WIW vs DPG

Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and Duff & Phelps Utility and Infrastructure Fund Inc (DPG, ETF).

5-Year PerformanceDPG has outperformed WIW, delivering a return of +7.8% compared to +0.6%

WIW vs DPG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIW(ETF)	DPG(ETF)
Net Assets	$585M	$582M
Max Drawdown	47.87%	76.01%
Sharpe Ratio	0.61	1.58
5Y Beta	0.17	0.37
5Y Dividends CAGR	16.54%	-8.25%

Net Assets

Winner

WIW

$585M

DPG

$582M

Max Drawdown

Winner

WIW

47.87%

DPG

76.01%

Sharpe Ratio

WIW

0.61

Winner

DPG

1.58

5Y Beta

Winner

WIW

0.17

DPG

0.37

5Y Dividends CAGR

Winner

WIW

16.54%

DPG

-8.25%

WIW vs DPG - Historical Returns

Returns include dividend reinvestment.

Period	WIW	DPG
1 month	-0.43%	-1.16%
3 months	+1.28%	+2.52%
6 months	+2.07%	+17.89%
1 year	+7.49%	+24.29%
5 years(CAGR)	+0.58%	+7.81%
10 years(CAGR)	+3.97%	+7.97%
Max(CAGR)	+3.20%	+6.68%

Winner

WIW

-0.43%

DPG

-1.16%

WIW

+1.28%

Winner

DPG

+2.52%

WIW

+2.07%

Winner

DPG

+17.89%

WIW

+7.49%

Winner

DPG

+24.29%

5Y(CAGR)

WIW

+0.58%

Winner

DPG

+7.81%

10Y(CAGR)

WIW

+3.97%

Winner

DPG

+7.97%

Max(CAGR)

WIW

+3.20%

Winner

DPG

+6.68%

WIW vs DPG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	WIW	DPG
2026	+2.27%	+14.24%
2025	+12.87%	+16.48%
2024	+3.83%	+35.56%
2023	+5.18%	-24.87%
2022	-24.22%	+3.83%
2021	+17.98%	+32.46%
2020	+11.08%	-10.01%
2019	+17.46%	+38.67%
2018	-8.61%	-17.04%
2017	+6.79%	+8.80%
2016	+11.57%	+14.72%
2015	-6.44%	-25.08%
2014	+3.15%	+22.62%
2013	-12.26%	+19.06%
2012	+6.82%	+1.16%
2011	+5.55%	-6.38%
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 DPG 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 DPG was -64.61%, occurring on Mar 18, 2020. Recovery took 281 trading sessions.

The current WIW drawdown is -5.79%. The current DPG drawdown is -3.86%.

Rank	WIW	DPG
#1	-29.45% Dec 31, 2021 - Sep 29, 2022	-64.61% Jan 29, 2020 - Mar 11, 2021
#2	-29.11% Jul 10, 2008 - Aug 19, 2009	-41.98% Dec 3, 2014 - Apr 9, 2019
#3	-24.98% Feb 21, 2020 - Nov 16, 2020	-41.18% Sep 12, 2022 - Nov 27, 2024
#4	-20.83% Mar 10, 2004 - Jan 2, 2008	-17.61% May 27, 2022 - Aug 16, 2022
#5	-16.93% Apr 8, 2013 - Sep 20, 2017	-14.70% Aug 16, 2011 - Feb 23, 2012
#6	-10.95% Jan 12, 2018 - Jun 20, 2019	-13.54% Feb 23, 2012 - Aug 3, 2012
#7	-7.15% Nov 10, 2010 - Jul 29, 2011	-12.69% Apr 2, 2025 - Apr 29, 2025
#8	-4.73% Dec 1, 2009 - Apr 26, 2010	-11.16% Aug 29, 2014 - Nov 17, 2014
#9	-4.67% Nov 11, 2021 - Dec 31, 2021	-10.99% May 21, 2013 - Oct 22, 2013
#10	-4.46% Feb 9, 2021 - Apr 19, 2021	-10.68% Aug 20, 2012 - Feb 1, 2013
#11	-4.13% May 6, 2010 - Aug 9, 2010	-10.66% Nov 29, 2024 - Mar 31, 2025
#12	-4.11% Aug 18, 2011 - Jan 4, 2012	-9.71% Jun 14, 2021 - Dec 31, 2021
#13	-3.95% Feb 6, 2008 - Apr 14, 2008	-7.90% Apr 20, 2022 - May 27, 2022
#14	-2.91% Jun 15, 2021 - Jul 6, 2021	-7.55% Sep 30, 2019 - Jan 13, 2020
#15	-2.82% Dec 31, 2020 - Jan 19, 2021	-6.89% Mar 11, 2021 - Apr 8, 2021

Correlation

Correlation between WIW and DPG is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2004 - 2026)

WIW vs DPG dividend yield comparison.

Year	WIW	DPG
2026	3.69%	2.44%
2025	8.68%	6.61%
2024	8.78%	7.19%
2023	10.38%	12.21%
2022	11.81%	10.36%
2021	6.93%	9.70%
2020	3.20%	11.48%
2019	3.74%	9.21%
2018	4.26%	11.81%
2017	3.70%	9.02%
2016	3.61%	9.03%
2015	3.91%	9.50%
2014	3.85%	6.47%
2013	3.36%	7.34%
2012	2.79%	8.30%
2011	4.20%	3.87%
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%