WIW vs BKUI

Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and BNY MELLON ULTRA SHORT INCOME ETF (BKUI, ETF).

5-Year PerformanceBKUI has outperformed WIW, delivering a return of +3.5% compared to +0.5%

WIW vs BKUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIW(ETF)	BKUI(ETF)
Net Assets	$577M	$575M
Expense Ratio	N/A	0.12%
Max Drawdown	47.87%	2.82%
Sharpe Ratio	0.31	0.42
5Y Beta	0.17	-0.00
5Y Dividends CAGR	16.23%	N/A

Net Assets

Winner

WIW

$577M

BKUI

$575M

Expense Ratio

WIW

N/A

BKUI

0.12%

Max Drawdown

WIW

47.87%

Winner

BKUI

2.82%

Sharpe Ratio

WIW

0.31

Winner

BKUI

0.42

5Y Beta

WIW

0.17

Winner

BKUI

-0.00

5Y Dividends CAGR

WIW

16.23%

BKUI

N/A

WIW vs BKUI - Historical Returns

Returns include dividend reinvestment.

Period	WIW	BKUI
1 month	+0.99%	+0.31%
3 months	+0.33%	+0.78%
6 months	+2.19%	+1.62%
1 year	+4.45%	+3.99%
5 years(CAGR)	+0.47%	+3.54%
10 years(CAGR)	+3.82%	N/A
Max(CAGR)	+3.18%	+3.54%

Winner

WIW

+0.99%

BKUI

+0.31%

WIW

+0.33%

Winner

BKUI

+0.78%

Winner

WIW

+2.19%

BKUI

+1.62%

Winner

WIW

+4.45%

BKUI

+3.99%

5Y(CAGR)

WIW

+0.47%

Winner

BKUI

+3.54%

10Y(CAGR)

WIW

+3.82%

BKUI

N/A

Max(CAGR)

WIW

+3.18%

Winner

BKUI

+3.54%

WIW vs BKUI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	WIW	BKUI
2026	+2.19%	+1.78%
2025	+12.87%	+4.93%
2024	+3.83%	+5.48%
2023	+5.18%	+5.75%
2022	-24.22%	-0.09%
2021	+17.98%	-0.26%
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 BKUI 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 BKUI was -1.72%, occurring on Jun 14, 2022. Recovery took 347 trading sessions.

The current WIW drawdown is -5.86%. The current BKUI drawdown is -0.02%.

Rank	WIW	BKUI
#1	-29.45% Dec 31, 2021 - Sep 29, 2022	-1.72% Aug 31, 2021 - Jan 18, 2023
#2	-29.11% Jul 10, 2008 - Aug 19, 2009	-0.35% Mar 13, 2023 - Apr 4, 2023
#3	-24.98% Feb 21, 2020 - Nov 16, 2020	-0.25% Apr 4, 2025 - Apr 21, 2025
#4	-20.83% Mar 10, 2004 - Jan 2, 2008	-0.13% Feb 26, 2026 - Mar 23, 2026
#5	-16.93% Apr 8, 2013 - Sep 20, 2017	-0.09% May 15, 2023 - May 30, 2023
#6	-10.95% Jan 12, 2018 - Jun 20, 2019	-0.09% Apr 9, 2024 - Apr 19, 2024
#7	-7.15% Nov 10, 2010 - Jul 29, 2011	-0.09% Mar 23, 2026 - Mar 30, 2026
#8	-4.73% Dec 1, 2009 - Apr 26, 2010	-0.08% Feb 2, 2023 - Feb 17, 2023
#9	-4.67% Nov 11, 2021 - Dec 31, 2021	-0.08% Feb 1, 2024 - Feb 12, 2024
#10	-4.46% Feb 9, 2021 - Apr 19, 2021	-0.08% Oct 2, 2024 - Oct 11, 2024
#11	-4.13% May 6, 2010 - Aug 9, 2010	-0.07% Oct 16, 2023 - Oct 20, 2023
#12	-4.11% Aug 18, 2011 - Jan 4, 2012	-0.07% Apr 25, 2023 - May 2, 2023
#13	-3.95% Feb 6, 2008 - Apr 14, 2008	-0.06% Apr 30, 2025 - May 6, 2025
#14	-2.91% Jun 15, 2021 - Jul 6, 2021	-0.06% Mar 6, 2023 - Mar 9, 2023
#15	-2.82% Dec 31, 2020 - Jan 19, 2021	-0.06% Jun 26, 2023 - Jul 3, 2023

Correlation

Correlation between WIW and BKUI is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2004 - 2026)

WIW vs BKUI dividend yield comparison.

Year	WIW	BKUI
2026	4.47%	1.93%
2025	8.68%	4.48%
2024	8.78%	5.11%
2023	10.38%	4.29%
2022	11.81%	1.82%
2021	6.93%	0.22%
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%