WIW vs BSJT

Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT, ETF).

5-Year PerformanceBSJT has outperformed WIW, delivering a return of +2.8% compared to +0.6%

WIW vs BSJT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIW(ETF)	BSJT(ETF)
Net Assets	$570M	$568M
Expense Ratio	N/A	0.42%
Max Drawdown	47.87%	23.60%
Sharpe Ratio	-0.20	0.26
5Y Beta	0.17	0.21
5Y Dividends CAGR	13.80%	N/A

Net Assets

Winner

WIW

$570M

BSJT

$568M

Expense Ratio

WIW

N/A

BSJT

0.42%

Max Drawdown

WIW

47.87%

Winner

BSJT

23.60%

Sharpe Ratio

WIW

-0.20

Winner

BSJT

0.26

5Y Beta

Winner

WIW

0.17

BSJT

0.21

5Y Dividends CAGR

WIW

13.80%

BSJT

N/A

WIW vs BSJT - Historical Returns

Returns include dividend reinvestment.

Period	WIW	BSJT
1 month	+1.60%	+1.27%
3 months	+0.83%	+1.47%
6 months	+0.94%	+2.53%
1 year	+2.06%	+4.97%
5 years(CAGR)	+0.64%	+2.83%
10 years(CAGR)	+3.85%	N/A
Max(CAGR)	+3.22%	+2.83%

Winner

WIW

+1.60%

BSJT

+1.27%

WIW

+0.83%

Winner

BSJT

+1.47%

WIW

+0.94%

Winner

BSJT

+2.53%

WIW

+2.06%

Winner

BSJT

+4.97%

5Y(CAGR)

WIW

+0.64%

Winner

BSJT

+2.83%

10Y(CAGR)

WIW

+3.85%

BSJT

N/A

Max(CAGR)

Winner

WIW

+3.22%

BSJT

+2.83%

WIW vs BSJT - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	WIW	BSJT
2026	+3.36%	+2.47%
2025	+12.87%	+7.39%
2024	+3.83%	+8.75%
2023	+5.18%	+13.25%
2022	-24.22%	-14.68%
2021	+17.98%	-0.52%
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 BSJT 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 BSJT was -19.62%, occurring on Sep 27, 2022. Recovery took 708 trading sessions.

The current WIW drawdown is -4.78%.

Rank	WIW	BSJT
#1	-29.45% Dec 31, 2021 - Sep 29, 2022	-19.62% Sep 15, 2021 - Jul 11, 2024
#2	-29.11% Jul 10, 2008 - Aug 19, 2009	-5.59% Feb 28, 2025 - Jun 3, 2025
#3	-24.98% Feb 21, 2020 - Nov 16, 2020	-2.47% Jan 27, 2026 - Apr 14, 2026
#4	-20.83% Mar 10, 2004 - Jan 2, 2008	-1.88% Dec 6, 2024 - Jan 24, 2025
#5	-16.93% Apr 8, 2013 - Sep 20, 2017	-1.50% Sep 19, 2024 - Nov 29, 2024
#6	-10.95% Jan 12, 2018 - Jun 20, 2019	-1.20% Sep 29, 2025 - Oct 24, 2025
#7	-7.15% Nov 10, 2010 - Jul 29, 2011	-1.15% Jul 31, 2024 - Aug 14, 2024
#8	-4.73% Dec 1, 2009 - Apr 26, 2010	-1.06% Oct 27, 2025 - Nov 25, 2025
#9	-4.67% Nov 11, 2021 - Dec 31, 2021	-0.80% May 6, 2026 - May 29, 2026
#10	-4.46% Feb 9, 2021 - Apr 19, 2021	-0.66% Feb 6, 2025 - Feb 14, 2025
#11	-4.13% May 6, 2010 - Aug 9, 2010	-0.58% Jul 16, 2024 - Jul 30, 2024
#12	-4.11% Aug 18, 2011 - Jan 4, 2012	-0.56% Jun 12, 2025 - Jun 20, 2025
#13	-3.95% Feb 6, 2008 - Apr 14, 2008	-0.56% Jun 30, 2025 - Jul 22, 2025
#14	-2.91% Jun 15, 2021 - Jul 6, 2021	-0.49% Apr 27, 2026 - May 6, 2026
#15	-2.82% Dec 31, 2020 - Jan 19, 2021	-0.48% Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between WIW and BSJT is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2004 - 2026)

WIW vs BSJT dividend yield comparison.

Year	WIW	BSJT
2026	5.98%	4.30%
2025	8.68%	6.77%
2024	8.78%	6.65%
2023	10.38%	6.42%
2022	11.81%	5.45%
2021	6.93%	1.20%
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%