WIA vs XTWO

Comparison between Western Asset Inflation-Linked Income Fund (WIA, ETF) and BONDBLOXX BLOOMBERG TWO YEAR TARGET DURATION US TREASURY ETF (XTWO, ETF).

WIA vs XTWO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIA(ETF)	XTWO(ETF)
Net Assets	$206M	$206M
Expense Ratio	N/A	0.05%
Max Drawdown	51.47%	3.14%
Sharpe Ratio	-0.33	-0.99
5Y Beta	0.09	-0.01
5Y Dividends CAGR	-6.80%	N/A

Net Assets

Winner

WIA

$206M

XTWO

$206M

Expense Ratio

WIA

N/A

XTWO

0.05%

Max Drawdown

WIA

51.47%

Winner

XTWO

3.14%

Sharpe Ratio

Winner

WIA

-0.33

XTWO

-0.99

5Y Beta

WIA

0.09

Winner

XTWO

-0.01

5Y Dividends CAGR

WIA

-6.80%

XTWO

N/A

WIA vs XTWO - Historical Returns

Returns include dividend reinvestment.

Period	WIA	XTWO
1 month	+0.47%	+0.27%
3 months	-0.47%	+0.44%
6 months	-0.49%	+0.10%
1 year	+0.99%	+2.37%
5 years(CAGR)	-0.84%	N/A
10 years(CAGR)	+3.62%	N/A
Max(CAGR)	+3.03%	+3.64%

Winner

WIA

+0.47%

XTWO

+0.27%

WIA

-0.47%

Winner

XTWO

+0.44%

WIA

-0.49%

Winner

XTWO

+0.10%

WIA

+0.99%

Winner

XTWO

+2.37%

5Y(CAGR)

WIA

-0.84%

XTWO

N/A

10Y(CAGR)

WIA

+3.62%

XTWO

N/A

Max(CAGR)

WIA

+3.03%

Winner

XTWO

+3.64%

WIA vs XTWO - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	WIA	XTWO
2026	+1.37%	+0.89%
2025	+11.55%	+5.19%
2024	+5.68%	+4.04%
2023	+5.13%	+4.19%
2022	-25.44%	+0.17%
2021	+10.46%	N/A
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 XTWO 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 XTWO was -1.73%, occurring on Jul 6, 2023. Recovery took 134 trading sessions.

The current WIA drawdown is -7.88%. The current XTWO drawdown is -0.26%.

Rank	WIA	XTWO
#1	-30.29% Dec 8, 2021 - Oct 21, 2022	-1.73% May 4, 2023 - Nov 14, 2023
#2	-28.56% Jul 10, 2008 - Jun 29, 2009	-1.54% Feb 2, 2023 - Mar 13, 2023
#3	-26.35% Feb 21, 2020 - Jul 23, 2020	-1.18% Mar 21, 2024 - Jun 6, 2024
#4	-18.35% Apr 1, 2004 - Feb 1, 2008	-1.15% Sep 16, 2022 - Dec 1, 2022
#5	-17.35% Apr 8, 2013 - Dec 13, 2017	-1.07% Sep 24, 2024 - Jan 28, 2025
#6	-9.75% Jan 12, 2018 - Jun 20, 2019	-0.91% Feb 27, 2026 - Aug 4, 2026
#7	-8.00% Aug 27, 2020 - Nov 24, 2020	-0.81% Feb 1, 2024 - Mar 21, 2024
#8	-7.74% Nov 9, 2010 - Apr 27, 2011	-0.77% Apr 30, 2025 - Jun 23, 2025
#9	-6.68% Dec 31, 2020 - May 10, 2021	-0.75% Mar 24, 2023 - May 3, 2023
#10	-6.17% May 6, 2011 - Feb 15, 2012	-0.52% Mar 17, 2023 - Mar 23, 2023
#11	-4.69% Jul 29, 2021 - Nov 29, 2021	-0.48% Apr 4, 2025 - Apr 25, 2025
#12	-4.46% May 12, 2010 - Aug 27, 2010	-0.41% Jan 12, 2024 - Feb 1, 2024
#13	-4.30% Feb 4, 2008 - May 9, 2008	-0.40% Mar 15, 2023 - Mar 17, 2023
#14	-3.76% Feb 3, 2010 - Apr 15, 2010	-0.37% Dec 16, 2022 - Jan 6, 2023
#15	-3.55% Dec 22, 2003 - Jan 21, 2004	-0.35% Mar 13, 2023 - Mar 15, 2023

Correlation

Correlation between WIA and XTWO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2003 - 2026)

WIA vs XTWO dividend yield comparison.

Year	WIA	XTWO
2026	5.24%	2.27%
2025	7.50%	4.24%
2024	7.50%	4.54%
2023	11.08%	4.07%
2022	15.23%	1.13%
2021	10.65%	0.00%
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%