WIW vs BGY

Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and BlackRock Enhanced International Dividend Trust (BGY, ETF).

5-Year PerformanceBGY has outperformed WIW, delivering a return of +5.2% compared to +0.6%

WIW vs BGY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIW(ETF)	BGY(ETF)
Net Assets	$585M	$586M
Max Drawdown	47.87%	80.86%
Sharpe Ratio	0.61	0.42
5Y Beta	0.17	0.59
5Y Dividends CAGR	16.54%	6.43%

Net Assets

WIW

$585M

Winner

BGY

$586M

Max Drawdown

Winner

WIW

47.87%

BGY

80.86%

Sharpe Ratio

Winner

WIW

0.61

BGY

0.42

5Y Beta

Winner

WIW

0.17

BGY

0.59

5Y Dividends CAGR

Winner

WIW

16.54%

BGY

6.43%

WIW vs BGY - Historical Returns

Returns include dividend reinvestment.

Period	WIW	BGY
1 month	-0.43%	+0.76%
3 months	+1.28%	+4.44%
6 months	+2.07%	+5.05%
1 year	+7.49%	+8.48%
5 years(CAGR)	+0.58%	+5.24%
10 years(CAGR)	+3.97%	+8.01%
Max(CAGR)	+3.20%	+3.55%

WIW

-0.43%

Winner

BGY

+0.76%

WIW

+1.28%

Winner

BGY

+4.44%

WIW

+2.07%

Winner

BGY

+5.05%

WIW

+7.49%

Winner

BGY

+8.48%

5Y(CAGR)

WIW

+0.58%

Winner

BGY

+5.24%

10Y(CAGR)

WIW

+3.97%

Winner

BGY

+8.01%

Max(CAGR)

WIW

+3.20%

Winner

BGY

+3.55%

WIW vs BGY - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	WIW	BGY
2026	+2.27%	+2.34%
2025	+12.87%	+20.70%
2024	+3.83%	+9.08%
2023	+5.18%	+12.19%
2022	-24.22%	-14.82%
2021	+17.98%	+15.55%
2020	+11.08%	+7.61%
2019	+17.46%	+26.35%
2018	-8.61%	-18.23%
2017	+6.79%	+28.36%
2016	+11.57%	-0.73%
2015	-6.44%	+1.22%
2014	+3.15%	-8.93%
2013	-12.26%	+17.93%
2012	+6.82%	+11.15%
2011	+5.55%	-20.35%
2010	+8.36%	+1.55%
2009	+16.80%	+55.35%
2008	-4.76%	-39.38%
2007	+8.12%	-11.49%
2006	+1.29%	N/A
2005	-1.60%	N/A
2004	-8.66%	N/A

WIW vs BGY 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 BGY was -64.31%, occurring on Nov 20, 2008. Recovery took 1656 trading sessions.

The current WIW drawdown is -5.79%. The current BGY drawdown is -4.30%.

Rank	WIW	BGY
#1	-29.45% Dec 31, 2021 - Sep 29, 2022	-64.31% May 30, 2007 - Dec 24, 2013
#2	-29.11% Jul 10, 2008 - Aug 19, 2009	-34.09% Feb 10, 2020 - Nov 11, 2020
#3	-24.98% Feb 21, 2020 - Nov 16, 2020	-28.45% Jun 15, 2021 - Mar 8, 2024
#4	-20.83% Mar 10, 2004 - Jan 2, 2008	-25.58% Jul 3, 2014 - Jul 14, 2017
#5	-16.93% Apr 8, 2013 - Sep 20, 2017	-23.66% Jan 22, 2018 - Jan 16, 2020
#6	-10.95% Jan 12, 2018 - Jun 20, 2019	-15.46% Feb 25, 2026 - Mar 27, 2026
#7	-7.15% Nov 10, 2010 - Jul 29, 2011	-15.00% Mar 18, 2025 - May 15, 2025
#8	-4.73% Dec 1, 2009 - Apr 26, 2010	-9.13% Nov 25, 2024 - Mar 3, 2025
#9	-4.67% Nov 11, 2021 - Dec 31, 2021	-7.19% Jan 21, 2014 - Feb 28, 2014
#10	-4.46% Feb 9, 2021 - Apr 19, 2021	-6.63% Mar 28, 2024 - May 15, 2024
#11	-4.13% May 6, 2010 - Aug 9, 2010	-6.17% Jul 16, 2024 - Aug 16, 2024
#12	-4.11% Aug 18, 2011 - Jan 4, 2012	-5.82% Sep 30, 2024 - Nov 25, 2024
#13	-3.95% Feb 6, 2008 - Apr 14, 2008	-5.38% Oct 8, 2025 - Dec 10, 2025
#14	-2.91% Jun 15, 2021 - Jul 6, 2021	-4.78% Jul 25, 2017 - Sep 8, 2017
#15	-2.82% Dec 31, 2020 - Jan 19, 2021	-4.21% May 22, 2025 - Jul 24, 2025

Correlation

Correlation between WIW and BGY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2004 - 2026)

WIW vs BGY dividend yield comparison.

Year	WIW	BGY
2026	3.69%	3.67%
2025	8.68%	8.69%
2024	8.78%	7.80%
2023	10.38%	7.70%
2022	11.81%	8.08%
2021	6.93%	6.46%
2020	3.20%	6.91%
2019	3.74%	6.89%
2018	4.26%	8.90%
2017	3.70%	6.99%
2016	3.61%	9.47%
2015	3.91%	9.42%
2014	3.85%	9.86%
2013	3.36%	8.26%
2012	2.79%	10.55%
2011	4.20%	18.99%
2010	3.81%	14.50%
2009	4.15%	15.75%
2008	8.65%	25.19%
2007	6.31%	5.41%
2006	5.45%	0.00%
2005	7.92%	0.00%
2004	6.78%	0.00%