WIA vs NRO

Comparison between Western Asset Inflation-Linked Income Fund (WIA, ETF) and Neuberger Berman Real Estate Securities Income Fund Inc (NRO, ETF).

5-Year PerformanceNRO has outperformed WIA, delivering a return of +1.4% compared to -0.6%

WIA vs NRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIA(ETF)	NRO(ETF)
Net Assets	$212M	$212M
Max Drawdown	51.47%	95.78%
Sharpe Ratio	0.43	0.12
5Y Beta	0.09	0.52
5Y Dividends CAGR	-2.32%	-0.51%

Net Assets

WIA

$212M

Winner

NRO

$212M

Max Drawdown

Winner

WIA

51.47%

NRO

95.78%

Sharpe Ratio

Winner

WIA

0.43

NRO

0.12

5Y Beta

Winner

WIA

0.09

NRO

0.52

5Y Dividends CAGR

WIA

-2.32%

Winner

NRO

-0.51%

WIA vs NRO - Historical Returns

Returns include dividend reinvestment.

Period	WIA	NRO
1 month	-0.22%	-0.28%
3 months	+0.46%	+1.48%
6 months	+1.25%	+4.65%
1 year	+6.39%	+5.08%
5 years(CAGR)	-0.57%	+1.39%
10 years(CAGR)	+3.74%	+5.11%
Max(CAGR)	+3.06%	+3.95%

Winner

WIA

-0.22%

NRO

-0.28%

WIA

+0.46%

Winner

NRO

+1.48%

WIA

+1.25%

Winner

NRO

+4.65%

Winner

WIA

+6.39%

NRO

+5.08%

5Y(CAGR)

WIA

-0.57%

Winner

NRO

+1.39%

10Y(CAGR)

WIA

+3.74%

Winner

NRO

+5.11%

Max(CAGR)

WIA

+3.06%

Winner

NRO

+3.95%

WIA vs NRO - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	WIA	NRO
2026	+1.23%	+3.21%
2025	+11.55%	+1.42%
2024	+5.68%	+21.27%
2023	+5.13%	+11.57%
2022	-25.44%	-34.32%
2021	+10.46%	+43.19%
2020	+18.63%	-10.30%
2019	+19.20%	+50.08%
2018	-8.16%	-16.97%
2017	+7.15%	+13.72%
2016	+11.86%	+19.29%
2015	-6.41%	+1.39%
2014	+4.69%	+27.95%
2013	-10.54%	-2.47%
2012	+6.06%	+30.01%
2011	+2.67%	-1.57%
2010	+7.68%	+39.23%
2009	+15.75%	+79.01%
2008	-2.58%	-78.32%
2007	+8.94%	-23.13%
2006	-1.43%	+45.34%
2005	-3.72%	+3.24%
2004	-6.93%	+9.79%
2003	+1.67%	+0.01%

WIA vs NRO 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 NRO was -92.77%, occurring on Mar 9, 2009. Recovery took 3026 trading sessions.

The current WIA drawdown is -8.01%. The current NRO drawdown is -8.49%.

Rank	WIA	NRO
#1	-30.29% Dec 8, 2021 - Oct 21, 2022	-92.77% Jun 4, 2007 - Jun 11, 2019
#2	-28.56% Jul 10, 2008 - Jun 29, 2009	-62.59% Feb 14, 2020 - Aug 31, 2021
#3	-26.35% Feb 21, 2020 - Jul 23, 2020	-42.26% Dec 31, 2021 - Sep 4, 2024
#4	-18.35% Apr 1, 2004 - Feb 1, 2008	-24.77% Sep 24, 2024 - Apr 8, 2025
#5	-17.35% Apr 8, 2013 - Dec 13, 2017	-23.10% Mar 17, 2004 - Oct 6, 2004
#6	-9.75% Jan 12, 2018 - Jun 20, 2019	-11.90% Aug 3, 2005 - Jan 9, 2006
#7	-8.00% Aug 27, 2020 - Nov 24, 2020	-11.77% Feb 7, 2007 - May 9, 2007
#8	-7.74% Nov 9, 2010 - Apr 27, 2011	-11.11% Dec 31, 2004 - Jun 7, 2005
#9	-6.68% Dec 31, 2020 - May 10, 2021	-9.17% Mar 17, 2006 - Jul 11, 2006
#10	-6.17% May 6, 2011 - Feb 15, 2012	-8.18% Sep 3, 2021 - Dec 27, 2021
#11	-4.69% Jul 29, 2021 - Nov 29, 2021	-5.47% Nov 17, 2003 - Mar 3, 2004
#12	-4.46% May 12, 2010 - Aug 27, 2010	-5.27% Jul 30, 2019 - Aug 19, 2019
#13	-4.30% Feb 4, 2008 - May 9, 2008	-5.14% Nov 4, 2004 - Nov 16, 2004
#14	-3.76% Feb 3, 2010 - Apr 15, 2010	-4.85% Oct 23, 2019 - Dec 13, 2019
#15	-3.55% Dec 22, 2003 - Jan 21, 2004	-4.18% Oct 27, 2006 - Nov 20, 2006

Correlation

Correlation between WIA and NRO is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2003 - 2026)

WIA vs NRO dividend yield comparison.

Year	WIA	NRO
2026	3.22%	5.23%
2025	7.50%	12.27%
2024	7.50%	10.56%
2023	11.08%	11.75%
2022	15.23%	11.97%
2021	10.65%	7.11%
2020	5.71%	10.89%
2019	3.41%	8.61%
2018	3.91%	12.76%
2017	3.43%	9.31%
2016	3.34%	7.63%
2015	3.63%	7.18%
2014	3.59%	4.92%
2013	3.17%	5.53%
2012	2.68%	5.23%
2011	3.99%	6.41%
2010	3.53%	6.02%
2009	3.84%	10.83%
2008	7.82%	101.52%
2007	5.90%	25.37%
2006	5.12%	10.93%
2005	7.75%	10.61%
2004	6.44%	7.99%
2003	1.07%	0.67%