WIA vs GINN

Comparison between Western Asset Inflation-Linked Income Fund (WIA, ETF) and GOLDMAN SACHS INNOVATE EQUITY ETF (GINN, ETF).

5-Year PerformanceGINN has outperformed WIA, delivering a return of +6.0% compared to -1.1%

WIA vs GINN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIA(ETF)	GINN(ETF)
Net Assets	$209M	$209M
Expense Ratio	N/A	0.50%
Max Drawdown	51.47%	41.60%
Sharpe Ratio	-0.06	0.75
5Y Beta	0.09	1.08
P/E Ratio	N/A	-2861.92
Forward P/E	N/A	19.07
5Y Dividends CAGR	-2.43%	N/A
5Y EPS CAGR	N/A	20.31%
P/S Ratio	N/A	0.78
P/B Ratio	N/A	4.18

Net Assets

WIA

$209M

Winner

GINN

$209M

Expense Ratio

WIA

N/A

GINN

0.50%

Max Drawdown

WIA

51.47%

Winner

GINN

41.60%

Sharpe Ratio

WIA

-0.06

Winner

GINN

0.75

5Y Beta

Winner

WIA

0.09

GINN

1.08

P/E Ratio

WIA

N/A

GINN

-2861.92

Forward P/E

WIA

N/A

GINN

19.07

5Y Dividends CAGR

WIA

-2.43%

GINN

N/A

5Y EPS CAGR

WIA

N/A

GINN

20.31%

P/S Ratio

WIA

N/A

GINN

0.78

P/B Ratio

WIA

N/A

GINN

4.18

WIA vs GINN - Historical Returns

Returns include dividend reinvestment.

Period	WIA	GINN
1 month	-0.47%	+1.03%
3 months	-0.42%	+5.27%
6 months	+0.75%	+4.19%
1 year	+2.97%	+15.91%
5 years(CAGR)	-1.07%	+5.97%
10 years(CAGR)	+3.57%	N/A
Max(CAGR)	+3.02%	+8.95%

WIA

-0.47%

Winner

GINN

+1.03%

WIA

-0.42%

Winner

GINN

+5.27%

WIA

+0.75%

Winner

GINN

+4.19%

WIA

+2.97%

Winner

GINN

+15.91%

5Y(CAGR)

WIA

-1.07%

Winner

GINN

+5.97%

10Y(CAGR)

WIA

+3.57%

GINN

N/A

Max(CAGR)

WIA

+3.02%

Winner

GINN

+8.95%

WIA vs GINN - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	WIA	GINN
2026	+0.87%	+6.48%
2025	+11.55%	+20.08%
2024	+5.68%	+20.55%
2023	+5.13%	+29.77%
2022	-25.44%	-32.92%
2021	+10.46%	+11.54%
2020	+18.63%	+9.84%
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 GINN 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 GINN was -41.25%, occurring on Oct 14, 2022. Recovery took 756 trading sessions.

The current WIA drawdown is -8.33%. The current GINN drawdown is -2.93%.

Rank	WIA	GINN
#1	-30.29% Dec 8, 2021 - Oct 21, 2022	-41.25% Nov 8, 2021 - Nov 11, 2024
#2	-28.56% Jul 10, 2008 - Jun 29, 2009	-22.25% Feb 18, 2025 - Jun 26, 2025
#3	-26.35% Feb 21, 2020 - Jul 23, 2020	-13.18% Jan 12, 2026 - May 6, 2026
#4	-18.35% Apr 1, 2004 - Feb 1, 2008	-12.07% Feb 12, 2021 - Jun 28, 2021
#5	-17.35% Apr 8, 2013 - Dec 13, 2017	-8.54% Oct 27, 2025 - Jan 12, 2026
#6	-9.75% Jan 12, 2018 - Jun 20, 2019	-8.25% Sep 7, 2021 - Nov 3, 2021
#7	-8.00% Aug 27, 2020 - Nov 24, 2020	-6.03% Jun 1, 2026 - Jun 10, 2026
#8	-7.74% Nov 9, 2010 - Apr 27, 2011	-5.65% Dec 6, 2024 - Jan 24, 2025
#9	-6.68% Dec 31, 2020 - May 10, 2021	-4.53% Jun 29, 2021 - Aug 25, 2021
#10	-6.17% May 6, 2011 - Feb 15, 2012	-3.91% Jul 23, 2025 - Aug 13, 2025
#11	-4.69% Jul 29, 2021 - Nov 29, 2021	-3.91% Oct 6, 2025 - Oct 27, 2025
#12	-4.46% May 12, 2010 - Aug 27, 2010	-3.90% Jan 25, 2021 - Feb 3, 2021
#13	-4.30% Feb 4, 2008 - May 9, 2008	-3.69% Nov 11, 2024 - Nov 25, 2024
#14	-3.76% Feb 3, 2010 - Apr 15, 2010	-2.20% Nov 9, 2020 - Nov 16, 2020
#15	-3.55% Dec 22, 2003 - Jan 21, 2004	-2.17% May 14, 2026 - May 21, 2026

Correlation

Correlation between WIA and GINN is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2003 - 2026)

WIA vs GINN dividend yield comparison.

Year	WIA	GINN
2026	3.90%	0.00%
2025	7.50%	1.26%
2024	7.50%	1.26%
2023	11.08%	1.01%
2022	15.23%	0.69%
2021	10.65%	0.67%
2020	5.71%	0.07%
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%