WIA vs IVAL
Comparison between Western Asset Inflation-Linked Income Fund (WIA, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF).
5-Year PerformanceIVAL has outperformed WIA, delivering a return of +9.0% compared to -1.1%
WIA vs IVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WIA vs IVAL - Historical Returns
Returns include dividend reinvestment.
WIA vs IVAL - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | WIA | IVAL |
|---|---|---|
| 2026 | +0.37% | +11.92% |
| 2025 | +11.55% | +34.83% |
| 2024 | +5.68% | -0.14% |
| 2023 | +5.13% | +21.45% |
| 2022 | -25.44% | -10.65% |
| 2021 | +10.46% | -0.49% |
| 2020 | +18.63% | -5.86% |
| 2019 | +19.20% | +21.63% |
| 2018 | -8.16% | -23.13% |
| 2017 | +7.15% | +30.02% |
| 2016 | +11.86% | +10.36% |
| 2015 | -6.41% | -3.15% |
| 2014 | +4.69% | +0.36% |
| 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 IVAL 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 IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The current WIA drawdown is -8.79%. The current IVAL drawdown is -3.34%.
| Rank | WIA | IVAL |
|---|---|---|
| #1 | -30.29% Dec 8, 2021 - Oct 21, 2022 | -46.04% Jan 24, 2018 - Mar 19, 2025 |
| #2 | -28.56% Jul 10, 2008 - Jun 29, 2009 | -25.82% May 18, 2015 - Feb 21, 2017 |
| #3 | -26.35% Feb 21, 2020 - Jul 23, 2020 | -13.12% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -18.35% Apr 1, 2004 - Feb 1, 2008 | -11.24% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -17.35% Apr 8, 2013 - Dec 13, 2017 | -5.22% Oct 27, 2025 - Dec 4, 2025 |
| #6 | -9.75% Jan 12, 2018 - Jun 20, 2019 | -4.62% Dec 26, 2014 - Feb 3, 2015 |
| #7 | -8.00% Aug 27, 2020 - Nov 24, 2020 | -4.58% Nov 8, 2017 - Dec 21, 2017 |
| #8 | -7.74% Nov 9, 2010 - Apr 27, 2011 | -4.28% Jul 23, 2025 - Aug 8, 2025 |
| #9 | -6.68% Dec 31, 2020 - May 10, 2021 | -4.27% Sep 16, 2025 - Oct 27, 2025 |
| #10 | -6.17% May 6, 2011 - Feb 15, 2012 | -3.35% Mar 23, 2015 - Apr 15, 2015 |
| #11 | -4.69% Jul 29, 2021 - Nov 29, 2021 | -3.09% Feb 20, 2015 - Mar 23, 2015 |
| #12 | -4.46% May 12, 2010 - Aug 27, 2010 | -2.64% Jun 2, 2017 - Jul 12, 2017 |
| #13 | -4.30% Feb 4, 2008 - May 9, 2008 | -2.64% Jul 2, 2025 - Jul 23, 2025 |
| #14 | -3.76% Feb 3, 2010 - Apr 15, 2010 | -2.62% Aug 1, 2017 - Aug 25, 2017 |
| #15 | -3.55% Dec 22, 2003 - Jan 21, 2004 | -2.49% Jun 2, 2025 - Jun 27, 2025 |
Correlation
Correlation between WIA and IVAL is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2003 - 2026)
WIA vs IVAL dividend yield comparison.
| Year | WIA | IVAL |
|---|---|---|
| 2026 | 3.92% | 1.55% |
| 2025 | 7.50% | 2.75% |
| 2024 | 7.50% | 3.60% |
| 2023 | 11.08% | 5.15% |
| 2022 | 15.23% | 8.00% |
| 2021 | 10.65% | 3.95% |
| 2020 | 5.71% | 2.07% |
| 2019 | 3.41% | 2.51% |
| 2018 | 3.91% | 2.93% |
| 2017 | 3.43% | 1.73% |
| 2016 | 3.34% | 2.02% |
| 2015 | 3.63% | 1.86% |
| 2014 | 3.59% | 0.20% |
| 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
More Comparisons
Compare with similar stocks