WIA vs QQMG

Comparison between Western Asset Inflation-Linked Income Fund (WIA, ETF) and Invesco ESG NASDAQ 100 ETF (QQMG, ETF).

5-Year PerformanceQQMG has outperformed WIA, delivering a return of +17.0% compared to -0.5%

WIA vs QQMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIA(ETF)	QQMG(ETF)
Net Assets	$212M	$211M
Expense Ratio	N/A	0.20%
Max Drawdown	51.47%	35.79%
Sharpe Ratio	0.34	1.83
5Y Beta	0.09	1.27
P/E Ratio	N/A	38.72
Forward P/E	N/A	25.90
PEG Ratio	N/A	0.33
5Y Dividends CAGR	-2.32%	N/A
5Y EPS CAGR	N/A	32.38%
Debt to Equity	N/A	34.56%

Net Assets

Winner

WIA

$212M

QQMG

$211M

Expense Ratio

WIA

N/A

QQMG

0.20%

Max Drawdown

WIA

51.47%

Winner

QQMG

35.79%

Sharpe Ratio

WIA

0.34

Winner

QQMG

1.83

5Y Beta

Winner

WIA

0.09

QQMG

1.27

P/E Ratio

WIA

N/A

QQMG

38.72

Forward P/E

WIA

N/A

QQMG

25.90

PEG Ratio

WIA

N/A

QQMG

0.33

5Y Dividends CAGR

WIA

-2.32%

QQMG

N/A

5Y EPS CAGR

WIA

N/A

QQMG

32.38%

Debt to Equity

WIA

N/A

QQMG

34.56%

WIA vs QQMG - Historical Returns

Returns include dividend reinvestment.

Period	WIA	QQMG
1 month	+0.52%	+5.14%
3 months	+1.57%	+26.24%
6 months	+1.63%	+22.73%
1 year	+5.11%	+42.72%
5 years(CAGR)	-0.49%	+17.03%
10 years(CAGR)	+3.87%	N/A
Max(CAGR)	+3.07%	+17.03%

WIA

+0.52%

Winner

QQMG

+5.14%

WIA

+1.57%

Winner

QQMG

+26.24%

WIA

+1.63%

Winner

QQMG

+22.73%

WIA

+5.11%

Winner

QQMG

+42.72%

5Y(CAGR)

WIA

-0.49%

Winner

QQMG

+17.03%

10Y(CAGR)

WIA

+3.87%

QQMG

N/A

Max(CAGR)

WIA

+3.07%

Winner

QQMG

+17.03%

WIA vs QQMG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	WIA	QQMG
2026	+1.60%	+21.55%
2025	+11.55%	+22.61%
2024	+5.68%	+27.95%
2023	+5.13%	+56.26%
2022	-25.44%	-32.08%
2021	+10.46%	+5.01%
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 QQMG 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 QQMG was -35.44%, occurring on Oct 14, 2022. Recovery took 491 trading sessions.

The current WIA drawdown is -7.67%. The current QQMG drawdown is -0.88%.

Rank	WIA	QQMG
#1	-30.29% Dec 8, 2021 - Oct 21, 2022	-35.44% Dec 27, 2021 - Dec 8, 2023
#2	-28.56% Jul 10, 2008 - Jun 29, 2009	-22.79% Feb 19, 2025 - Jun 24, 2025
#3	-26.35% Feb 21, 2020 - Jul 23, 2020	-14.16% Jul 10, 2024 - Nov 7, 2024
#4	-18.35% Apr 1, 2004 - Feb 1, 2008	-12.67% Jan 28, 2026 - Apr 15, 2026
#5	-17.35% Apr 8, 2013 - Dec 13, 2017	-7.95% Mar 22, 2024 - May 15, 2024
#6	-9.75% Jan 12, 2018 - Jun 20, 2019	-7.84% Oct 29, 2025 - Jan 28, 2026
#7	-8.00% Aug 27, 2020 - Nov 24, 2020	-6.99% Jun 2, 2026 - Jun 10, 2026
#8	-7.74% Nov 9, 2010 - Apr 27, 2011	-6.04% Dec 16, 2024 - Feb 18, 2025
#9	-6.68% Dec 31, 2020 - May 10, 2021	-5.19% Nov 19, 2021 - Dec 27, 2021
#10	-6.17% May 6, 2011 - Feb 15, 2012	-3.85% Dec 28, 2023 - Jan 16, 2024
#11	-4.69% Jul 29, 2021 - Nov 29, 2021	-3.68% Oct 8, 2025 - Oct 24, 2025
#12	-4.46% May 12, 2010 - Aug 27, 2010	-3.63% Nov 7, 2024 - Dec 3, 2024
#13	-4.30% Feb 4, 2008 - May 9, 2008	-3.49% Feb 9, 2024 - Mar 1, 2024
#14	-3.76% Feb 3, 2010 - Apr 15, 2010	-3.18% Aug 13, 2025 - Sep 11, 2025
#15	-3.55% Dec 22, 2003 - Jan 21, 2004	-2.98% Jun 18, 2024 - Jul 3, 2024

Correlation

Correlation between WIA and QQMG is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2003 - 2026)

WIA vs QQMG dividend yield comparison.

Year	WIA	QQMG
2026	3.21%	0.08%
2025	7.50%	0.41%
2024	7.50%	0.50%
2023	11.08%	0.60%
2022	15.23%	0.82%
2021	10.65%	0.08%
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%