WIW vs AVMV

Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and AVANTIS U.S. MID CAP VALUE ETF (AVMV, ETF).

WIW vs AVMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIW(ETF)	AVMV(ETF)
Net Assets	$586M	$585M
Expense Ratio	N/A	0.20%
Max Drawdown	47.87%	24.83%
Sharpe Ratio	0.56	1.45
5Y Beta	0.17	0.94
P/E Ratio	N/A	19.99
Forward P/E	N/A	14.39
PEG Ratio	N/A	0.43
5Y Dividends CAGR	16.54%	N/A
5Y EPS CAGR	N/A	16.39%
P/S Ratio	N/A	1.28
P/B Ratio	N/A	2.70

Net Assets

Winner

WIW

$586M

AVMV

$585M

Expense Ratio

WIW

N/A

AVMV

0.20%

Max Drawdown

WIW

47.87%

Winner

AVMV

24.83%

Sharpe Ratio

WIW

0.56

Winner

AVMV

1.45

5Y Beta

Winner

WIW

0.17

AVMV

0.94

P/E Ratio

WIW

N/A

AVMV

19.99

Forward P/E

WIW

N/A

AVMV

14.39

PEG Ratio

WIW

N/A

AVMV

0.43

5Y Dividends CAGR

WIW

16.54%

AVMV

N/A

5Y EPS CAGR

WIW

N/A

AVMV

16.39%

P/S Ratio

WIW

N/A

AVMV

1.28

P/B Ratio

WIW

N/A

AVMV

2.70

WIW vs AVMV - Historical Returns

Returns include dividend reinvestment.

Period	WIW	AVMV
1 month	+0.03%	+0.37%
3 months	-0.12%	+4.75%
6 months	+0.79%	+11.43%
1 year	+7.99%	+25.66%
5 years(CAGR)	+0.73%	N/A
10 years(CAGR)	+4.05%	N/A
Max(CAGR)	+3.20%	+22.41%

WIW

+0.03%

Winner

AVMV

+0.37%

WIW

-0.12%

Winner

AVMV

+4.75%

WIW

+0.79%

Winner

AVMV

+11.43%

WIW

+7.99%

Winner

AVMV

+25.66%

5Y(CAGR)

WIW

+0.73%

AVMV

N/A

10Y(CAGR)

WIW

+4.05%

AVMV

N/A

Max(CAGR)

WIW

+3.20%

Winner

AVMV

+22.41%

WIW vs AVMV - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	WIW	AVMV
2026	+2.27%	+9.52%
2025	+12.87%	+10.52%
2024	+3.83%	+18.73%
2023	+5.18%	+15.56%
2022	-24.22%	N/A
2021	+17.98%	N/A
2020	+11.08%	N/A
2019	+17.46%	N/A
2018	-8.61%	N/A
2017	+6.79%	N/A
2016	+11.57%	N/A
2015	-6.44%	N/A
2014	+3.15%	N/A
2013	-12.26%	N/A
2012	+6.82%	N/A
2011	+5.55%	N/A
2010	+8.36%	N/A
2009	+16.80%	N/A
2008	-4.76%	N/A
2007	+8.12%	N/A
2006	+1.29%	N/A
2005	-1.60%	N/A
2004	-8.66%	N/A

WIW vs AVMV Drawdown Comparison

The maximum drawdown for WIW was -29.45%, occurring on Sep 29, 2022. This drawdown has not yet recovered.

The maximum drawdown for AVMV was -24.24%, occurring on Apr 8, 2025. Recovery took 252 trading sessions.

The current WIW drawdown is -5.79%. The current AVMV drawdown is -1.21%.

Rank	WIW	AVMV
#1	-29.45% Dec 31, 2021 - Sep 29, 2022	-24.24% Nov 25, 2024 - Nov 28, 2025
#2	-29.11% Jul 10, 2008 - Aug 19, 2009	-8.56% Jul 16, 2024 - Sep 19, 2024
#3	-24.98% Feb 21, 2020 - Nov 16, 2020	-7.62% Feb 20, 2026 - Apr 20, 2026
#4	-20.83% Mar 10, 2004 - Jan 2, 2008	-7.18% Mar 28, 2024 - Jul 16, 2024
#5	-16.93% Apr 8, 2013 - Sep 20, 2017	-4.27% Dec 26, 2023 - Feb 12, 2024
#6	-10.95% Jan 12, 2018 - Jun 20, 2019	-2.90% Oct 16, 2024 - Nov 6, 2024
#7	-7.15% Nov 10, 2010 - Jul 29, 2011	-2.78% May 6, 2026 - Jun 2, 2026
#8	-4.73% Dec 1, 2009 - Apr 26, 2010	-2.14% Feb 12, 2024 - Feb 15, 2024
#9	-4.67% Nov 11, 2021 - Dec 31, 2021	-2.01% Jan 15, 2026 - Jan 21, 2026
#10	-4.46% Feb 9, 2021 - Apr 19, 2021	-1.92% Nov 11, 2024 - Nov 21, 2024
#11	-4.13% May 6, 2010 - Aug 9, 2010	-1.78% Dec 11, 2025 - Jan 5, 2026
#12	-4.11% Aug 18, 2011 - Jan 4, 2012	-1.66% Dec 19, 2023 - Dec 26, 2023
#13	-3.95% Feb 6, 2008 - Apr 14, 2008	-1.64% Feb 11, 2026 - Feb 18, 2026
#14	-2.91% Jun 15, 2021 - Jul 6, 2021	-1.50% Dec 4, 2023 - Dec 11, 2023
#15	-2.82% Dec 31, 2020 - Jan 19, 2021	-1.28% Jan 21, 2026 - Feb 3, 2026

Correlation

Correlation between WIW and AVMV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2004 - 2026)

WIW vs AVMV dividend yield comparison.

Year	WIW	AVMV
2026	3.69%	0.23%
2025	8.68%	1.20%
2024	8.78%	1.30%
2023	10.38%	0.25%
2022	11.81%	0.00%
2021	6.93%	0.00%
2020	3.20%	0.00%
2019	3.74%	0.00%
2018	4.26%	0.00%
2017	3.70%	0.00%
2016	3.61%	0.00%
2015	3.91%	0.00%
2014	3.85%	0.00%
2013	3.36%	0.00%
2012	2.79%	0.00%
2011	4.20%	0.00%
2010	3.81%	0.00%
2009	4.15%	0.00%
2008	8.65%	0.00%
2007	6.31%	0.00%
2006	5.45%	0.00%
2005	7.92%	0.00%
2004	6.78%	0.00%