WIA vs BSMW
Comparison between Western Asset Inflation-Linked Income Fund (WIA, ETF) and Invesco BulletShares 2032 Municipal Bond ETF (BSMW, ETF).
WIA vs BSMW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WIA
$209M
BSMW
$208M
Expense Ratio
WIA
N/A
BSMW
0.18%
Max Drawdown
WIA
51.47%
Winner
BSMW
9.40%
Sharpe Ratio
WIA
-0.14
Winner
BSMW
0.55
5Y Beta
WIA
0.09
Winner
BSMW
-0.03
5Y Dividends CAGR
WIA
-2.43%
BSMW
N/A
WIA vs BSMW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WIA
-0.87%
BSMW
-1.47%
3M
Winner
WIA
-0.70%
BSMW
-1.03%
6M
Winner
WIA
+0.10%
BSMW
-0.98%
1Y
WIA
+3.07%
Winner
BSMW
+4.97%
5Y(CAGR)
WIA
-1.12%
BSMW
N/A
10Y(CAGR)
WIA
+3.52%
BSMW
N/A
Max(CAGR)
Winner
WIA
+3.00%
BSMW
+2.89%
WIA vs BSMW - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | WIA | BSMW |
|---|---|---|
| 2026 | +0.37% | -0.31% |
| 2025 | +11.55% | +3.34% |
| 2024 | +5.68% | -0.17% |
| 2023 | +5.13% | +7.00% |
| 2022 | -25.44% | N/A |
| 2021 | +10.46% | N/A |
| 2020 | +18.63% | N/A |
| 2019 | +19.20% | N/A |
| 2018 | -8.16% | N/A |
| 2017 | +7.15% | N/A |
| 2016 | +11.86% | N/A |
| 2015 | -6.41% | N/A |
| 2014 | +4.69% | N/A |
| 2013 | -10.54% | N/A |
| 2012 | +6.06% | N/A |
| 2011 | +2.67% | N/A |
| 2010 | +7.68% | N/A |
| 2009 | +15.75% | N/A |
| 2008 | -2.58% | N/A |
| 2007 | +8.94% | N/A |
| 2006 | -1.43% | N/A |
| 2005 | -3.72% | N/A |
| 2004 | -6.93% | N/A |
| 2003 | +1.67% | N/A |
WIA vs BSMW Drawdown Comparison
The maximum drawdown for WIA was -30.29%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The maximum drawdown for BSMW was -7.58%, occurring on Oct 25, 2023. Recovery took 164 trading sessions.
The current WIA drawdown is -8.79%. The current BSMW drawdown is -2.36%.
| Rank | WIA | BSMW |
|---|---|---|
| #1 | -30.29% Dec 8, 2021 - Oct 21, 2022 | -7.58% Apr 12, 2023 - Dec 5, 2023 |
| #2 | -28.56% Jul 10, 2008 - Jun 29, 2009 | -6.44% Dec 3, 2024 - Sep 15, 2025 |
| #3 | -26.35% Feb 21, 2020 - Jul 23, 2020 | -3.48% Dec 27, 2023 - Aug 2, 2024 |
| #4 | -18.35% Apr 1, 2004 - Feb 1, 2008 | -3.20% Oct 1, 2024 - Dec 3, 2024 |
| #5 | -17.35% Apr 8, 2013 - Dec 13, 2017 | -2.92% Feb 27, 2026 - Mar 26, 2026 |
| #6 | -9.75% Jan 12, 2018 - Jun 20, 2019 | -1.45% Aug 5, 2024 - Oct 1, 2024 |
| #7 | -8.00% Aug 27, 2020 - Nov 24, 2020 | -0.69% Mar 17, 2023 - Mar 24, 2023 |
| #8 | -7.74% Nov 9, 2010 - Apr 27, 2011 | -0.49% Sep 17, 2025 - Oct 7, 2025 |
| #9 | -6.68% Dec 31, 2020 - May 10, 2021 | -0.37% Nov 11, 2025 - Dec 29, 2025 |
| #10 | -6.17% May 6, 2011 - Feb 15, 2012 | -0.37% Apr 6, 2023 - Apr 11, 2023 |
| #11 | -4.69% Jul 29, 2021 - Nov 29, 2021 | -0.34% Mar 13, 2023 - Mar 15, 2023 |
| #12 | -4.46% May 12, 2010 - Aug 27, 2010 | -0.30% Mar 1, 2023 - Mar 6, 2023 |
| #13 | -4.30% Feb 4, 2008 - May 9, 2008 | -0.27% Dec 6, 2023 - Dec 13, 2023 |
| #14 | -3.76% Feb 3, 2010 - Apr 15, 2010 | -0.26% Oct 22, 2025 - Nov 11, 2025 |
| #15 | -3.55% Dec 22, 2003 - Jan 21, 2004 | -0.23% Dec 20, 2023 - Dec 27, 2023 |
Correlation
Correlation between WIA and BSMW is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2003 - 2026)
WIA vs BSMW dividend yield comparison.
| Year | WIA | BSMW |
|---|---|---|
| 2026 | 3.92% | 1.92% |
| 2025 | 7.50% | 3.24% |
| 2024 | 7.50% | 3.48% |
| 2023 | 11.08% | 2.36% |
| 2022 | 15.23% | 0.00% |
| 2021 | 10.65% | 0.00% |
| 2020 | 5.71% | 0.00% |
| 2019 | 3.41% | 0.00% |
| 2018 | 3.91% | 0.00% |
| 2017 | 3.43% | 0.00% |
| 2016 | 3.34% | 0.00% |
| 2015 | 3.63% | 0.00% |
| 2014 | 3.59% | 0.00% |
| 2013 | 3.17% | 0.00% |
| 2012 | 2.68% | 0.00% |
| 2011 | 3.99% | 0.00% |
| 2010 | 3.53% | 0.00% |
| 2009 | 3.84% | 0.00% |
| 2008 | 7.82% | 0.00% |
| 2007 | 5.90% | 0.00% |
| 2006 | 5.12% | 0.00% |
| 2005 | 7.75% | 0.00% |
| 2004 | 6.44% | 0.00% |
| 2003 | 1.07% | 0.00% |
Select Stocks to Compare
Popular: WIA vs SPYBSMW vs SPY
More Comparisons
Compare with similar stocks