 11, 2026	-8.13% Jan 23, 2012 - May 31, 2012
#11	-1.79% Aug 5, 2021 - Aug 23, 2021	-7.92% Dec 1, 2015 - Mar 31, 2016
#12	-1.13% Feb 11, 2026 - Feb 20, 2026	-6.19% Jun 17, 2020 - Jul 24, 2020
#13	-1.11% Jun 10, 2021 - Jun 24, 2021	-6.09% Aug 3, 2009 - Dec 2, 2009
#14	-1.01% May 14, 2026 - May 22, 2026	-5.90% May 1, 2015 - Oct 2, 2015
#15	-0.80% Apr 16, 2021 - Apr 23, 2021	-5.72% Aug 1, 2017 - Dec 20, 2017

Correlation

Correlation between TDSC and IGI is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2009 - 2026)

TDSC vs IGI dividend yield comparison.

Year	TDSC	IGI
2026	0.20%	2.21%
2025	2.92%	5.16%
2024	2.06%	5.19%
2023	2.06%	4.59%
2022	1.76%	4.90%
2021	1.11%	3.65%
2020	0.54%	3.78%
2019	0.00%	4.42%
2018	0.00%	5.50%
2017	0.00%	4.64%
2016	0.00%	5.83%
2015	0.00%	5.95%
2014	0.00%	5.71%
2013	0.00%	7.47%
2012	0.00%	5.72%
2011	0.00%	6.36%
2010	0.00%	6.44%
2009	0.00%	2.64%