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WIW vs BME

Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and BlackRock Health Sciences Trust (BME, ETF).

5-Year PerformanceBME has outperformed WIW, delivering a return of +5.9% compared to +0.6%

WIW vs BME - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WIW
$570M
Winner
BME
$570M
Max Drawdown
WIW
47.87%
Winner
BME
44.61%
Sharpe Ratio
WIW
-0.20
Winner
BME
2.10
5Y Beta
Winner
WIW
0.17
BME
0.44
5Y Dividends CAGR
Winner
WIW
13.80%
BME
7.26%

WIW vs BME - Historical Returns

Returns include dividend reinvestment.

1M
WIW
+1.60%
Winner
BME
+8.43%
3M
WIW
+0.83%
Winner
BME
+18.65%
6M
WIW
+0.94%
Winner
BME
+13.47%
1Y
WIW
+2.06%
Winner
BME
+36.77%
5Y(CAGR)
WIW
+0.64%
Winner
BME
+5.92%
10Y(CAGR)
WIW
+3.85%
Winner
BME
+9.96%
Max(CAGR)
WIW
+3.22%
Winner
BME
+11.43%

WIW vs BME - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearWIWBME
2026+3.36%+18.00%
2025+12.87%+19.24%
2024+3.83%-0.39%
2023+5.18%-0.72%
2022-24.22%-3.83%
2021+17.98%+5.43%
2020+11.08%+17.46%
2019+17.46%+20.14%
2018-8.61%+6.52%
2017+6.79%+20.82%
2016+11.57%-11.56%
2015-6.44%+8.97%
2014+3.15%+35.48%
2013-12.26%+34.89%
2012+6.82%+19.82%
2011+5.55%+3.43%
2010+8.36%+8.16%
2009+16.80%+39.01%
2008-4.76%-19.73%
2007+8.12%+7.91%
2006+1.29%+16.02%
2005-1.60%+6.08%
2004-8.66%N/A

WIW vs BME 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 BME was -42.05%, occurring on Nov 20, 2008. Recovery took 480 trading sessions.

The current WIW drawdown is -4.78%.

RankWIWBME
#1-29.45%
Dec 31, 2021 - Sep 29, 2022
-42.05%
Jan 14, 2008 - Dec 8, 2009
#2-29.11%
Jul 10, 2008 - Aug 19, 2009
-36.68%
Feb 13, 2020 - Jul 7, 2020
#3-24.98%
Feb 21, 2020 - Nov 16, 2020
-25.46%
Oct 2, 2018 - Nov 27, 2019
#4-20.83%
Mar 10, 2004 - Jan 2, 2008
-23.65%
Aug 17, 2015 - Jul 5, 2017
#5-16.93%
Apr 8, 2013 - Sep 20, 2017
-21.66%
Jun 30, 2011 - Mar 27, 2012
#6-10.95%
Jan 12, 2018 - Jun 20, 2019
-18.29%
Dec 30, 2021 - Jul 15, 2024
#7-7.15%
Nov 10, 2010 - Jul 29, 2011
-14.73%
Apr 9, 2010 - Oct 5, 2010
#8-4.73%
Dec 1, 2009 - Apr 26, 2010
-14.36%
Oct 14, 2024 - Nov 7, 2025
#9-4.67%
Nov 11, 2021 - Dec 31, 2021
-13.92%
Mar 17, 2006 - Aug 21, 2006
#10-4.46%
Feb 9, 2021 - Apr 19, 2021
-12.95%
Apr 17, 2007 - Dec 26, 2007
#11-4.13%
May 6, 2010 - Aug 9, 2010
-11.08%
Nov 28, 2014 - Mar 5, 2015
#12-4.11%
Aug 18, 2011 - Jan 4, 2012
-11.03%
Feb 27, 2026 - Jun 25, 2026
#13-3.95%
Feb 6, 2008 - Apr 14, 2008
-10.97%
Jan 20, 2021 - Jul 12, 2021
#14-2.91%
Jun 15, 2021 - Jul 6, 2021
-10.91%
Mar 5, 2014 - Oct 3, 2014
#15-2.82%
Dec 31, 2020 - Jan 19, 2021
-10.23%
Jan 26, 2018 - May 24, 2018

Correlation

Correlation between WIW and BME is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2004 - 2026)

WIW vs BME dividend yield comparison.

YearWIWBME
20265.98%4.54%
20258.68%7.65%
20248.78%6.87%
202310.38%6.32%
202211.81%5.87%
20216.93%5.03%
20203.20%5.04%
20193.74%5.65%
20184.26%6.58%
20173.70%6.58%
20163.61%9.45%
20153.91%17.04%
20143.85%9.83%
20133.36%9.86%
20122.79%8.52%
20114.20%9.95%
20103.81%8.53%
20094.15%5.86%
20088.65%8.59%
20076.31%7.66%
20065.45%9.67%
20057.92%4.55%
20046.78%0.00%

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