WIA vs SPY
Comparison between Western Asset Inflation-Linked Income Fund (WIA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed WIA, delivering a return of +13.3% compared to -0.6%
WIA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WIA
$212M
Winner
SPY
$735B
Expense Ratio
WIA
N/A
SPY
0.09%
Max Drawdown
Winner
WIA
51.47%
SPY
56.47%
Sharpe Ratio
WIA
0.43
Winner
SPY
1.62
5Y Beta
Winner
WIA
0.09
SPY
1.00
P/E Ratio
WIA
N/A
SPY
28.99
Forward P/E
WIA
N/A
SPY
22.37
5Y Dividends CAGR
WIA
-2.32%
Winner
SPY
5.43%
5Y EPS CAGR
WIA
N/A
SPY
26.05%
Debt to Equity
WIA
N/A
SPY
32.40%
P/S Ratio
WIA
N/A
SPY
3.74
P/B Ratio
WIA
N/A
SPY
5.61
WIA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
WIA
-0.22%
Winner
SPY
+1.90%
3M
WIA
+0.46%
Winner
SPY
+8.55%
6M
WIA
+1.25%
Winner
SPY
+8.18%
1Y
WIA
+6.39%
Winner
SPY
+25.79%
5Y(CAGR)
WIA
-0.57%
Winner
SPY
+13.32%
10Y(CAGR)
WIA
+3.74%
Winner
SPY
+15.19%
Max(CAGR)
WIA
+3.06%
Winner
SPY
+8.47%
WIA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WIA | SPY |
|---|---|---|
| 2026 | +1.23% | +8.26% |
| 2025 | +11.55% | +18.00% |
| 2024 | +5.68% | +25.59% |
| 2023 | +5.13% | +26.72% |
| 2022 | -25.44% | -18.64% |
| 2021 | +10.46% | +30.52% |
| 2020 | +18.63% | +17.28% |
| 2019 | +19.20% | +31.09% |
| 2018 | -8.16% | -5.24% |
| 2017 | +7.15% | +20.78% |
| 2016 | +11.86% | +13.59% |
| 2015 | -6.41% | +1.31% |
| 2014 | +4.69% | +14.56% |
| 2013 | -10.54% | +29.00% |
| 2012 | +6.06% | +14.17% |
| 2011 | +2.67% | +0.85% |
| 2010 | +7.68% | +13.14% |
| 2009 | +15.75% | +22.67% |
| 2008 | -2.58% | -36.25% |
| 2007 | +8.94% | +5.32% |
| 2006 | -1.43% | +13.85% |
| 2005 | -3.72% | +5.32% |
| 2004 | -6.93% | +10.75% |
| 2003 | +1.67% | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
WIA vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WIA drawdown is -8.01%. The current SPY drawdown is -2.90%.
| Rank | WIA | SPY |
|---|---|---|
| #1 | -30.29% Dec 8, 2021 - Oct 21, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -28.56% Jul 10, 2008 - Jun 29, 2009 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.35% Feb 21, 2020 - Jul 23, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -18.35% Apr 1, 2004 - Feb 1, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.35% Apr 8, 2013 - Dec 13, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.75% Jan 12, 2018 - Jun 20, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.00% Aug 27, 2020 - Nov 24, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.74% Nov 9, 2010 - Apr 27, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.68% Dec 31, 2020 - May 10, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.17% May 6, 2011 - Feb 15, 2012 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.69% Jul 29, 2021 - Nov 29, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.46% May 12, 2010 - Aug 27, 2010 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.30% Feb 4, 2008 - May 9, 2008 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.76% Feb 3, 2010 - Apr 15, 2010 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.55% Dec 22, 2003 - Jan 21, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WIA and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (1999 - 2026)
WIA vs SPY dividend yield comparison.
| Year | WIA | SPY |
|---|---|---|
| 2026 | 3.22% | 0.24% |
| 2025 | 7.50% | 1.07% |
| 2024 | 7.50% | 1.21% |
| 2023 | 11.08% | 1.40% |
| 2022 | 15.23% | 1.65% |
| 2021 | 10.65% | 1.20% |
| 2020 | 5.71% | 1.52% |
| 2019 | 3.41% | 1.75% |
| 2018 | 3.91% | 2.04% |
| 2017 | 3.43% | 1.80% |
| 2016 | 3.34% | 2.03% |
| 2015 | 3.63% | 2.06% |
| 2014 | 3.59% | 1.87% |
| 2013 | 3.17% | 1.81% |
| 2012 | 2.68% | 2.18% |
| 2011 | 3.99% | 2.05% |
| 2010 | 3.53% | 1.80% |
| 2009 | 3.84% | 1.95% |
| 2008 | 7.82% | 3.02% |
| 2007 | 5.90% | 1.85% |
| 2006 | 5.12% | 1.73% |
| 2005 | 7.75% | 1.73% |
| 2004 | 6.44% | 1.82% |
| 2003 | 1.07% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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