WIA vs IDE

Comparison between Western Asset Inflation-Linked Income Fund (WIA, ETF) and Voya Infrastructure Industrials and Materials Fund (IDE, ETF).

5-Year PerformanceIDE has outperformed WIA, delivering a return of +10.5% compared to -0.8%

WIA vs IDE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIA(ETF)	IDE(ETF)
Net Assets	$206M	$206M
Max Drawdown	51.47%	70.45%
Sharpe Ratio	-0.33	0.87
5Y Beta	0.09	0.64
5Y Dividends CAGR	-6.80%	5.55%

Net Assets

WIA

$206M

Winner

IDE

$206M

Max Drawdown

Winner

WIA

51.47%

IDE

70.45%

Sharpe Ratio

WIA

-0.33

Winner

IDE

0.87

5Y Beta

Winner

WIA

0.09

IDE

0.64

5Y Dividends CAGR

WIA

-6.80%

Winner

IDE

5.55%

WIA vs IDE - Historical Returns

Returns include dividend reinvestment.

Period	WIA	IDE
1 month	+0.47%	+1.23%
3 months	-0.47%	-3.19%
6 months	-0.49%	-3.23%
1 year	+0.99%	+16.80%
5 years(CAGR)	-0.84%	+10.52%
10 years(CAGR)	+3.62%	+10.50%
Max(CAGR)	+3.03%	+7.64%

WIA

+0.47%

Winner

IDE

+1.23%

Winner

WIA

-0.47%

IDE

-3.19%

Winner

WIA

-0.49%

IDE

-3.23%

WIA

+0.99%

Winner

IDE

+16.80%

5Y(CAGR)

WIA

-0.84%

Winner

IDE

+10.52%

10Y(CAGR)

WIA

+3.62%

Winner

IDE

+10.50%

Max(CAGR)

WIA

+3.03%

Winner

IDE

+7.64%

WIA vs IDE - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	WIA	IDE
2026	+1.37%	+13.01%
2025	+11.55%	+34.19%
2024	+5.68%	+9.99%
2023	+5.13%	+20.98%
2022	-25.44%	-17.05%
2021	+10.46%	+25.84%
2020	+18.63%	-1.45%
2019	+19.20%	+12.25%
2018	-8.16%	-25.17%
2017	+7.15%	+39.27%
2016	+11.86%	+19.50%
2015	-6.41%	-11.77%
2014	+4.69%	+1.60%
2013	-10.54%	+12.26%
2012	+6.06%	+14.41%
2011	+2.67%	-13.97%
2010	+7.68%	+8.38%
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 IDE 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 IDE was -52.38%, occurring on Mar 23, 2020. Recovery took 815 trading sessions.

The current WIA drawdown is -7.88%. The current IDE drawdown is -4.16%.

Rank	WIA	IDE
#1	-30.29% Dec 8, 2021 - Oct 21, 2022	-52.38% Jan 4, 2018 - Apr 1, 2021
#2	-28.56% Jul 10, 2008 - Jun 29, 2009	-34.47% Jul 24, 2014 - Mar 29, 2017
#3	-26.35% Feb 21, 2020 - Jul 23, 2020	-30.87% Jul 7, 2011 - Oct 28, 2013
#4	-18.35% Apr 1, 2004 - Feb 1, 2008	-30.62% Jun 2, 2021 - May 24, 2024
#5	-17.35% Apr 8, 2013 - Dec 13, 2017	-22.00% Apr 1, 2010 - Nov 3, 2010
#6	-9.75% Jan 12, 2018 - Jun 20, 2019	-18.30% Nov 11, 2024 - May 14, 2025
#7	-8.00% Aug 27, 2020 - Nov 24, 2020	-14.34% Mar 2, 2026 - May 29, 2026
#8	-7.74% Nov 9, 2010 - Apr 27, 2011	-9.12% Apr 1, 2011 - Jul 7, 2011
#9	-6.68% Dec 31, 2020 - May 10, 2021	-7.63% Oct 30, 2025 - Dec 22, 2025
#10	-6.17% May 6, 2011 - Feb 15, 2012	-7.41% Jun 15, 2026 - Jul 29, 2026
#11	-4.69% Jul 29, 2021 - Nov 29, 2021	-6.72% Dec 31, 2013 - Feb 21, 2014
#12	-4.46% May 12, 2010 - Aug 27, 2010	-6.60% Jul 16, 2024 - Aug 20, 2024
#13	-4.30% Feb 4, 2008 - May 9, 2008	-6.55% Aug 7, 2017 - Sep 18, 2017
#14	-3.76% Feb 3, 2010 - Apr 15, 2010	-5.94% Nov 4, 2010 - Dec 2, 2010
#15	-3.55% Dec 22, 2003 - Jan 21, 2004	-5.63% Oct 2, 2017 - Dec 18, 2017

Correlation

Correlation between WIA and IDE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2003 - 2026)

WIA vs IDE dividend yield comparison.

Year	WIA	IDE
2026	5.24%	5.30%
2025	7.50%	9.76%
2024	7.50%	11.12%
2023	11.08%	9.00%
2022	15.23%	9.99%
2021	10.65%	7.58%
2020	5.71%	8.89%
2019	3.41%	9.02%
2018	3.91%	16.46%
2017	3.43%	6.88%
2016	3.34%	10.67%
2015	3.63%	12.56%
2014	3.59%	10.34%
2013	3.17%	9.46%
2012	2.68%	10.43%
2011	3.99%	11.70%
2010	3.53%	9.14%
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%